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Closing POZN (Pozen) outperform



April 21, 2008 – Comments (0) | RELATED TICKERS: ARLZ

I would have loved to get out at 14.5 as it was clear from the weak pop that skepticism abounds regarding the potential of Treximet to generate revenues. But the one week minimum prevented that, yet another way that CAPS discriminates against small cap biotech players (some of the best picks are between 50 and 100M market cap). The real life calls paid off extremely well however, which does somewhat soothe the pain of my permanently red rating.

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