"For example, when I first started reading about MSB in November 2011, and at the time of I started doing work on the company, the conventional wisdom prevailing in the market at the time was that the Phase 3 heart trial was to commence recruiting patients in the March quarter of 2012 "
Good on you Madamswer - stick to your investment strategy and no doubt every investor(individual) has there own criteria and investment style.
Not sure if you aware but .. coincidently Macquarie issued their 1st (of 5) underperforming MSB reports on 15 November 2011.
I guess it was fortuitous that they did ? Fascinating stuff !
(imo).
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