Biotech Values

[apljack]

SPPI: While Seeking Alpha has a low regard, in general, on this board, the following article presents a well balanced rationale for investment. I won't post the whole article but will say that the argument that Fusilev sales will remain above expectations for numerous reasons (and particularly because of physician loyalty + compensation benefits) as well as the argument that the short position here has far from played out (and short capitulation/squeeze won't happen at least until above expected Q3 numbers come in, IMO) are well stated.

Spectrum Pharmaceuticals: Bears Beware, Fusilev Strength Points To Strong Second Quarter

http://seekingalpha.com/article/721201-spectrum-pharmaceuticals-bears-beware-fusilev-strength-points-to-strong-second-quarter?source=yahoo


Best,

aj