Replies to post #86371 on Biotech Values

[floblu14]

>....all we know about Palo Alto is the size of its MNTA holding as of Sep 30.<

Palo Alto Investors, LLC (PAI) is an independent, privately held investment advisor located in Palo Alto, California. PAI is registered as an investment advisor with the U.S. Securities and Exchange Commission.

http://www.pa-investors.com/

[zipjet]

>>Note that, unlike MNTA's insiders, Novartis, and T Rowe Price (who filed a recent Form 13G), all we know about Palo Alto is the size of its MNTA holding as of Sep 30.

I know a bit more than that. They have been cutting their position until this quarter. I watch them because I think they are a very smart bunch. I met a couple of them at the patent trial.

:-)

ij