Replies to post #130930 on Biotech Values

[JJM760]

This seemed a lot like you trying to stir the pot, but I'll bite. I think Ariad will present many opportunities for a good short along the way, but over the next few years patient shareholders should be rewarded (IMO).

How about one of your favorite friendly wagers? Let's say a one year Ihub subscription.

[mcbio]

I’m not currently short any stocks; however, if I were forced to short a biotech stock for which I could actually obtain a borrow, ARIA might be my top pick.

Do you still consider IDIX a potential short candidate or does the surprising acquisition of ANDS maybe cause you to back off those thoughts a bit? I.e., if ANDS can find a home, surely IDIX has that potential as well given a deeper pipeline. Of course, IDIX has a much higher valuation as well.