Decision Analytics
Long/short equity, growth at reasonable price, biotech

Merrimack Pharmaceuticals: The Sleeping Giant Of Cancer Care

After the surprise attack by Japan on Pearl Harbor in World War II Admiral Isoroku Yamamoto said the following to Ogata Taketora; "I fear all we have done is to awaken a sleeping giant and fill him with a terrible resolve."

I believe Merrimack Pharmaceuticals (NASDAQ:MACK) is a sleeping giant of oncology, with incredible potential to change the standard of care with personalized medicines and systems biology. This company, which features a very high short interest, has been prodded and poked with skeptical views and misleading articles, particularly recently. Now, Sanofi (NYSE:SNY) has just walked away from their second most advanced program. But I think this prodding and negative press may now inadvertently be bringing more...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details