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 55.11

-2.6%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dr.praveen who wrote (20801)	8/10/2006 4:05:23 PM
From: rkrw	Read Replies (1) of 52153

I think the market has a tough time valuing them. The market has a tough time valuing biotechs in general especially before they make a positive eps. Factor in a company wildly ambitious like exel, with the confusing to some gsk relationship, the Symphony Capital arrangement and it's a mess. What do they have 12 drugs in the clinic and by next year 15? I think they're undervalued, definitely when looking at the long term, but when they're going to continue to lose huge amounts of money for the foreseeable future I don't think there will be any rush to buy the stock until some of the 15 shows super compelling data. I think they'll have their day in the sun just not sure it will be this year :-) As an alternative to exel, I like arry, a little more contained development, i.e a couple new ind's per year versus 5-6, a lot simpler capital structure to understand and most important some targeted cancer drugs that could be of great value, in particular a fast follower to gsk's tykerb.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next