Saturday, June 23, 2012 1:36:46 PM
In a way, this is a fortuitous ordering of events. the way i see it there are 3 outcomes in the "short" term (compared to the Baxter partnership events): copax case, ampha case and mcopax approval.
Given that cowen is wrong and bernie is right about the suits, with the neg out of the way once the stock settles wherever it wants to settle, it may/will have nowhere else to go but up if the other two outcomes turn out to be positive. if i buy in then i have to believe in the ability of the company so mcopax approval is a foreordained thing , a matter of when not if. as for the ampha case, i would go by the opinion of the bernie guy. he is right so far.
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