Capsule rationale for 2015 picks in SI Charity Contest
ADXS: Low enterprise value; immuno-oncology program partnered with AZN with data in 2015.
AGTC: EV somewhat stretched, but good chance to ride AAVL coattails; AGTC’s single-mutation orphan indications are (IMO) better targets for gene tharpy than a multifaceted disease such as AMD.
CNAT: Several shots on goal in liver disease; multiple data readouts in 2015.
EGRX: 505b2 business model; bested Teva in first round of Treanda patent case.
ENTA: What P/E will investors apply to 2015 EPS?
MCUR: Israeli company with tiny EV; first of two phase-3 trials reports in late 2015.
OCRX: Elegant MoA for hepatic encephalopathy; have some concerns about phase-2b trial design in acute liver failure (and wouldn’t mind if final results slip to 2016), but data from two ISTs could provide a nice lift in 2015.
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