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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
51482 678 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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51482The sense I get from at least some of the ongoing vaccine trials is that theyArt Bechhoefer13 hours ago
51481On the contrary, by maintaining the placebo arm until as much information as posnigel bates-4 AM
51480Teledoc and Livongo are merging, Mullen-yesterday
51479Another example of taking potentially dangerous shortcuts on Phase 3 testing, noArt Bechhoefer-Monday
51478A puzzling aspect of MRNA’s COVID-19 phase-3 trial: TDewDiligence_on_SI1Sunday
51477Is anyone here interested in either NWBO or PSTI, I'm of the belief that botGary Mohilner-July 18
51476It's encouraging, but we won't know the winner until we see approval, esA.J. Mullen-July 16
51475Wow! I doubt that Moderna or any others can approach that level of efficacy, basArt Bechhoefer-July 16
51474The UK Daily Telegraph reports the Oxford-Astrazeneca vaccine Phase I trial findA.J. Mullen-July 16 Fauci on his history with viruses, how he handled the aids epidsoftware salesperson-July 15
51472Peter tweeted about this and said that FGEN is also going to run a Pamrevlumab mouton291July 13
51471potpourri: human challenge studies; fda vaccine guidance; deep sea; universe 1)software salesperson1July 5
51470Novartis pays $678M for kickback ------------- The top-shelf alcohol and lavishlinhtu-July 2
51469Fibrogen is initiating a study of pamrevlumab in acute Covid patients, finance.yA.J. Mullen-July 1
51468Gilead made its long awaited announcement regarding Resdemivir priceing today, bA.J. Mullen-June 29
51467It's also normal procedure for the FDA to approve a drug, even with some advArt Bechhoefer-June 29
51466Ocaliva has already been approved for another liver condition for some 5 years. Art Bechhoefer-June 29
51465Those stocks are modestly down on (justified) concern that FDA will require ph3 DewDiligence_on_SI1June 29
51464Dew, VKTX/MDGL down on justified/unjustified guilt by association? stevesjemmeri-June 29
51463ICPT—Was the FDA instructed to decline approval in order for the stock to drop, DewDiligence_on_SI2June 29
51462Intercept Pharmaceuticals (ICPT) fell 40% to $47 this morning on news that the FArt Bechhoefer-June 29
51461Re: Hedging the markets.............. I'm hedging my FBT position with plaiOldAIMGuy-June 27
51460I only belated realized that the ETA in LA was in late September. Here's moA.J. Mullen-June 27
51459just flu...Miljenko Zuanic-June 27
51458The US Navy's hospital ship, Mercy left San Diego an hour ago. She's heA.J. Mullen-June 26
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