ISPH vs VRTX-风马牛不相及的东西

ISPH开始要考虑慢慢减了，偶然翻出和一网上朋友三月前的对话，觉得有点意思，贴于此：

To: XXXXXXX
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Date: 10/8/2006 9:19:02 PM
Subject: RE: Just wondering
Thanks for PMing. I bought ISPH a few days ago but currently it is only 1.5% of my holdings. If it drifts down towards $4 with no significant bad news, I may add up to 8%. Considering GILD paid $365 million to get the privately held company, Corus, primarily for its CF related drug candidate, I do think ISPH has potential to double within 1 year while the down side is limited which is manifested by less than $1 drop when it got the second approvable letter for its dry eye compound.

I do not know if VRTX has lots of potential. I quickly lost interests when I saw it already tripled since last year. I guess it has a strong pipeline, but 4B market cap is a bit steep for a company that has no marketable drug and is going to face FDA action. In addition, constant insider selling is a bit worrisome. Anyway, I always feel uncomfortable buying into a stock that has experienced significant appreciation within a relatively short time frame.

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From: XXXXXXXXX
Sent: 10/5/2006 11:13:23 PM
Subject: Just wondering

You had mentioned about ISPH. I responded with some BS and mentioned that VRTX might be worth looking into also. Alas, I didn't actually do it. VRTX is up 16.25% since then and ISPH is up 2.75%. VRTX may have just had it's little run, maybe ISPH is next.

Have you looked into ISPH further? Did you actually pull the trigger on either of these?

Just curious,
XXXXXXXX