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Biotech / Medical : Biotech Valuation
CRSP 55.28+5.3%Nov 17 3:59 PM EST

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To: Biomaven who wrote (6539)6/11/2002 6:48:36 PM
From: sammaster  Read Replies (2) of 52153
 
biotech valuations i think are nearing at least their short term lows as this now feels like a capitulation selloff where the longtimers on many threads are giving up hope whereas in the past they would buy on the dips....
chartwise naz support at 1100 and btk support at 300...

so which biotechs/pharmas have the most value now in the threads opinion?
my picks so far pending further research(there are so many long term bargains out there)

ELN lots of current and near term products, also lots of uncertainties with accounting
MLNM lots of cash, 1 current product, large pipeline but very distant drug candidates
SEPR 1 drug, lots of near term potential drugs but lots of debt
VICL lots of cash, low cash burn, possible very useful drug delivery platform, but no near term drugs with huge potential

also looking at GENZ,ITMN,SCIO,ICOS

any other ideas and short reasons why?
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