Yes I was lucky to have found ARIA at sub $4 in Oct 2013 but that was where the luck ended. I did my DD and added to my position, in particularly as I learned more about Brignatinib. Takeda did thier DD as well and determined that Brig would be approved and be BIC (as I did). How is that luck? I actually felt that Ariad was worth more than the 5 Bil buyout so where is the luck?
If I'm "lucky" with my investment in AUPH then all the better. "I'd rather be lucky than good" is a valid adage but in the case of ARIA and AUPH please don't discount my ability to find values' I've been doing this for 25 years and live a comfortable life on the SF peninsula.....and that ain't luck.
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