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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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683Market size addressed here, also from Matt..... mattbiotech.substack.comscaram(o)uche-April 3
682We usually look for negative EVs after a prolonged sector drought. But we'vscaram(o)uche-April 3
681They are all so beaten down. I'm sure in five years they'll be so many, JamesK-10/30/2023
680Fate is interesting. I was tempted before the sell-off. It’s working on exciA.J. Mullen110/29/2023
679FATE is another one that experienced a large loss after attaining a huge market JamesK-10/28/2023
678One that makes your list due to its decline is KOD. Has like cash 4 times marketJamesK-10/23/2023
677Thanks! Great list. When I did sort the list (by an estimate of cash/ market-capArea51-2/6/2023
676On topic, follow this link (hope it works!) and be sure to follow the link in Wiscaram(o)uche-2/3/2023
675From the list I own CRDF and CRIS. Needless to say, I've gotten killed on boBladerunner1711/16/2023
674I've unlocked the 'Less Than Cash' workbook so you can download it tbmaz00121/11/2023
673Thanks. Do you (or other thread followers) have some favorites per chance? SometArea51-1/11/2023
672Here you go. Happy trading. Below Cash as of 2023-01-06bmaz00131/9/2023
671I looked at 3 I have small positions in: (TL = total Liabilities) (cash-TL)/ Area51-1/6/2023
670That was a nice list you did last year (although I suspect most people buying frArea5111/6/2023
669Immunic (IMUX) dropped 78% today to $2.04, which takes its cap to less than cashA.J. Mullen110/21/2022
668A pyrrhic victory!rkrw-10/3/2022
667The 667% premium is the highest I've ever seen in a biotech buyout, but it&#DewDiligence_on_SI110/3/2022
666Miracles can happen, #11 on the list, LOGC acquired by AZN at a 600%+ premium, brkrw110/3/2022
665Median name was down 50.2% on the year as of that cut, with very few stocks up orkrw-9/27/2022
664Oh my gosh! Look at how bad it is now compared to January; Message 33681925 GotSteve Lokness-9/27/2022
663Below is through 9/23. Bladerunner has kindly volunteered to contribute and alphrkrw49/27/2022
662What are the latest stats for companies trading for less than cash? AlphabeticaBladerunner17-9/26/2022
661NVTA is interesting. Nearly $900m cash but the free cash flow is $-617m. The maA.J. Mullen-5/23/2022
660NWBO: the market cap was a surprise given it's (now) trading for pennies, buA.J. Mullen-5/11/2022
659That was more timely than I could have known on NWBO :) Negative tech value learkrw25/10/2022
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