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   Biotech / MedicalBiotech for less than cash value


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From: JamesK3/12/2022 12:38:32 PM
   of 683
 
BCAB now well under cash. 245 CASH 193 MC $76 for 52 week high. Now around $5.

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From: JamesK4/28/2022 10:50:00 AM
   of 683
 
IMVT now MC $513m CASH $531m

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From: rkrw5/9/2022 9:08:02 PM
1 Recommendation   of 683
 
Some not so fun stats on this bear mauling

My database has 640+ names

Median 2022 YTD -49.1% (on top of -42.2% last year)

For 2022:
41 names are up any amount
602 down
3 have 2x (nvct, trvi, nwbo)
11 are up 30% or more

317 down 50% or more
185 down 60% or more
87 down 70% or more
27 down 80% or more

255 names sub cash (39.6%)-- ***most not updated for Q1 cash mind you
~100 at half cash
~40 at 1/3rd cash
14 at 1/4th of cash

41 of the 42 lowest market cap names are sub cash, tells you the market isn't expecting any of them to stick around long.

Cumulatively down $224b which understates it by some billions as new names have been added for IPO's etc.

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To: rkrw who wrote (656)5/9/2022 10:47:33 PM
From: DewDiligence_on_SI
1 Recommendation   of 683
 
This board should be closed and replaced by a board discussing biotechs trading for MORE than cash value.

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To: DewDiligence_on_SI who wrote (657)5/9/2022 11:48:52 PM
From: rkrw
1 Recommendation   of 683
 
NWBO $1.8b market cap, $15m in cash, #3 performer on the year :)

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To: DewDiligence_on_SI who wrote (657)5/10/2022 9:09:29 PM
From: rkrw
2 Recommendations   of 683
 
That was more timely than I could have known on NWBO :)

Negative tech value leaders

GLPG a whopping $1.72b (through Q4)
KOD: -$388m (through Q1)
ADGI: -$283m (through Q4)
MOR: -$248m (through Q1)
CNTB: -$232m (through Q4)
SBTX -$212m (through Q4)
AVIR: -$209m (through Q1)

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To: rkrw who wrote (659)5/11/2022 12:39:21 PM
From: A.J. Mullen
   of 683
 
NWBO: the market cap was a surprise given it's (now) trading for pennies, but there's nearly a billion shares outstanding.

I'm still puzzled regarding the boost then fizzle of interest. Did the public presentation yesterday dashed rumours?

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From: A.J. Mullen5/23/2022 1:54:13 PM
   of 683
 
NVTA is interesting. Nearly $900m cash but the free cash flow is $-617m.
The market cap is $825m. The stock price is down 90% in a year.

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To: rkrw who wrote (650)9/26/2022 4:37:14 PM
From: Bladerunner17
   of 683
 
What are the latest stats for companies trading for less than cash? Alphabetical order would be useful.

Thanks.

Bladerunner

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To: rkrw who wrote (650)9/27/2022 4:29:22 PM
From: rkrw
4 Recommendations   of 683
 
Below is through 9/23. Bladerunner has kindly volunteered to contribute and alphabetize this.

Virtually all of the below are updated through Q2. This is not net of debt, some are buried in debt. Some may be well below cash now but with ongoing spend will soon be well below or even out of cash.
222 names.

Company%C
Adxs, 744%
Tnxp,599%
Sgtx, 544%
Kala,541%
Cbio,510%
Caba, 508%
Elev, 462%
Oncr, 452%
Avro,435%
Tlis, 406%
Logc, 397%
Pte,381%
Cfrx,375%
Agtc,373%
Afib, 364%
Obsv,353%
Phge, 349%
Itrm,346%
Vinc, 346%
Pyxs, 345%
Nbrv,340%
Algs, 336%
Bolt,335%
Pasg, 334%
Otic,332%
Pulm, 329%
Imnn, 328%
Crbp,322%
Acor,317%
Ruby,314%
Vyne, 309%
Nltx,306%
Aytu,306%
Amam, 301%
Vblt,299%
Cala,299%
Aptx,298%
Mtcr, 297%
Aezs,297%
Fbio,291%
Xcur,284%
Prqr,281%
Frtx, 281%
Harp,279%
Tcrr,278%
Sprb, 277%
Sldb,276%
Tpst, 265%
Meip,262%
Qtnt,257%
Mtem,257%
Siox, 252%
Hgen,251%
Fixx,250%
Htgm,247%
Akba,243%
Advm,242%
Glmd,242%
Surf, 240%
Ctmx,238%
Plxp,236%
Snti, 234%
Snse, 233%
Ubx,231%
Ontx,231%
Dffn,229%
Gray,227%
Nxtc,220%
Fusn, 220%
Mbio,217%
Nbse, 214%
Bxrx, 214%
Amti, 212%
Atha, 211%
Cntx, 210%
Rmti,210%
Cdak,210%
Bdtx,209%
Angn,203%
Slrx, 203%
Elox,203%
Glyc,202%
Olma, 202%
Tals, 201%
Agle,200%
Lsta, 196%
Nviv,195%
Xbit,194%
Jspr, 193%
Cemi,192%
Sesn,192%
Evok,190%
Pepg, 190%
Pali, 189%
Xlo, 189%
Dtil, 189%
Vrpx, 188%
Icvx, 186%
Cocp,186%
Eldn, 185%
Onct,184%
Rgls,184%
Gmtx, 182%
Frln, 180%
Grph, 179%
Cycc,178%
Rdhl,177%
Hepa, 177%
Asln,177%
Achl, 176%
Vlon, 176%
Sttk, 176%
Uncy, 175%
Epix,175%
Rcor, 174%
Trvn,174%
Crdf,173%
Tcrx, 172%
Bysi, 171%
Cyto, 171%
Eftr, 171%
Atnx, 171%
Cmmb, 170%
Hypr, 168%
Oric, 168%
Alrn,167%
Bcel,167%
Tara, 165%
Fbrx,165%
Prds, 165%
Psnl,163%
Mgta,162%
Freq, 162%
Casi,162%
Arav,161%
Crvs,161%
Blcm,159%
Elym, 158%
Cris,157%
Nuvb, 157%
Glpg,156%
Indp, 156%
Sybx,156%
Zyne,155%
Syrs,155%
Sqz, 154%
Asmb,154%
Spro,153%
Blph,152%
Lian, 150%
Nhwk, 147%
Cgen,147%
Grcl, 146%
Ikna, 146%
Ivvd, 145%
Vtgn, 145%
Dmtk, 144%
Prax, 143%
Abio,143%
Onvo,142%
Kron, 142%
Tyme, 141%
Ktra, 141%
Avir, 140%
Lbph, 140%
Isr,140%
Rphm, 139%
Slno,138%
Clxt,138%
Bntc, 135%
Icpt,135%
Ekso,134%
Tnya, 134%
Ayla, 133%
Adap,132%
Lvtx, 130%
Nvta,129%
Kod,129%
Inzy, 127%
Grtx,124%
Fhtx, 124%
Fnch,124%
Cntb, 122%
Aplt, 121%
Mor,120%
Dbtx, 119%
Npce, 119%
Wint,118%
Pypd, 118%
Ovid,117%
Cnta, 117%
Ltrn, 117%
Akus, 117%
Lab, 116%
Evfm,116%
Idra,116%
Agrx,116%
Autl,116%
Alec,115%
Itos, 115%
Qtrx,115%
Hook, 115%
Dmac,113%
Gbio, 112%
Scyx,112%
Apto,111%
Jnce,110%
Dnay, 110%
Abos, 110%
Rzlt, 109%
Qsi, 108%
Rpid, 107%
Life,106%
Nktr,106%
Atra,105%
Tmbr, 104%
Blrx,103%
Apre,103%
Clls,102%
Stro,102%
Xfor,101%
Tenx,100%

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