Fed, not sure how your ref to the Merck drug affects the logic of your pre-selling 16/3 post:
i fink 350-400million incl latest placement. Its a working drug. and a necessary drug with a big market and what appears to be little in the way of competition.
But in fairness, as soon as you sold, you did change direction with:
22/3: trial results were good supertramp. just worried about the competition.
Then of course, there was your question today (post-sell) urging Damien to sell, with the helpful point of...
Damien what is AVX going to do for two years?
Maybe refer to your pre-sell post on 20/3:
'I believe theres more irons to the fire to AVX, antibacterial should do well.'
Still, you have provided me and, I'm sure, others with plenty of amusement as I go over your back-flipping posts.
AVX Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held