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Biotech / Medical : Biotech Valuation
CRSP 57.23+0.4%2:15 PM EST
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To: DewDiligence_on_SI who wrote (51909)1/19/2022 1:24:14 PM
From: Art Bechhoefer2 Recommendations

Recommended By
Lance Bredvold
OldAIMGuy

   of 52153
 
Am I correct in assuming that valuation modelers should expect asset values to go up in a period of inflation and below average interest rates? I continue to believe that although patents developed in house do not add to the asset column in a balance sheet, they add greatly to intrinsic value and eventually to share price, notwithstanding higher interest rates. If I am correct, then we should see gains in market valuation of companies that are sufficiently financially sound to avoid issuing more shares or other potential earnings dilutions. But these gains will only come over a longer term period, because of the short term mindset of an increasingly large number of institutional investors and traders. JMHO.

Art
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