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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
51337 676 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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51337Agreed on both counts. It's important to recognize biases. As I recall, thA.J. Mullen1Monday
51336>>2.3% of confirmed cases were fatal. There are two opposing reasons why Biomaven1Sunday
51335There (WW) will be bumerang/domino effect on economy as whole, still <Note thMiljenko Zuanic-last Friday
51334[OT]—You're correct that DE is not doing well in an absolute sense—FY2020 EPDewDiligence_on_SI-last Friday
51333Read like they got some price/margin mix increase, construction segment slowing winbiggs-last Friday
51332Somewhat encouraging: twitter.comDewDiligence_on_SI-last Friday
51331Ashley, do not know what to tell you. I think that *disaster* is much worse thanMiljenko Zuanic1last Friday
51330Here's a paper from China CDC, 2.3% of confirmed cases A.J. Mullen-last Thursday
51329CoV Pathology...only abstract, sciencedirect.comMiljenko Zuanic-last Thursday
51328Severity (harm) is not only from DEATH, it is from comorbidity... related to recMiljenko Zuanic-last Thursday compensate severity of the infections (because most likely virus will evolA.J. Mullen-last Thursday
51326<Get a good supply of all your meds, and go ahead with any elective medical pMiljenko Zuanic-last Wednesday
51325>>people sleep better after getting cataract surgery? Seems plausible theBiomaven-last Wednesday
51324[OT]—Apropos to your comment about circadian retinal receptors: Is there any empDewDiligence_on_SI-last Wednesday
51323…go ahead with any elective medical procedures (like colonoscopies) now. If CoviDewDiligence_on_SI-last Wednesday
51322The market reaction of extreme optimism discounts the impact of covid-19 in favoArt Bechhoefer-last Wednesday
51321I'm very confused by the market reaction here. I think this is likely to becBiomaven-last Wednesday
51320My feeling on underestimating the economic significance of virus is an unambiguA.J. Mullen-February 14
51319<Are we underestimating the economic significance from the virus?> So far Miljenko Zuanic-February 14
51318Are we underestimating the economic significance from the virus? A local smallSteve Lokness-February 14
51317FibroGen Announces U.S. FDA Acceptance of New Drug Application for Roxadustat foA.J. Mullen-February 12
51316Couple of interesting papers from the Editas guy: nature.comnigel bates-February 12
51315<IMO that's social media gone wild.> Maybe, but I am not so sure. Was Miljenko Zuanic-February 9
51314IMO that's social media gone wild. In my local hospital (US west coast), pasemi_infinite -February 9
51313I pity those aboard the Diamond Princess, but it's going to provide good datA.J. Mullen-February 9
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