Are you watching VRTX? Lots of similar arguments on that board, about how the company doesn't warrant such a market cap, all made by underwater short sellers I'm sure. Hard to imagine that longs would be putting any energy into making specious arguments based on fundamentals right now; they're just happy to be up +30 AH.
Plain and sober fact is that anyone shorting this right now is gambling; who knows you might get lucky. Just hope you are using tight stops. After seeing that move in VRTX especially.