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Biotech / Medical : Munch-a-Biotech Today

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To: tuck who wrote (3072)	8/24/2016 8:34:23 PM
From: Miljenko Zuanic	of 3158

My view: OPHT is a hype because Fovista (so far) do not bring sufficient benefit to warrant additional hassle and cost. IF P3 are positive, durable ...4-6 letters, and no significant increase in adverse events that maybe we can talk about market value. PBYI..."shit" hype, nothing more. LXRX (have position) has that dual inhibitor and IF there is deference from single ones (currently doing nicely in diabetes market) than we should expect further appreciation in MC. RARE is potential munch, but how to allocate appropriate MC value is out of my reach. INCY and BMRN....will they accept/adapt munch option??? SGEN is hard to valuate properly..too many unknowns.

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