SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
52131 680 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.
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
52131of interest to those who have or are considering uhc's medicare advantage plsoftware salesperson412/30/2024
52130Mark Cuban’s interview with Eric Topol A far-reaching discussion on how Cuban asoftware salesperson-12/23/2024
52129Healthcare musings I’ll present a few articles i have been reading and then dissoftware salesperson112/13/2024
52128Good morning. Several of my biotechs are leaping tall buildings in a single bounSun Tzu-12/2/2024
52127RFK making dividends great again. PFE 6.77% GSK 4.62% BMY 4.27% Others like AMGJamesK-11/16/2024
52126If there is a pattern in what often becomes a major fall in market value of a stArt Bechhoefer111/10/2024
52125Wasn't meant to be comprehensive. I didn't screen names. Was off the topJamesK-11/9/2024
52124CRVS should be on your list.Aloner-11/9/2024
52123ALNY ARGX RVMD AMGN VRTX REGN VKTX Just posting a few names that have exceeded tJamesK311/8/2024
52122nature.com the effects of GLP-1 agonists across the economy. one nugget: Andsoftware salesperson211/5/2024
52121KZIA is up 348% on the week. A small Biotech that announced positive Phase II clAloner-7/13/2024
52120Good results from a Phase 3 trial of Vutrisaran, an RNAi therapy against ATTR caA.J. Mullen-6/24/2024
52119Study Suggests Genetics as a Cause, Not Just a Risk, for Some Alzheimer’s Peoplesoftware salesperson45/7/2024
52118erictopol.substack.com A Big Week for GLP-1 Drugs A Breakthrough Award, Nesoftware salesperson15/3/2024
52117Sorry don't follow them but they have a $5 billion plus market cap so they mJamesK-5/1/2024
52116IBRX anyone? Any holders, buyers, sellers, opinions, suggestions, complaints or Aloner-4/26/2024
52115Yes. Compare VINC to the great VKTX offering. The xbi run up over 100 has allowJamesK-4/26/2024
52114That's how it always goes with biotechs. If they can't license the drug,Sun Tzu-4/25/2024
52113VINC - sorry I ever mentioned this one. After declining all the way back down thJamesK-4/25/2024
52112Wow! Amazing!Sun Tzu-3/29/2024
52111VINC was .61 at bottom in the bio bear. Now over 9. There's a lot of these lJamesK-3/11/2024
52110VKTX - up on take over rumor. Seems unlikely before we see data on their drugs. JamesK-2/16/2024
52109ARGUS Opinion: Since 2021, the biotechnology industry has underperformed the broAloner11/24/2024
52108additional reasons over and above fewer side effects that novavax is better thansoftware salesperson21/21/2024
52107Does anyone know of a market cap weighted broad biotech ETF? I am looking for soSun Tzu-1/5/2024
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):