Cubist Pharma (CBST) – What we like about it… - Andrew Horowitz

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Cubist Pharma (CBST) – What we like about it…
Nov 05, 2009 12:25 PM UTC

Andrew Horowitz

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Via The Disciplined Investor:

We are carefully entering portfolio positions in this environment. (Note: Portfolio positions vs. trading positions) A company that we like for its specialty product is Cubist Pharmaceuticals (CBST). It has made all of our screens recently, but we were reluctant to add it to portfolios as the very recent trends have been down, down, down. [...]

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