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Re: Tuff-Stuff post# 538501

Tuesday, 04/01/2014 1:10:18 PM

Tuesday, April 01, 2014 1:10:18 PM

Post# of 648882
Thanks, stuffit, for inviting me to participate! I certainly didn't expect to win when one of my two picks had a negative return during the 2-month period.

ENTA is indeed a very good biotech stock, IMO. It's my largest holding, and I haven't sold any shares since initialing a position in mid 2013 (#msg-89490439) and adding to it in Jan 2014 when two insiders sent a bullish signal (#msg-95923408). Regards, Dew

p.s. For readers who are interested in learning more about ENTA, here are two posts to start your DD: #msg-94993406 (valuation model) and #msg-96696670 (phase-3 clinical data). There's a lot of discussion about ENTA on the Biotech Values board at #board-1418.

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