Doc,
If you get a chance to check out NVGN, let me know what you think. The retired founder started an interesting website to discuss the comp at http://www.kellymusings.com/

I know he is not squeaky clean as he is battling tax evasion charges and probably has a lot of shares, but his blog sounds like a convincing case for the company's pipeline... though it seems as though it will take a long time for anything to get to market...