$STML looking to add if we get a pull back. Also looking at Sept Calls. I think this one get back to$13/14 before ASCO. See recent presentation
$MTNB I added some back 3.16 yesterday and will do so again on weakness. April P2 MAT 2501, June NIH P2 and company sponsored VVC P2 June. Q2 will be huge
$CRVS already ran but one to watch into AARC
$SRPT adding on weakness
$TXMD on watch for May 7 PDUFA
$BPMX thinking we run to .60's if market can hold up here for a couple weeks
$ECYT and $ITEK. I really like the setup here on both. 10% position for me adding $ECYT on weakness
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