Jefferies analyst Michael Yee believes the recent pullback in shares of Epizyme creates an attractive risk/reward ahead of a "catalyst-rich" 2018. The company's market capitalization could appreciate from less than $1B to $2-$3B over time if data in the second half "starts to play out like we expect," Yee tells investors in a research note. He thinks Epizyme's mixed shelf filing last week has some investors concerned that an equity financing could be possible in the near term. Yee believes, however, that the filing "simply replaces and refreshes" an existing one that has always been on hand as opposed to suggesting the company is getting ready to raise near-term cash. The analyst keeps a Buy rating on the shares with a $27 price target.