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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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49152 679 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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49152I saw it in SC even though the weather prospects were not great. The diamond rinJamesK-yesterday
49151"Everything in moderation" wins again... Public Release: 22-Aug-2017Ian@SI-yesterday
49150The 10 second transition from partial to total perhaps the most dramatic naturalBiomaven3Monday
49149[tweet]software salesperson1Sunday
49148The difficulties of trials in biotechland... slate.com <i>“The only thinigel bates-last Thursday
49147Evercore ISI initiates 14 bullish calls, 9 neutral Evercore ISI releases an updaJulius Wong-last Thursday
49146You are absolutely right. Not only are the March 2018 puts the farthest out, buArt Bechhoefer-August 16
49145The far you can go is 3-2018, and there is risk MACE can "deliver less"Miljenko Zuanic-August 16
49144". . . the magic of an increased share count for a loss-making company . . Art Bechhoefer-August 16
49143>>not sure whether others found Neff's conflating of not being able toBiomaven3August 15
49142Replying to Peter's reply and to Tuck's, which is in the same vein, as wquidditch1August 15
49141Why aren't Chinese women affected? :-)DewDiligence_on_SI-August 15
49140The increased incidence of CKD in China appears to be manly diabetes-related: nBiomaven1August 15
49139The $300 million additional stock offering announced yesterday amounts to about Art Bechhoefer-August 15
49138 FGEN: one of the reasons that I am positive on this company in China is an admglass 0.5 full-August 15
49137>>suspected/front run by others Pretty clearly the news of the offering Biomaven-August 15
49136Good luck!!Robohogs-August 15
49135FGEN offering: Both the secondary and choice of GS are a surprise to me. Maybe tuck-August 15
49134>>FGEN taps Goldman as co-bookrunner for this $300mm secondary Both the Biomaven-August 14
49133FGEN taps Goldman as co-bookrunner for this $300mm secondary (+ customary green quidditch-August 14
49132FGEN secondary announced after close today. KJKeith J-August 14
49131>>some of the strategy used by FGEN in conducting tests in China is explaiBiomaven-August 14
49130After reading an article in yesterday's Sunday NY Times business section, itArt Bechhoefer-August 14
49129$FGEN Trying to put together a list everything FG3019 Is being researched in Mosariadough2August 12
49128IONS is now completing Phase 3 of inotersen on its own, after GlaxoSmithKline deArt Bechhoefer-August 11
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