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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
51131 675 3 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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51131Alzheimer’s: - - aducanumab - - Tanzi , 2018 ncsoftware salesperson-8 hours ago
51130medicare open enrollment: I made a lot of laudatory remarks about medicare in msoftware salesperson-8 hours ago
51129Thanks. Progress (slow?). If any of these work....geeez.atticus4paws-last Tuesday
51128AFMD - update on IND filings and enrollment. affimed.comsemi_infinite -last Tuesday
51127Could mucins be the next big thing ? They would seem to avoid the disadvantagesnigel bates-last Tuesday
51126Vinay Prasad's last three podcasts on Plenary Sessions have been wonderful, keokalani'nui-October 12
51125Auph. for me it all boils down to how much honesty and integrity i believe mgt hlinhtu-October 12
51124AUPH lupus readout was supposed to be due Q4. Stock is certainly not acting likeJamesK-October 12
51123No, they should disclose both MACE data, which is relevant to the FDA, and MACE+tuck-October 11
51122FGEN 8-K out. Does this mean US safety will not be disclosed separate from EU? keokalani'nui-October 11
51121Art, I agree with all that you're saying. I do however believe that while Gary Mohilner-October 10
51120"When he stated we were out billions with Canada he failed to consider bothArt Bechhoefer1October 10
51119I believe Trump is placing far to much emphasis on manufacturing. Much of what Gary Mohilner-October 9
51118That was a weak bounce. Important to hold the recent bottoms technically. The semi_infinite -October 8
51117Hi CPI, Yes, I'm using a modified AIM for managing most of my ETF holdings.OldAIMGuy-October 6
51116FGEN i have been buying both Nov and Dec calls and adding shares.linhtu-October 5
51115Hi AimGuy, Have you been using AIM to time your investments? If so did you starCpi3663-October 4
51114FGEN almost back to your May 'Buy' viewpoint. Interesting time. Good sThe-Democrat-October 4
51113Regarding a possible recession, there is growing consensus that the tariffs withArt Bechhoefer-October 3
51112I've used FBT as my "biotech" holding for a while now. My last salOldAIMGuy-October 3
51111I was just proposing a hypothetical. I don't know at this point if we will hJamesK-October 3
51110My guess is that BTK will have higher relative strength than general market sincsemi_infinite -October 2
51109If we got a recession and the market fell 35% where do you think biotech would bJamesK-October 2
51108XBI gap closed this morning. IBB gap closed months ago (chronicled in thread). semi_infinite 1October 1
51107Akcea Therapeutics -- So far no explanation why three top executives were replacArt Bechhoefer-September 24
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