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Biotech / Medical
Biotech for less than cash value
An SI Board Since April 2002
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Emcee:  RWReeves Type:  Unmoderated
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658NWBO $1.8b market cap, $15m in cash, #3 performer on the year :)rkrw15/9/2022
657This board should be closed and replaced by a board discussing biotechs trading DewDiligence_on_SI15/9/2022
656Some not so fun stats on this bear mauling My database has 640+ names Median 2rkrw15/9/2022
655IMVT now MC $513m CASH $531mJamesK-4/28/2022
654BCAB now well under cash. 245 CASH 193 MC $76 for 52 week high. Now around $5.JamesK-3/12/2022
653LIAN (Chinese) 408 MC 420 CASHJamesK-2/11/2022
652KRON close. 422 MC vs 398 cash.JamesK-2/9/2022
651twitter.comDewDiligence_on_SI-1/28/2022
650Got to be a record, 139 at or sub cash, 155 if stretching it to 95% of cash. Todrkrw51/27/2022
649Brief comments on ASMB’s valuation and pipeline: investorshub.advfn.comDewDiligence_on_SI-1/23/2022
648ghmm nominates VYGR..... twitter.com (thanks!)scaram(o)uche11/21/2022
647Anyone have companies from either RKRW's or bmaz's list where preclinicascaram(o)uche-1/21/2022
646Here is a spreadsheet of 'less than cash' biotechs that I generated thisbmaz00121/20/2022
645Now up to 116 below, or at cash on hand, current valuation vs 9/30 cash levels. rkrw31/19/2022
644Yes, TERN has four assets but will take many Phase II trials to pin down the besJamesK-1/19/2022
643I like their valuations given they have clinical trials, but both Duchenne'sA.J. Mullen-1/19/2022
642Wow. Listened to the TERN presentation. Their CMO/CSO/prez is a live wire! Thscaram(o)uche-1/18/2022
641SLDB and TERN. Both presented at JPMorgan if anyone wants a deeper dive.JamesK11/17/2022
640Heh! Lucky guy. So... LVTX. Have a history in the lab with anti-CD1 that wascaram(o)uche21/8/2022
639I appreciate your encouragement but that would turn into what they call a 'jbmaz001-1/8/2022
638OK, so we all know that source materials are often not accurate. Stats. So, toscaram(o)uche-1/8/2022
637LVTX expects to release P1 data for LAVA-051 (MM, AML, CLL) in 1H 2022. They alsbmaz00111/8/2022
636Who needs Lunesta when you have my spreadsheets up on the screen.bmaz00111/8/2022
635Speaking of buyouts, here are some fresh M&A candidates from Goldman Sachs. bmaz001-1/8/2022
634Just counted. Have 24 windows open on Chrome, about 1/3 filled with Bob's sscaram(o)uche-1/8/2022
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