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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
52119 679 3 CRSP
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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52119Study Suggests Genetics as a Cause, Not Just a Risk, for Some Alzheimer’s Peoplesoftware salesperson2May 7
52118erictopol.substack.com A Big Week for GLP-1 Drugs A Breakthrough Award, Nesoftware salesperson-May 3
52117Sorry don't follow them but they have a $5 billion plus market cap so they mJamesK-May 1
52116IBRX anyone? Any holders, buyers, sellers, opinions, suggestions, complaints or Aloner-April 26
52115Yes. Compare VINC to the great VKTX offering. The xbi run up over 100 has allowJamesK-April 26
52114That's how it always goes with biotechs. If they can't license the drug,Sun Tzu-April 25
52113VINC - sorry I ever mentioned this one. After declining all the way back down thJamesK-April 25
52112Wow! Amazing!Sun Tzu-March 29
52111VINC was .61 at bottom in the bio bear. Now over 9. There's a lot of these lJamesK-March 11
52110VKTX - up on take over rumor. Seems unlikely before we see data on their drugs. JamesK-February 16
52109ARGUS Opinion: Since 2021, the biotechnology industry has underperformed the broAloner1January 24
52108additional reasons over and above fewer side effects that novavax is better thansoftware salesperson2January 21
52107Does anyone know of a market cap weighted broad biotech ETF? I am looking for soSun Tzu-January 5
521062024 Biotech Charity Contest Up & Running! Come one, come all, pick your btechnetium-12/29/2023
52105nytimes.com Serious Medical Errors Rose After Private Equity Firms Bought Hospisoftware salesperson212/27/2023
52104eric topol's latest substack on covid, nasal vaccines, long covid and, unforsoftware salesperson112/17/2023
52103here is a follow-up freakonomics podcast on how PE firms operate in general rathsoftware salesperson111/28/2023
52102Re: CRSP Trade History.................................. Since adding CRSP to mOldAIMGuy111/20/2023
52101nbcnews.com novavax locator - - open appts. in your area in 2nd to last paragrasoftware salesperson111/20/2023
52100TENX up 295% CHAPEL HILL, N.C., Nov. 13, 2023 (GLOBE NEWSWIRE) -- Tenax TherapeuAloner-11/13/2023
52099erictopol.substack.com The latest on a glp-1 drug: To me the biggest concern isoftware salesperson211/12/2023
52098eric topol's latest substack on nasal vaccines at: erictopol@substack.com esoftware salesperson410/15/2023
52097Geez just a couple day bounce after my last post and now on to new lows. The CriJamesK-10/2/2023
52096twitter.com scroll up how to interpret free home rapid covid tests.software salesperson-9/27/2023
52095erictopol.substack.com Eric Topol analyzes: When the Breakthrough Obesity G-Agsoftware salesperson29/27/2023
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