I've followed INFI due to their hsp90 inhibitor, which is the best viable competitor to ganetespib. However, I didnt invest in INFI because I think ours is better, as theirs is more chemically related to some other failed ones. So I didnt invest in Infinity.
But I'm kicking myself because I've been asleep at the wheel. Their other big drug (anti-inflammatory, anti-cancer) could be a gigantic blockbuster. Their hsp90 inhibitor is just possible icing on the cake