i said it's the markets opinion - I didn't say it was y opinion.
I actually think equal cases can be made about it being rich or cheap - it just depnds how long they are the sole generic. I dont see it as being crazy cheap, but it's cheaper then last week.
It's really not near cheap enough given the potential downside risk for our fund to make an investment in. If it gets extreme I'll take a look, but I doubt it will get that extreme unless you get a TEVA approval.
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