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Theravance, Inc. Message Board

  • stansthemann stansthemann Mar 10, 2014 12:53 PM Flag

    Serious Comments Only

    I have been watching this stock for months and am torn to walk away or get in. I know it is splitting in two companies next quarter and am having a difficult time determining value. Any serious thoughts/comments are appreciated. Thank you in advance.

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    • Asking Seth is a great idea. You could also contact Iridian and ask them to share your research with you.
      If these two are unavailable for comment and you can't get cozy with any of the top level insiders (the only people who REALLY know what's going on) you're just going to have to roll the dice with the rest of us addicted gamblers here in the Wall Street Casino.

      good luck to you whatever you decide and don't forget to review greenblatt's book if you still have doubts

      full disclosure:

      I used the recent sell off in the biotech sector to add large to my position in SNTA and almost double my position in THRX

    • ask noted money manager seth klarman if he likes it

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