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Re: mcbio post# 130938

Sunday, 11/13/2011 2:13:46 PM

Sunday, November 13, 2011 2:13:46 PM

Post# of 257443

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?

Yes, too dangerous, IMO—not so much because of Roche’s acquisition of ANDS, but rather because of the large pop in INHX ‘s share price from reporting interim phase-2 data that I would describe as pedestrian.

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