ZGNX - Zogenix: A Rich Bet On Poor Investor Sentiment And Exaggerated Commercialization Concerns

• Shares of Zogenix have been under pressure lately due to safety concerns surrounding its unique anti-epileptic drug, Fintepla.
• Despite receiving FDA approval for a rare and serious epileptic condition, Dravet syndrome, investors are concerned the drug's safety profile will limit its market potential.
• I believe that not only is the company well-positioned for commercialization, but also the drug is primed for market success.
• For one, the drug has remarkable efficacy in this difficult-to-treat epileptic condition. Two, its safety profile is unlikely to deter the drug's use.
• Zogenix is a good "comeback candidate" as Fintepla commercialization nears, although it is unlikely to be a quick bounce.

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