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Biotech / Medical : 2014 Biotech Charity Contest

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To: scaram(o)uche who wrote (295)4/22/2014 12:31:57 PM
From: Biotech Jim  Read Replies (1) of 487
 
After reading the past few posts with your initiating idea, Rick, I was going to post on EPZM. I do like their lead program/compound, DOT1L and EPZ-5676. Nice collaborations here along with decent results to date. I also know the CEO and think he has been a great fit, and has extensive pharma experience formerly at MRK.


I will mention several additional ideas, as these were good picks at least a week ago. Most have had significant bounces.


RIGL, ACAD, INCY, MDVN as well as the above mentioned EPZM and your mention of MGNX. I like the basket approach with these.





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