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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: Biomaven who wrote (2545)1/12/2001 10:10:21 AM
From: Biomaven  Read Replies (6) | Respond to of 52153
 
What do people think about my creating some disease-specific threads? I'm thinking in particular about diseases where there are many different competitors chasing one indication - psoriasis would be the paradigmatic example. Lots of interesting trials and new research (like today's IL-20 announcement from ZymoGenetics). Right now all the info is generally scattered among many different threads. (The biotech cancer thread is an existing exception).

There's a significant valuation issue here - e.g., in psoriasis, there is a huge unmet need, but there aren't going to be 20 winners - more like three or four winners and a whole bunch of losers.

Possible ideas:

- one thread for each major disease

- a thread combining a bunch of diseases

- just keep it all here on the valuation thread, or use the biotech news thread or some other existing thread I've forgotten about.

I'm sensitive to the "yet another thread" problem, so I'm somewhat cautious on the whole issue. Mostly inactive threads are a pain to follow, which argues against too narrow a focus in any one thread. However, from a resource point of view things are easier if you have a fairly narrow focus.

Comments? Is this a useful idea at all? If so, suggestions for appropriate indications that make sense to cover?

Peter