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WorstLuck

03/08/17 8:28 PM

#209722 RE: DewDiligence #209719

I tend to agree with that and it is part of my investment thesis.

The more important question right now might be what the market thinks of that. I don't have a good feel for that right now, although I have seen duration mentioned as a reason to buy. Right or wrong my position size right now is fairly conservative, where it had been strongly overweighted around $13 dollars.
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jbog

03/08/17 8:30 PM

#209723 RE: DewDiligence #209719

I agree in most part. The hurdle that Revance will face solely lies in prying Allergans grip on the dispensing doctors.

That will be a tall order.