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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
51039 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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51039A valuation case study..... sickeconomics.comSickEconomist-Saturday
51038>>Not sure how revenues flow to FGEN from the chinese entity though. It&#Biomaven-last Friday
51037I guess the needle might get moved if the gov't decides to pay for DD and/oratticus4paws-last Thursday
51036China approves Roxadustat for chronic kidney disease(CKD, including non-dialysisA.J. Mullen1last Wednesday
51035China adds 148 drugs to key insurance list: state media BEIJING/SHANGHAI (Reutejb118-last Wednesday
51034UCSF has some high profile clinicians who also publish/run trials, teach etc Broldirtybastard-last Monday
51033SESN-Sesen Bio: One Step Closer To FDA Approval - An Update seekingalpha.comCeltictrader-last Monday
51032GSK's dapro may in fact have a trial in NDD vs. PBO. It does: ASCEND-NHQ btuck-August 18
51031<<1. For the first time (i.e., the first quarterly report), FGEN reported quidditch3August 18
51030OT - need MS specialist in San Francisco. I have a young friend that is a likelIRWIN JAMES FRANKEL-August 17
51029CELG I'm starting to wonder if they will be able to sell Otezla. Seems likIRWIN JAMES FRANKEL-August 17
51028Struggle for power is devastating population effected with ebola, and individualMiljenko Zuanic-August 14
51027Recent weakness in the share price of Ionis Pharmaceuticals appears to be relateArt Bechhoefer-August 14
51026Much needed in some places: reuters.comnigel bates-August 14
51025Indeed, “Now we can say that 90 percent can come out of treatment cured, they wiMiljenko Zuanic-August 13
51024Good news re Ebola: nytimes.comnigel bates-August 13
51023"That would seem to open them up for all the other indications like Cancer Art Bechhoefer-August 12
51022That would seem to open them up for all the other indications like Cancer anemiaJamesK-August 10
51021I'm still scratching my head regarding comparing roxadust against a placebo A.J. Mullen-August 9
51020Buying anything in this market is getting dangerous, owing mainly to concerted pArt Bechhoefer-August 9
51019The call seemed clearer than the last one and pretty positive. Was that your inCpi3663-August 9
51018FGEN pretty much came out and said not to worry about non-inferiority after theyBiomaven1August 8
51017Fibrogen's reported, 8k and call information, seekingalpha.comA.J. Mullen-August 8
51016>>Should we trust Basf? Yes, but very few have ever even heard of them. Biomaven-August 3
51015I agree that there is very low trust when come to bottle content, coming from AsMiljenko Zuanic-July 31
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