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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
50887 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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50887With the recent slide in biotech, I decided to publish the full list of biotechbmaz00147 hours ago
50886<Mkt is reacting to Trump and Pelosi maybe needing a deal on pricing imho.>Miljenko Zuanic112 AM
50885To each his own lol. This guy says election night 2016. I think he is nuts persoRobohogs-yesterday
50884SPX has gaps galore down to ~2700 or 6%. What would qualify as a "crash&qusemi_infinite -yesterday
50883We are OS here already. Valuation metrics? It all depends on politics tbh. Mkt iRobohogs-yesterday
50882<Bios are crashing a bit.> How much they need to crash to change metrics?Miljenko Zuanic-yesterday
50881Yes, MGL-3196 may be the best, but the price of MDGL shares compared to VKTX makArt Bechhoefer-yesterday
50880Do MGL and other NASH candidates have potential for other uses, given they lowerA.J. Mullen-yesterday
50879A source that is often wrong is screaming crash. Thing is he called yday for a tRobohogs-yesterday
50878I don't know. The drug companies, of course, want it to be chronic adminisatticus4paws-yesterday
50877One simple question: IF drug resolve NASH at 12/24/36...whatever weeks, do you sMiljenko Zuanic-yesterday
50876Looks likely IBB gap to close soon. XBI still has 10+% to go. Do the spx tea lsemi_infinite -yesterday
50875An interesting NASH article by a Madrigal investor: MGL-3196: Not Ideal, But Cutnsaf2yesterday
50874just a follow up on this one...for the record I think they will get approval, tholdirtybastard-yesterday
50873Besarab's erudite primer dates to 2016, and it was widely and valuably repriquidditch-Monday
50872Yes, that was the one. ArtArt Bechhoefer-Monday
50871A while back, someone on this thread posted a really good link to a seminar or DewDiligence_on_SI-Monday
50870Evidently the PJ analyst did not examine developmental data on roxadustat. A whArt Bechhoefer-Monday
50869Re: Indivior This will be a fascinating case to watch unfold. I suspect the Domr.optimistic-Sunday
50868With dose reduction Iloperidone lost effectiveness (relative to others in class)Miljenko Zuanic-Sunday
50867...drug development examples where the company was still trying to find a lowerDewDiligence_on_SI-Sunday
50866I know the big guys have prop trading desks, but didn't know PJ had one. I atticus4paws-Sunday
50865Sure. Not just Piper. All market makers.semi_infinite -Sunday
50864So Piper makes a market in FGEN, as well as attempts to time the stock, on the latticus4paws-Sunday
50863Piper Jaffray analyst Danielle Brill started FibroGen with a Neutral rating and JamesK-Sunday
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