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Biotech / Medical : Biotech Valuation
CRSP 52.51+2.7%Nov 14 9:30 AM EST
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To: Biomaven who wrote (3950)5/31/2001 11:08:03 PM
From: Miljenko Zuanic  Read Replies (1) of 52153
 
Single pick is too risky, but too many is unnecessary dilution. Also, there is RISK, and there is risk.

To minimize risk (and increase chance for hitting right stock) I apply simple rule:
1. Identify market with potential, and opportunity for drug with new mode of action.
2. Identify new drug target which have high chance to be relevant for disease.
3. Identify company which have competitive advantage with the target.
4. Identify company with multiple programs.
5. Identify 1-4 as early as possible, and before next gay.

Than investigate company infrastructure and management record. If satisfied, invest. Avoid hype story and *single* BIG potential.

Hard work, but it does pay big buck at the end.

Miljenko
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