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

To: JamesK who wrote (52020)3/10/2023 1:12:06 PM
From: A.J. Mullen  Read Replies (2) | Respond to 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.



To: JamesK who wrote (52020)3/10/2023 4:25:40 PM
From: Aloner  Respond to of 52153
 
CDTX is up over 100% YTD, and up 4% today (bucking the trend). They have a drug, Rezafungin, with a PDUFA date of March 23. They had an AdCom question with the FDA last month, and it was approved with a 14-1 vote. Looking good.....


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