Blood Money may look to change sides
Aug 6, 2015 11:24:42 GMT -5
mannmade, afrezzamiracle, and 9 more like this
Post by joeypotsandpans on Aug 6, 2015 11:24:42 GMT -5
NVO reported this morning, their results were "meh" IMO...and after hitting an all time high running into the earnings they have backed down approx. 4% in today's trading so far (note the biotechs in general are down also) but relative to that SNY/MNKD are holding up well...in fact earlier they were the only two "green on the screen" but are mildly lower now. The spread between NVO and SNY has reached it's narrowest margin in the last several mos.
So I was way early a year ago (and you could say a lot of us were way early years ago
as we underestimated the time of a paradigm shift due to various factors. Make no mistake, it is taking hold in a methodical manner and is getting recognized by the "other sides". So the question begs, do they slowly exit their play from the previous winner in the RAA space now that it's had its run? and if so, do they join on the new player that is going to take over the space? (they could do it via SNY or MNKD or both) however they have the challenge of doing it with finesse ie., in a subtle and delicate manner, after all some of us believe they may also have to exit a short position with finesse simultaneously.
Regardless, I might get sick to my stomach if I know one day I might be in the same shareholders meeting room with those who have "blood on their hands". Apologize for the personal color but it remains one of the single biggest sore spots that I will never forget or forgive for that matter.
So I was way early a year ago (and you could say a lot of us were way early years ago
as we underestimated the time of a paradigm shift due to various factors. Make no mistake, it is taking hold in a methodical manner and is getting recognized by the "other sides". So the question begs, do they slowly exit their play from the previous winner in the RAA space now that it's had its run? and if so, do they join on the new player that is going to take over the space? (they could do it via SNY or MNKD or both) however they have the challenge of doing it with finesse ie., in a subtle and delicate manner, after all some of us believe they may also have to exit a short position with finesse simultaneously. Regardless, I might get sick to my stomach if I know one day I might be in the same shareholders meeting room with those who have "blood on their hands". Apologize for the personal color but it remains one of the single biggest sore spots that I will never forget or forgive for that matter.
