they don't "punt", but nor do they need to be on the ground ringing up hospitals pretending they are medical professionals to get information on treatment numbers.
It can be simple: MSB is a company that is yet to achieve financial sustainability (expected to continue to be the case for some quarters, even if sales ramp up nicely) and has historically been a great stock to short, particularly with liquidity coming from capital raises. Coupled with additional volatility from macro uncertainty, we can include this short position with our long portfolio to achieve a market neutral position that will achieve alpha over the period where macro volatility increases and higher risk stocks underperform compared to "better quality" companies.
MSB Price at posting:
$1.74 Sentiment: Buy Disclosure: Held
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