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Biotech / Medical : Biotech Valuation
CRSP 56.71+0.4%Dec 24 12:59 PM EST
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To: tuck who wrote (1263)6/27/2000 11:31:00 AM
From: Biomaven  Read Replies (2) of 52153
 
tuck,

The value of a general thread on some topic is if there is a high degree of commonality between the posts. Mabs are still new enough so that, e.g., a tox failure in one Mab would likely be of significant interest to all the other Mabs as well. OTOH, a tox or efficacy failure of one small molecule doesn't really say much about any of the others.

A further issue is that the small molecule world is still dominated by the pharmas rather than the biotechs. To fully understand the biotechs you need to understand the pharmas to some extent as well, but it's hard because they have so many programs and are so much more secretive about their programs. I personally wish I had a much better handle on the pharmas.

Bottom line answer is I'm not sure. There are a lot of threads already and only a limited number of SI biotechies.
Anyone else have a view?

Peter

P.S. There certainly is some stuff well worth discussing. Like the focus of the recent MLNM deal, for example:

This collaboration will focus on enhancements to predictive ADMET (absorption, distribution, metabolism, excretion and toxicity). ADMET encompasses key characteristics of a drug that affect its safety and efficacy and is the basis for many candidate failures in clinical trials. The goal of the ADMET effort will be to enhance drug development productivity by reducing the time required for chemistry and to deliver products to clinical trials with a higher probability of success.
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