Dr. Frost is a pretty smart investor and has his hands in more than just "pharma" public companies if you read the Seeking Alpha article carefully. He has his hand in a gold company that is up over 70% and trades under a dollar and someone else told me he had a very small stake in another mining company out of Brazil or Turkey. I am trying to verify this as I want to own that one as well. Does anyone have a link to his blog?