10% Owner of Epicept Partner Feautured in This Week's Barrons
First Eagle has been accumulating shares of MYRX, which licenses Azixa from EPCT.
No mention of either company in the subscription article which I can't post; however, here's an excerpt:
An Interview with Matthew McLennan, who is Chief, Global Value Team, First Eagle Investment Management
"THE LEAST WORST CHOICE," which is how Matthew McLennan of First Eagle Investment Management describes equities, is hardly a ringing endorsement. But McLennan, who heads the firm's global value team, nonetheless maintains that for stockpickers willing to do the work, there are good opportunities.
First Eagle is a value shop, overseen for many years by well-regarded investor Jean-Marie Eveillard, who retired last year. It stresses the importance of finding a margin of safety by investing in companies with strong balance sheets and management teams aligned with their shareholders' interests. McLennan, who joined the firm a little over two years ago after a long stint at Goldman Sachs Asset Management, is carrying on that tradition.