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Biotech / Medical : momo-T/FIF

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To: scaram(o)uche who wrote (12129)	1/17/2019 2:04:15 PM
From: tuck	Read Replies (2) of 12215

ZGN-1061 hold: There are times when shorting approval/buying a clinical hold is a good contrarian strategy. Superficially, this looked like one of them. But you say you don't trust management. This endpoints piece suggests that's a very reasonable attitude. Check out the note from Leerink included herein, which details some safety concerns, beyond what you've dug up so far: Déjà vu for Zafgen CHBR, that I've pointed to, seems like a better application of that strategy based on empirical share price evidence, but I'm not sure how their issue is resolved. They might need to reformulate due to injection site reactions. However, that's fairly benign compared to the various tox risks for ZGN-1061, true. So in spite of that concern, the stock has recovered along with biotechs in general these last few weeks. Cheers, Tuck

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