Barbara Walters Special - Ground Zero for Onset of Irrational Exuberance?

Long time readers of this blog are well aware of my belief that Sirtris Pharmacueticals has the potential to be the story stock of ALL story stocks. The main ingredients are there for the onset of irrational exuberance and here is my attempt to list them in order of importance:

• The fountain of youth angle - live long and stay vigorous.
• The potential (dream?) to cure many diseases of the aging with a single pill.
• The Harvard Medical School connection combined with the incredible team of brain power put together by Sirtris.
• The idea that the body's own defense mechanism is being activated, a seemingly natural process.
• The evidence that sirtuin activation results in improved athletic performance without the nasty side effects of HGH and anabolic steroids.

It is the investor's dream to own a company BEFORE irrational exuberance manifests itself in a stock's share price with the hope that the investor can either:

1. Recognize when investor psychology has turned negative and recognize some very healthy gains OR
2. Continue to own shares and reap the ultimate of financial rewards when suspected "irrational" exuberance proves to be "rational" after all.

We've seen many examples in history of number 1 - great story stocks that never lived up to expectations. I illustrated a couple of examples in my December 17, 2007 blog entry. Smart investors capitalized and made huge sums of money on the way up...others fell victim to the hype and got burned as the story turned out to be a fantasy.

Tuesday night at 10:00 PM could mark Sirtris Pharmacueticals move into America's conscience and into Wall Street's spotlight as Barbara Walters highlights the amazing body of work at Sirtris Pharmacueticals on a special program called Live to 150...Can You Do It?. Its likely to be very compelling television and those who have been following the area of sirtuins KNOW that the actual evidence is equally compelling.

IMHO, the main hurdle to irrational exuberance in any stock at this time may be overall market pessimism. However, if there is a story that can swim up tide, IMO, we may be looking at it right here and right now.

Do your own due diligence (and remember to visit resveratrol sponsors on this page).

SI Blog Covers the JPMorgan Presentation

A few of the Sirtuin Investor observations from the JP Morgan presentation (readers can review the actual press release on the Sirtris news feed shown in right column):

-Christoph Westphal, M.D., Ph.D., CEO and Vice Chair of Sirtris made an eloquent and highly well thought out step by step presentation that took the audience from the first studies on calorie restriction in the 1930s to the just released clinical data on SRT501.

-SRT501 provides a 5 fold exposure to resveratrol than the natural substance.

-Mr. Westhpal's most significant quote: "...to summarise the data, we are certainly positively surprised."

-Finally, here is the prospective news flow calendar:



As the chart shows, the news flow will remain healthy throughout the year.

Carefully do your own due dilligence because immortality is expensive.

More Evidence that Sirtuins and SIRT are Below Radar

This is an excerpt from an article written by the president of one of the many resveratrol manufacturers:

"Will humans commonly live 120 years and beyond, beginning anytime soon? "If red wine pills do slow the aging process, the public hasn't responded to the news headlines. Resveratrol pills aren't in the top 100 selling herbal supplements," say Bill Sardi, of Resveratrol Partners LLC (dba Longevinex®)."

The fact that resveratrol is still not in the top 100 selling herbal supplements is further evidence, IMHO, that the story for Sirtris is still well under the radar screen of wall street investors. Think about it for a minute. With all the hoopla about resveratrol, the mouse study and Sirtris, can it be that there are still over 100 other supplements still outselling resveratrol?? If the vitamin set hasn't recognized a supplement with such startling potential than it is clear that the story on Sirtris has yet to be told and sold. This tells me that Sirtris Pharmacueticals is still somewhat of an enigma to investors and that irrational exuberance is still a long way off.

If SIRT lives up to its promise it may very well become the greatest story stock ever told.