Short term industry sentiment is not material IMO...The B.C. and J.D. of the world, and many other specialty Canadian pharma fund managers have had their heads handed to them on smallish medical plays in the last six monthes and so, and as a result they are not leading the charge anymore/currently (meaning accumulating then promote) .... just listen to them speak, and their top picks now are oftem big Industrial cos and when asked about certain pharma cos their voices get shakey now...... We would be way higher now if it was not for this much altered industry sentiment, as the players are stunned right now.....
I do not mind either way here , what the current sentiment is, as IMO this is at least a one year plus investment.... and any dips in sentiment give retail and others a chance to buy at great value... The very large runway (of growth potential) for NPH will just get bigger, and even a few years out, the runway will be eye opening ...
Last word to the wise, is I expect this stock to be manipulated by groups along the way (this is the norm rather than the exception) ... For example, I expect them to try to trick retail into trading the stock, which will give them an opportuntiy at any time, along the way, to wipe out a big swath of retail on one swing...and also this mentality will be used for "them" to profit on a short term basis while always having the op to wipe out retail in one time event.....