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Biotech / Medical : 2014 Biotech Charity Contest

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To: scaram(o)uche who wrote (290)6/12/2014 9:14:54 PM
From: mcbio  Read Replies (1) of 487
 
Yep, you nailed it for me: MGNX. And I put money where my mouth is recently (it's now one of my largest holdings). XNCR is well on my watch list for consideration as well. I don't put them quite on the same level as MGNX but shares are also a little cheaper too so maybe it evens out a little. But, the breadth of MGNX's novel pipeline, the list of big name partners, and the significant economics MGNX has been able to retain (e.g. U.S. rights to several of their key drugs; big milestone payments for Phase 1 trials) made them a no-brainer recent position for me. We'll see how it plays out.
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