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bellweather1

10/17/12 2:57 PM

#23052 RE: jaybe #23049

Re: Additional Compounds, etc.-

In view of all the obvious catalyst topics you've ennumerated, as well as others, all Harvey's hints over the last few months(and most recently in the Liz Clayman interview) suggest to me that an additional compound announcement at(or around)Investor Day is highly probable,

if only because there was no need for him to be hinting so aggressively with all the other obvious catalysts out there.

As such, although I don't, at this point, think it would even have been immediately necessary(to bolster the price), after so many intimations, failure to deliver might constitute a bit of a disappointment.

However, substantial color re additional Pona applications(which I'm also looking for) might blunt any such disappointment.

There are, after all, so many positive possibilities, aren't there!?!?

When you consider the overall picture, though I agree, they may need more money, if(when)coupled with the announcment of more favorable prospects, I agree with 2da that the hit, if any, will be marginal and temporary.

Really(ultimately) just different possible forms of smooth sailing, which is why I continue to be very fully invested.

Best regards all,

bw