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north40000

10/21/16 9:44 AM

#167 RE: biotechnician #166

ALKS: We have held ALKS shares since 6/21/2002, current basis of $16.24, closed yesterday @ $43.51.


AVXL: With AVXL, we have held 5x shares of ALKS since 4/23/2015, split-adjusted basis of $1.80, closed yesterday @ $3.36.

There is a market...neither has penetrated. I speculate there will be room for both medications, when and if FDA approves both. I do not know[have an informed opinion] whether AVXL has "a better depression drug."