MYOK is awesome, but you guys need to be ahead of the curve, finding these (within 2 year old IPO) before they pop. Have to take a shot in the teens or lower on GOOD management Baker Bros. finds, use Commorant too....
Like I wrote before, not all home runs. But people dont leave GREAT jobs for a lesser one on an IPO corp. unless they know it is going to be great...
Then there are the corps. that have people moving up from MUCH lesser know biotechs into IPO corps. (stay away)...
Also dont forget, BB loans money, just because they buy a stock, doesnt make it great.
