The Long Case for Receptos

By DrKSSMDPhD, January 27, 2015

[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Gumshoe Irregulars. He has agreed to our trading restrictions, he chooses his own topics, and his words and opinions are his own. Enjoy!]

OK, admit it….how many of you have seen the campy films of Baltimore director John Waters? The ones starring the transvestite Divine? Mondo Trasho? Multiple Maniacs?¬†Pink Flamingos? How about his 1988 version of Hairspray?

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[“Hon, ain’t this supposed to be a column about investing in biotech? Who’s this Waters guy?”

“It’s about biotech Marge….just read on. Dr. KSS has some nutty wire up his backside, but he’ll come around to biotech. He’s just doin’ his wacky edu-tainment thing. Hey, don’t steal all the blanket.”]

At a festival of his films, I found Waters sitting backstage, and couldn’t resist pulling up a chair and talking with him. He regaled me with his raunchy funny stories (most of them very NSFW), about how Icelanders love his films, about on-set intrigue with the film he was then shooting. I’d just come from a screening of Polyester.

“No way! They gave you an original Odorama scratch-n-sniff card?,” Waters asked.¬†Polyester was the first (and indeed only!) film ever released in Odorama: at scenes of olfactory importance (such as when someone takes off moldering stinky old shoes) during the movie, a number for the spot you are to scratch and then smell flashes onscreen. “Let me see that!” he exclaimed like a cherub. He signed it and circled his favorite smell (#9).

“John,” I said, “Every single time I see you—I’ve seen a ton of your interviews—you are not only happy, but you are really almost maddeningly gleeful. Irrepressibly cheery. What’s the secret to that?”

“That’s easy!,” he said. He crossed his legs and then linked his fingers over a knee. “Be obsessed. I mean, be obsessed!” (emphasis his). And that, for me, is a right way to think about life. If you love the people around you, are generous with your empathy, and are obsessed, I think you have the bases covered.

He gave a furtive shrug as he said “obsessed.”He said he’d often been a glum person as a teenager, and that when the blues struck him, he learned to find some new topic, freaky person, idea, habit, song, bit of history or ...

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