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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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48475 674 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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48475This looks like a good summary figure for the issues you raised with regards to semi_infinite -3 hours ago
48474>>It's very hard to compare across preclinical models here because allBiomaven-5 hours ago
48473Little background on FGEN CHINA - many investors are unaware Of the investment aariadough-Saturday
48472Thanks Dew - AshleyA.J. Mullen-last Friday
48471MYGN presented Prolaris data at the same conference, so maybe that’s part of theDewDiligence_on_SI-last Friday
48470Tril report link. From feb 16. twitter.com Yesterday, Trillium annariadough-last Friday
48469Genomic Health went up more than 10% yesterday on a good earnings call but gave A.J. Mullen-last Thursday
48468It's very hard to compare across preclinical models here because all the PD-Biomaven2last Thursday
48467Re: TRIL: You noticed that after 6 weeks, trough levels were above the minimumtuck-last Thursday
48466RE - " about as good a set of preclinical data for a broad-based oncology asemi_infinite -last Thursday
48465>>Any idea why they would do this ? Could be geographical - wanted to maBiomaven2last Thursday
48464Peter you say Also confirmation that they have increased enrollment beyond targeariadough-last Thursday
48463Thanks for the link, ariadough. Peter, Did you see how many institutions sold Bladerunner17-last Thursday
48462>>FGEN A lot more detail on the advancement of their corneal program in CBiomaven1last Thursday
48461Ladenberg report on TRIL follow link twitter.comariadough-last Thursday
48460Latest slide deck from FGEN archive.fast-edgar.com Nice to see in print class 1ariadough-last Thursday
48459All time high.Robohogs-last Thursday
48458Some detailed preclinical data from TRIL here: clincancerres.aacrjournals.org Biomaven-last Thursday
48457>>they need drug that can be dosed less frequent, every second week or lesBiomaven-last Thursday
4845620 months from the ATH now. What's ATH?DewDiligence_on_SI-last Thursday
48455It can be zero. Good? Ok. JonRobohogs-last Thursday
48454 Why would IBB:SPY be 1.8 or 1.9? It can be any value, even less than 1.0??? I Miljenko Zuanic-last Thursday
48453 [graphic] I hope your pessimism is shared by all. This chart shows that biRobohogs-last Thursday
48452All what am I sending is cautionary note....bios will continue to be under presMiljenko Zuanic-last Thursday
48451Here are groupings derived from last year's contest and how they have done tRobohogs-last Wednesday
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