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Biotech / Medical : momo-T/FIF

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To: scaram(o)uche who wrote (12008)	12/28/2018 1:08:51 PM
From: tuck	Read Replies (2) of 12215

Perhaps start prioritizing by nearness of catalysts . . . so, of these on my radar at all: URGN Olympus P3 data Q1/19: know nothing about the the odds. Will look. FGEN MACE data late Q1/early Q2/19: have done research, and think the bear case is superficial and weak. Bears may be painting roxa with an epogen brush wrt to cardio safety, and they are just not looking deeply enough at available studies and data, IMO. Possible (but unlikely given dosing) left field effects of hitting the target not likely to show in the time frame being studied. Repositioning portfolio to overweight this even more. See Pointer to Tuck's FGEN cardio tox research VKTX animal tox data in first half 19: not much to add wrt to "success." Clues in old Metabasis studies, perhaps? Others here have likely covered this angle to the extent possible, will let them speak. I'll check up on URGN instead. I'll throw two more cheapies into the mix that have next quarter catalysts: FCSC. I know zero, but it was mentioned by a respected biotweeter. SLDB. Know nothing. Maurice follows it. Cheers, Tuck

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