Silicon Investor (SI) -- The First Internet Community

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 for less than cash value -- Ignore unavailable to you. Want to Upgrade?

To: bmaz001 who wrote (630)	1/8/2022 6:37:07 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 684

Thanks! So I ripped the slide off of Peter? Thanks, did not notice. so..... h/t Biomaven. :-)

To: bmaz001 who wrote (630)	1/8/2022 6:53:17 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 684

Thanks! Missing from that chart, negative EV is now ~25% of ALGS market cap. That's AFTER SUBTRACTING a quarter of burn from 9/30 cash. Bargains out there! Now all we need to do is figure out where the leverage will be. Anybody have faves? I Iike LVTX, but don't know of near-term catalysts. Presenting Wednesday at JPM.

To: bmaz001 who wrote (630)	1/8/2022 8:42:35 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 684

OK, so we all know that source materials are often not accurate. Stats. So, to produce these products would require disgusting hours spent at the compie, switching at very least between earning statements, SEC data, and yahoo for each and every biotech. Not practical. But if you'd like to sell a product, I'm certain that many would be interested in: Cash, minus debt, minus burn, and, where positive, divided by MC. Cash, minus debt, minus burn, divided by burn. Ask 10K/subscription. :-)