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Message: Obesity Drugs

Look at the frenzy right now for the obesity drugs as they are near FDA decision. I got out of VVUS with a $12 a share profit thinking that the risk is now toward the downside vs the upside. ARNA is going nuts for a drug that isn't even that effective IMHO. Assuming positive data, the frenzy for MNKD will be similar in the next 18 months...even before an FDA ruling. Hopefully we can get the financing piece done soon...I'll then PLOW IN with all the VVUS winnings. With financing resolved and good data...we'll see $8-10 before an FDA ruling.

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