I have at least bothered to put KPTI on my watch list now. How's that? It does seem like a bit of an excessive sell-off. And while I don't normally have a lot of interest in biotechs that trade near $1B market cap and are largely a one-trick pony, I can also see the flip side here of having full rights to an oncology drug with a novel MoA that has shown pretty clear early activity (emphasis on early of course). Curious to hear more of the bear thesis on KPTI and what we may be missing. I think the CEO was involved with Epix Pharmaceuticals before when it went bankrupt but that doesn't mean the CEO can't find success in future endeavors (like KPTI).
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