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Biotech / Medical : Biotech Valuation
CRSP 56.38-9.0%3:59 PM EST
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To: JamesK who wrote (52020)3/10/2023 1:12:06 PM
From: A.J. Mullen  Read Replies (2) of 52153
 
Scanning my holdings, it looks as if those companies that have recently lost the most are those furthest from positive earnings. They're not all pharma-related and Vertex is up today, down marginally for the month - it has plans for very high prices indeed. I think it's higher interest rates devaluing future earnings, although Si Valley Bank fall-out affecting earlier companies more might give a similar pattern.

Edit> Thinking about SVB, any company that's depending on a line of credit from the bank negotiated in earlier times is likely to find conditions harder now.
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