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 54.55

-3.6%

3:27 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jayhawk969 who wrote (553)	1/24/2000 8:15:00 AM
From: biowa	Read Replies (1) of 52153

JD, However, we must not allow ourselves to get trapped in current development/treatment models too long. Perhaps I'm not reading your comment right, but your argument seems to be that we don't have to worry about payback b/c we're all going out to find new models which don't cost as much so we don't have to worry about development costs anymore. While Gx should definitely aid in finding more targets, and FGx may aid in choosing which to pursue, I wouldn't plan on these reducing drug development costs more than marginally. In fact, one of the problems w/ PGx is that while it sounds great, it'll almost assuredly end up increasing the cost of clinical development (at least for the first several years). As intelligent bioinvestor's we must plan for drugs with much higher efficacy Now this I can agree with entirely, and at some point future drugs with higher efficacy coming too rapidly eliminate positive ROI. NOTE: I'm long many issues in this sector, and have been for years. I'll be a net buyer over this rally; my comments are merely intended for SI investors to mull. biowa

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next