Replies to post #27146 on $heff's $tation of $tocks & $olid DD

[$heff]

Great post barefootrunner w/POZN!

Message in reply to:

With POZN (11.12) and earnings...

Looking back, they have consistently surprised:



Plus I go back to Aschoff's comments from a few weeks back - see below.

I think the volatility will continue, but we should have all of our answers this week!

Dr. Aschoff: There is a company called Pozen (POZN) that I like quite a lot. I think that partner Glaxo (GSK) will sell Treximet much more aggressively than before, given the new material financial incentive in place for Glaxo's sales force, and therefore it will no longer be a flat-selling drug. I think that there will be an unexpectedly increasing sales ramp and therefore my peers will have to raise their estimates. On April 30 the FDA should easily approve arthritis pain drug Vimovo, a drug that is partnered with AstraZeneca (AZN), and this event will trigger a $20 million milestone payment. A month or two later, Europe should also approve Vimovo, and those three events, should they all go the way I think they'll go, will create a material change in the company's value.