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Biotech / Medical : Infinity Pharmaceuticals

INFI 0.0160

-4.8%

Sep 29 5:00 PM EST

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To: Steve Lokness who wrote (191)	6/24/2012 12:13:28 AM
From: tuck	Read Replies (2) of 210

No, this is amazing. The delta/gamma TKI may be differentiated, in that it seems more aimed at inflammation than competing compounds in the class. But does that justify $10/share over cash when that and the FAAH inhibitor are all that's left and just barely out of phase 1? Is there some IP I'm missing that would create takeout vig? Or is just taht the Baker bros. are trying not to let it crash so they can slowly get out at decent prices? Beats me. Looks like a great long term short. Cheers, Tuck

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