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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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49489 682 2 BTK
Emcee:  Biomaven Type:  Moderated
Biotech stocks are a close second only to internet stocks in how difficult they are to objectively value. This means that biotech stocks can be wildly under- or over-valued, which creates an opportunity for either profit or frustration for an investor that "knows better than market." To paraphrase the master: "Every now and again you should look at the stock price to see if the market is offering to do anything stupid."

This thread grew out of the "Munch-a-Biotech" thread, and is meant to discuss biotech stock valuation methods of all sorts, as well as particular stocks or sectors you may feel are under- or over-valued.
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49489One company in field (forget who) said insurance companies seemed to prefer onceghmm-an hour ago
49488Drug products with an enormous up-front price for a (potentially) lifelong benefDewDiligence_on_SI-4 hours ago
49487Pricing is going to be interesting to watch. In certain areas the economically jrkrw-4 hours ago
49486For BMRN I am more worried about durability than (too high) Factor level. At fighmm15 hours ago
49485>>Gene therapy seems as if it's turned a corner and could be wildly diJamesK-5 hours ago
49484Not considering various patent issues, barrier of entry may be low but if someonrkrw-yesterday
49483I don't follow AVXS as closely but I found it interesting they are going intghmm1yesterday
49482Just entered P1 for SMA Type 2 but already in pivotal trials in Type 1. Good charkrw2yesterday
49481Don't know anything about Avexis, but I do know that a drug just entering PhBiomaven-yesterday
49480Ionis Pharmaceuticals seems to have dropped recently because AveXis announced itArt Bechhoefer-yesterday
49479The secondaries? Sure it benefits the companies, they can be more aggressive witJamesK-yesterday
49478Isn't that rather the purpose of having the market in the first place, thounigel bates-yesterday
49477I've been concerned for some time about the amount of secondaries these compJamesK-yesterday
49476FDA lifts hold on Fitusiran trial in hemophilia - Alnylam in partnership with SaA.J. Mullen-yesterday
49475I am really curious here. A friend scanned google and said biotech extremely rarRobohogs-yesterday
49474Only early stage, but remember there is no existing treatment. Given the very ennigel bates1Monday
49473Bit more detail on HD trial here: en.hdbuzz.netBiomaven1Monday
49472The news is encouraging, though it doesn't mean much for near term IONS reveArt Bechhoefer-Monday
49471Thanks for posting that Nigel. Maybe few readers of The Guardian invest in smalA.J. Mullen-Monday
49470Bluebird Bio Inc. (BLUE) Has Leaped To A New High On Study Results December 11, zzpat-Monday
49469Of interest for Ionis: theguardian.comnigel bates1Monday
49468FGEN 2 nice developments twitter.com twitter.comariadough-last Saturday
49467Not saying that FDA is wrong or right on them, only that STANDARD changed! SureClarksterh-December 8
49466A thorough examination of all data prior to approval is necessary to protect a dArt Bechhoefer-December 8
49465And how you explain (in light of candidate safety) reversal of the several CRL? Miljenko Zuanic-December 8
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