This MS guy is an idiot and came from FBR where apparently rumor is he was kicked out lol. Anyway, he is totally clueless when it comes to bios (just look at RLYP) and he will eat a crow when these companies beat .
You got it 100% right. Cempra is firing on all cylinders. While Oral ind by itself, another blockbuster potential waiting to unravel is for gonorrhea. NASH is another distinct possibility.
Prabha and her management crew are as good as Jeff Stein of TSRX who brought the company to dizzying heights. Probably better as Jeff Stein sold Trius bit too early but I made my fortune with 65k shares. I still have their CVR !
Anyway, coming to point, folks, do NOT sell your shares yet. Analysts have $50 target (Suntrust) and this company is worth lot more. I am not selling mine until $90 at least or a buyout whichever happens first.