Poonam A. Arora
Long/short equity, value, research analyst, biotech

Epizyme: Undervalued Rare Asset With Outsized Potential

Investment Thesis

Epizyme (NASDAQ:EPZM) is an oncology focused biotechnology company. Its drug development platform is based on epigenetics, the science of reversible gene expression. The company's lead drugs EPZ-5676 and EPZ-6438 are currently undergoing Phase I development. The agents represent a novel class of inhibitors that target epigenetic proteins called histone methyl transferaces (HMTs). Both EPZ-5676 and EPZ-6438 are backed by substantial scientific literature showing that for each drug the associated HMT protein is a valid target in the indications under study. In addition, in preclinical studies, both compounds were successful at inhibiting the HMT targets and reversing the epigenetic factors that triggered oncogenesis. However, as in the case of all biotechnology, translation of preclinical data to humans...

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