Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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48914 678 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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48914 <Do they restrict publication of nascent research by their scientists in thBiotech Jim1yesterday
48913Bevyxxa is sufficiently similar to Eliquis and Xarelto that it will likely work DewDiligence_on_SI-yesterday
48912No idea. At some point you can't keep things quiet and also keep the scientiBiomaven-yesterday
48911P = 0.057? Pretty sloppy analysis when safety and efficacy are at stake. I hopeArt Bechhoefer-yesterday
48910With approval of PTLA's Bevyxxa (betrixaban), FDA seems to have loosened itsDewDiligence_on_SI-yesterday
48909Basically near ATH ignoring first few months of life. Multi-year multi-hit high Robohogs-yesterday
48908FGEN secrecy: so the clues are in their patent filings, then. Argggh. Can'tuck-yesterday
48907I see. Do they restrict publication of nascent research by their scientists in atticus4paws-Thursday
48906They have an active program in China for an artificial cornea for which there isBiomaven-Thursday
48905Fudan is Ivy/Oxbridge equivalent. Robohogs-Thursday
48904No wonder FGEN is going up. ArtArt Bechhoefer-Thursday
48903FGEN: Is there anything in the pipeline except for FG-3019 and FG-4592? The watticus4paws-Thursday
48902Pamrevlumab: Orphan Drug Designation for Pancreatic Cancer PR out last night, aquidditch-Thursday
48901KOLS Interview on ROXADUSTAT just out in CHINA - Regulation of hypoxia - induariadough5Thursday
48900Is Bluebird's (Blue) treatment for multiple myeloma a significant breakthrouCpi3663-Wednesday
48899>>quite a few athletes, especially long distance runners, will be interestBiomaven-Tuesday
48898 They already are. fiercebiotech.comSMaturin-Tuesday
48897"It's potentially a cheaper, better, and also easier to administer drugArt Bechhoefer-Tuesday
48896 FGEN CHINA HIF target - new theory of renal anemia treatment, new hope 2017-06-ariadough-Tuesday
48895If safety pans out as I think it will, I see no reason why roxa (and its potentiBiomaven-Monday
48894Thanks Peter. One many things I should know by now. Ashley A.J. Mullen-Monday
48893Hmmm. Roxadustat might even replace the routine use of e-poetin drugs. I made aArt Bechhoefer-Monday
48892This preclinical paper explains why FGEN's roxa is very likely not a cancer-Biomaven-Monday
48891Those didn't work either - when you post a link have to make sure that the pBiomaven-Monday
48890Let's try that link again, Or This is conA.J. Mullen-Monday
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