Replies to post #70527 on Zeev's Turnips Patch-No Politics (ZEEV)

[bethere]

ZEEV understand that paining double position in BPRX,

[Ace Hanlon]

Zeev:

Do the turnips look at bond market spreads?

I ask this because corporate and especially junk bond spreads from treasuries have narrowed quite a bit the last few months. And the junk bond market has hardly sold off at all despite the ongoing stock market massacre.

This excellent junk bond action is very different from what we saw during prior stock massacres. A signal perhaps that we may finally get a cyclical bull after this smash has run its course?

[south louisiana]

Zeev - You projected that SSTI would put in a new low. When you have time, could you quantify that? TIA

[JLSegal]

Zeev, BPRX patent lawsuit is regarding their 40%-urea dermatologic
compositions, which per DJ news today
"are the key component in a Bradley product line that accounted for 54% of the company's 2002 revenue".
Is it possible the market is taking this as though BPRX could lose 50% of their rev's?
Hard to think BPRX would fall this far due to pure uncertainty.
Although, in this crazy market, nothing surprises me anymore.

Also, BTW, notice NOVN is continuing to print new lows ... hit 7.30 today. Where would you be a buyer?

[Public Heel]

They won't stop at 1332 when 1335.6 gives them a green January...