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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
51531 680 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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51531Quick comparison of PFE/BNTX and MRNA phase-3 protocols: investorshub.advfn.comDewDiligence_on_SI-September 17
51530Thanks Dew, I've trimmed off the 33% which still leaves me with a double uniA.J. Mullen-September 16
51529Yes, it's presumably a negative from a business standpoint. However, it may DewDiligence_on_SI-September 16
51528I just saw that, ILMN and Grail. Wouldn't that be a negative for NVTA, if tA.J. Mullen-September 16
51527Possibly related to ILMN's looming buyout of Grail for $1.9B: endpts.comDewDiligence_on_SI-September 16
51526Does anyone have a suggestion as to why NVTA is up 33% in 8 days?A.J. Mullen-September 16
51525Does anyone know how "rapid testing" is going to be done for COVID-19 Kirk ©-September 14
51524They enforced masks. Will do it with vaccines.Mr.Gogo-September 13
51523The COVID-19 vaccine trials are double-blind in theory; however, some vaccine-arDewDiligence_on_SI1September 12
51522Open label testing seems to be replacing double blind testing with control groupArt Bechhoefer-September 12
51521Thread on PFE/BNTX phase-3 enrollment expansion [scan up]: twitter.com CommentDewDiligence_on_SI-September 12
51520Here's an interesting article on C-19 testing. It involves two major corporaOldAIMGuy-September 11
51519RMG Insight Investment Astronomy Photographer of the Year competition lots of software salesperson-September 10
51518My understanding is that the purpose of trials is to put metrics on the benefitsSpekulatius1September 9
51517My guess is that the benefit of suboptimal vaccines will far exceed the AE'sA.J. Mullen3September 9
51516Plus Moderna will use the monies received to buttress a brand new platform whichhandyman-September 9
51515>>Setting a target date of November 1st, before any data is available, is IRWIN JAMES FRANKEL1September 4
51514>>The suggestion that Pfizer and Moderna vaccines will prevail over competIRWIN JAMES FRANKEL1September 4
51513Setting a target date of November 1st, before any data is available, is not exacnigel bates1September 3
51512The suggestion that Pfizer and Moderna vaccines will prevail over competitors liArt Bechhoefer1September 3
51511From the recent CDC guidance to states, it sounds more as though it's the Pfnigel bates-September 3
51510Roxa only approved for DD in Japan but Vada has been approved for both DD and noDaveAu-September 3
51509Won't matter now AKBA P3 failure.Joe Wesley-September 3
51508FGEN Headline in Pharma Japan today "Mitsubishi Tanabe’s HIF-PH Inhibitor HJoe Wesley-September 2
51507I've seen references to the Bradykinin hypothesis regarding Covid. It meantA.J. Mullen-September 2
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