I thought Jason Napadano's article on SA was really well written and pretty darn convincing. Why we got tossed under the HZNP bus as hard as we did doesn't make sense. We have a guaranteed milestone agreement, the risk has been shifted, and POZN is sitting pretty. You can't use logic in a market driven by fear (short term as CNBC pundits are calling for the large cap correction). Small caps continue to suffer.
Guess you called that one wrong, I added to my position at 7.40 after scooping up bigger lot at 6.99 on the price break, and am now holding a 15% gain in one week. I don't call that dead money, and this is only getting warmed back up! This is still a steal at this price, if you give it a 3 month hold.
Today did a lot to sort out "the HZNP mess" IMHO, they raised their guidance to $380-405M for 2015 and will pay POZN close to $15M this year in royalties. This is a flat out buy, with all that POZN represents in upside, read the new article dated today by Jason Napadano of Zack's.