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...

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