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Biotech / Medical : Biotech Valuation
CRSP 54.19-4.7%Jan 15 3:59 PM EST
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To: quidditch who wrote (10342)2/8/2004 5:15:21 PM
From: Biomaven  Read Replies (4) of 52153
 
It's interesting to look at biotech companies founded by someone who has a personal stake in the disease (typically an afflicted family member). Mostly these have crashed and burned when they hit Phase III. (I'm blanking right now on actual examples though).

So sometimes it's self-deception as much as any attempt at deliberate deception. The founders/scientists want to believe in their drug so much that they are willing to overlook flaws.

In general, my view is that biotechs tend not to kill enough early stage products. It's easier for them to go with the flow and just keep plugging away and hope they get lucky in the final trial.

I don't know if Rick would agree, but my sense is that the average quality of biotech pipeline has improved over the last five years - lower proportion of bait and switch projects.

Peter
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