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Re: DewDiligence post# 130930

Sunday, 11/13/2011 1:02:12 PM

Sunday, November 13, 2011 1:02:12 PM

Post# of 257443

I’m not currently short any stocks; however, if I were forced to short a biotech stock for which I could actually obtain a borrow, ARIA might be my top pick.

Do you still consider IDIX a potential short candidate or does the surprising acquisition of ANDS maybe cause you to back off those thoughts a bit? I.e., if ANDS can find a home, surely IDIX has that potential as well given a deeper pipeline. Of course, IDIX has a much higher valuation as well.

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