Biotech Valuation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scott_jiminez who wrote (5532)	1/24/2002 1:16:28 PM
From: Biomaven	Read Replies (2) of 52153

I think you are way overstating the case here. Let's take SEPR's Soltara as an example. They are publishing their data - but they are waiting until around the time of approval to do so. Does that mean that until I see the published data I should just assume the drug is worthless? Or instead can I take their public claims on efficacy and speed of onset at face value? In SEPR's case I do just that - I assume that if they say it has a 20 minute onset of action with statistical significance and show a graph that looks reasonable and consistent to me, that they are telling the truth. Of course there will be some cases where the company is deceitful. But if you want to invest in biotech you have to get used to dealing with uncertainty - it is all about risk-adjusted return. I fully understand that until I've seen published information in decent journals (or better yet the AC transcript) I'm going to be dealing with the company's spin on their results. But that's part of the game. To suggest we should just disregard the company information altogether, would make investing in early stage biotechs virtually impossible. Peter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next