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portefeuille (99.60)

DSCO

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February 26, 2012 – Comments (11)

It might be a good idea to sell a few DSCO shares in the next few weeks, should you have any.

There are currently 160000 DSCO shares in my fund with break-even of around $3.32. DSCO shares are the second largest long position of the fund, see comment #88 here.

 

 

earlier posts on DSCO.

December 15, 2010, DSCO

February 15, 2011, DSCO

11 Comments – Post Your Own

#1) On February 26, 2012 at 2:24 PM, Option1307 (29.73) wrote:

Agreed!

Hopefully this continues to get bid up more in the next week, but I'll be selling before March 6th per my original plan.

This has long been a huge drag on your fund, if you make it out alive that will be quite the impressive swing for you, good luck!

+1.

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#2) On February 26, 2012 at 8:28 PM, Valyooo (99.39) wrote:

Why would you recommend selling?

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#3) On February 26, 2012 at 9:22 PM, Option1307 (29.73) wrote:

Because the FDA decision comes March 6th and holding overnight then is pure speculation at this point. While DSCO has an intersting product, it has made a habit of disappointing the FDA and thus not getting approval.

Hold through decision day at your own risk.

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#4) On February 27, 2012 at 9:46 AM, portefeuille (99.60) wrote:

Now 120000 DSCO shares in the fund with break-even of around $3.23.

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#5) On February 27, 2012 at 10:08 AM, portefeuille (99.60) wrote:

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#6) On February 27, 2012 at 2:55 PM, rofgile (99.30) wrote:

I sold 2/3 of my shares today.  Perhaps I am a bit early, but at this point the rest of my shares are paid for by my return on my stock. 

I can hold the remaining 1/3 through the March 6th date and see what happens with low risk.

Go DSCO.

 -Rof 

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#7) On March 01, 2012 at 12:23 PM, portefeuille (99.60) wrote:

DSCO Discovery Labs – Surfaxin’s Statistical Bioequivalence Challenge

currently 114000 DSCO shares in the fund with break-even of around 3.20 USD.

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#8) On March 01, 2012 at 7:16 PM, dessex (< 20) wrote:

So, Port ... for us loyal "lay" followers of your daily wisdom, is the Bioequivalence memo a good thing or not for the dsco faithful???

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#9) On March 02, 2012 at 8:39 AM, portefeuille (99.60) wrote:

#7 I don't know whether the article is all that important. The fund has reduced its DSCO exposure by quite a bit lately.

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#10) On March 02, 2012 at 8:53 AM, dessex (< 20) wrote:

Many thnx 4 yr reply, port.

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#11) On March 05, 2012 at 11:26 AM, portefeuille (99.60) wrote:

now 90000 DSCO shares in the fund with break-even of around 3.09 USD.

http://caps.fool.com/Blogs/fund-trades/714044.

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