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#	AUTHOR DATE SUBJECT
13	member 2/17/08 1:52PM RE: Great call
thanks, glad it did better than the rating implied... view available tags
12	member 11/13/07 2:43PM Great call
This was a great call. Thx for posting it. VL view available tags
10	member 9/20/07 2:58PM i take back my August Qtr EPS
Apologies on my EPS concerns -- missed their pre-release of this quarter's revenue. Maybe the timing is good right now. Doesn't sound like the conference call and full report will be out until view available tags
9	member 9/20/07 2:11PM AXR
Awesome work on AXR btw. I know it was painful for a while but it beat the pants off of JOE though as a short. I like your "fade the IBD crap" shorts. view available tags
8	member 9/20/07 2:06PM when do they miss?
heffer -- thanks for sharing this interesting idea. have you or your consultant tried to talk to Dr. Gordon Amidon at U of M (or one of the other "collaborators") listed in the summer presentations? looks like... login to read the rest view available tags
6	member 9/19/07 11:05PM re:reply to
Good point. Its just the last couple days of rape on the short side that made me post that. view available tags
5	member 9/19/07 5:19PM reply to issambres
definitely a risk, and position should be sized accordingly. however, out of curiousity, what was the last company that you were short where that turned out to work against you? view available tags
4	member 9/19/07 3:12PM Acquisitions
My fear here is that they are going to acquire companies with their inflated stock and keep the party going for longer than you think. view available tags
3	member 9/19/07 12:13PM reply to rii
they have introduced other products recently, but these are into much smaller and competitive niches. most address the ADMET area, which has many stronger competitors. no sense for r&d spend though they did... login to read the rest view available tags
2	member 9/19/07 11:37AM questions
Thanks for the idea. Do you know if they have any other products in development with a larger market potential, or if the product has application to other markets? R&D looks very low.... login to read the rest view available tags
1	member 9/19/07 11:06AM two more points
There has been an increase in short interest recently, but I can account for virtually all of it, so i do not believe that this is a widely-known short. Also, the stock is due to split view available tags

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			2007	2008
Price:	16.90	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	160	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT
Borrow Cost:	NA

Description

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