Pamela L. asks, "You attended a conference in Boston recently but I never saw you write anything about it. Did you see any companies that you liked?" You're correct. I did spend a couple of days at the Stifel Nicolaus healthcare conference and saw a few promising company presentations. In no particular order: Sarepta Therapeutics ( SRPT): I've written enough about eteplirsen already. This was my first opportunity to see CEO Chris Garabedian present the Duchenne muscular dystrophy data and the overall story in person. I walked out impressed and optimistic about the Oct. 11 presentation of the 48-week eteplirsen data. Clovis Oncology ( CLVS): The CO-101 phase III study in pancreatic cancer is expected to report top-line results before the end of the year. My colleague Nate Sadeghi discussed CO-101 and the study at length last February. He also recommended caution because prior data on CO-101 is thin, making it hard to predict the phase III results with any confidence. I agree with Nate on that point and he was right not with his call not to own the stock since February, down 15%. But I can see the stock running higher into the phase III data (it's already doing so) and I'm more willing than Nate to take the leap of faith necessary to believe in a positive outcome from the phase III study. Clovis has a great management team, too.