Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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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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49279While the technology and science in biotech is wonderful and the increases in mseminole-3 hours ago
49278The fundamentals for oil have changed. Meanwhile the fundamentals for biotech aArt Bechhoefer-4 hours ago
49277oil is at 50$/b. are you saying that if the fracking play ,which is the main drilinhtu-5 hours ago
49276". . . go buy ge or 3m ,xom . . ." To me, those stocks are risky becaArt Bechhoefer-7 hours ago
49275 FGEN filing has some good info including this. I thought Bayer was inactive butDaveAu-7 hours ago
49274I specifically use speculative for a reason. anything related to "biotech vlinhtu-8 hours ago
49273Exel up nearly 30%. FDA has granted priority to reviewing Cabometyx against advA.J. Mullen-8 hours ago
49272Only current trials shown on clnicaltrials are from FGEN, GSK and AKBA. Biomaven19 hours ago
49271You use the term "speculation," whereas I believe there is a differencArt Bechhoefer-9 hours ago
49270At present, there are six international hypoxia-induced factor prolyl hydroxylasDaveAu-10 AM
49269$FGEN nice article out of CHINA. NDA Seems to be going very well Beijing Intariadough27 AM
49268the point of this discussion is not to argue or to rank this method over that onlinhtu-Saturday
49267>>All that matters is cash runway and how good the drugs are and what theiIRWIN JAMES FRANKEL7Saturday
49266Book value is important, especially when it DOESN'T reflect intrinsic value,Art Bechhoefer-last Friday
49265Book value in a development stage biotech is as meaningless as earnings. NumbersBiomaven4last Friday
49264I look at total market value, compared with book value when I try to predict shaArt Bechhoefer-last Friday
49263You think it gets bought cheaper than ITMN? Really? No way they sit for years wiRobohogs1last Thursday
49262I feel the same way -- establish a long position and then, at appropriate times Art Bechhoefer-last Thursday
49261 The investor who sells in-the-money put options must be comfortable with (and fatticus4paws-last Thursday
49260FGEN is likely to have a very bright future for investors, but buying it after aArt Bechhoefer-last Thursday
49259And there's always $ cost averaging.nigel bates-last Thursday
49258I can't pretend to understand why FGEN went up five points the other day folBiomaven1last Wednesday
49257When fgen pulls back 5 points or so, is that a buying opportunity?Cpi3663-last Wednesday
49256FGEN article Fibrinogen: An underrated biotech pearl with gamecariadough-October 4
49255Perhaps - and other than for the charity contest... - the short term moves don&#nigel bates-October 3
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