If you want to invest in a company that has nothing to do with the general consumer economy, conspicuous consumption, real estate, oil, gas, hurricanes, interest rates, etc. I suggest VPHM.
The C. Difficile outbreak is reaching epidemic levels. I just read that the spores can hang around for YEARS!
Here are the headlines from last week around the world:
"New superbug alert Sep 25 2005 Lucy Ballinger, Wales on Sunday A NEW superbug is five times more rampant in Welsh hospitals than MRSA. Clostridium difficile, known as C.difficile, often has no ill effects but it can cause diarrhoea, serious illness and even death."
"Fears over hospital bug deadlier than first thought 08:10am 23rd September 2005, A deadly strain of hospital bug Clostridium difficile is up to 23 times more virulent than other forms of the infection, scientists announced. In a study published in The Lancet they showed a genetic mutation meant it could produce many times more toxins than other forms of the bacterium."
"Quebec’s C. difficile strain 'hyper' toxic By CBCUnlocked Updated: Sep 23, 2005, 07:49 The nasty strain of C. difficile that triggered an epidemic in Quebec hospitals produces much more toxin than other strains, scientists have found."
Viropharma's Vancomycin is the only 100% effective treatment for the new strain of C. Diff. Sales are skyrocketing and they are increasing the price. In addition, Viropharma has several compounds in various trials and phases looking for another winner.
You get a low risk, high quality, money making pharma company, with the potential to explode regardless of the general economy. Current forword P/E around 20 WITHOUT factoring price increase affect, more like 15.
I put my money wear my mouth is as VPHM has swollen to 35% of my holdings. I share your concernes on the general economy.
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