PTC Therapeutics -- PTCT Message Board

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Biotech / Medical : PTC Therapeutics -- PTCT

PTCT 68.31

+0.3%

Oct 31 9:30 AM EDT

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To: scaram(o)uche who wrote (16)	10/7/2014 11:35:24 AM
From: ghmm	Read Replies (1) of 38

Martin is a smart guy (much more than me) and seems to know his stuff well. He has certainly been right more often than not in his short thesis. That being said I recall his short case for NKTR proved to be wrong on multiple fronts (naloxegol, price targets, accounting for royalties and rest of NKTR pipeline in valuation). I tended to agree with him on 102 (I think it has a chance I just didn't like NKTR spending all the cash to find out). On PTC I don't have a position because I am just not sure on their DMD drug. I wonder if like NKTR though he isn't putting any value on their other candidates. I saw a tweet where it seemed to imply the SMA had little value since it was in Roche's hands. I like royalties so to me it could be quite valuable.

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