ViroPharma, Inc. (VPHM)

excellent, small, undervalued, pharmaceutical company.
Downside: #1 product may go generic. That possibility is mostly priced into the stock already.

Great earnings, low P/E, no present competition, potential blockbuster drugs in pipelinedrugs in pipeline.

This company already has all of the negative and downside priced in to the value. Very pessimistic stock pricing in my opinion...

These guys created the cure for the common cold; I'll trust them even if the FDA can't get their act together.

She is going to skyrocket!

A well managed biotech company that is funding its own research with another niche and consistently profitable drug? Coupled with conservative sales estimates of 500M for Camvia, this is a no-brainer.

2008 4th qtr missed estimates which was disappointing, however forward looking still is favorable. In the 4th qtr, they took a one time write down of $2.3 million for closing their corporate headquarters. While many firms unwisely cut R&D expenses when in troubled times, ViroPharma actually increased 4th qtr R&D expenses by 76% which should help fill pipelines to replace Vancocin if and when it goes generic at some point. 2009 guidance did not put revenues in for Cinryze due to uncertainty. This is an upside with high probablity. They continue to generate strong free cash flows.

Stock has been hamered over the past 4 months -partly for some good reasons- but I believe that the market way overreacted. I am hoping for a correction early next year

I like this company, even though I've gotten hurt by them before. I like the management, they are well versed in "make a dollar out of fifteen cents". They have actually made more than three dollars (per diluted share), I think. Good balance sheet.

A cie able to give investors some wild ride. The street don't believe in them cause they're a one product outfit. The cie is working on broadening their offering with r&d and alliance. They had a inventory imbalance that scared investors away. The issue is well on path to be solved with success. Their main product is a medicine fighting c difficile disease outbreak. More and more hospital are at the brinks of being overwhelmed by this disease. VPHM has the most potent remedy. Talk about being at the right place at the right time. Optionable stock. Profitable stock. Stock price recovering slowly but steadily since summer end.

debt is covered revenue is uupp

buy@ 9.48 sell@20

magic formula pick

My next AMGEN

Five Star Caps Stock down 20%

I've been watching this stock for quite awhile and it finally hit my entry point. With this type of PE, for a biopharma, I see GOOD things, LONG term for this company.

Joel Greenblatt/Magic Formula pick, 4/21/09, coupled with high rating in CAPSshot (part of the MF Pro subscription)

will be trading in 9to10 range in three weeks

solid balance sheet, great growth prospect

Could be the dumbest or smartest pick I ever made. I wouldn't throw more money in this stock than I have to lose (general rule of thumb for all stocks I don't generally follow since I'm a decent stock picker). But anyways, I'm going to imagine if it could have gone lower it would have yesterday after the big news.

Building a portfolio based on insider cluster buys.