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

To: Art Bechhoefer who wrote (52022)3/10/2023 2:24:33 PM
From: A.J. Mullen  Read Replies (1) | Respond to of 52153
 
I was thinking much shorter term - today to this month. Regarding SVB clients, it's not only the companies with lines of credit that will be impacted. All those with deposits over $250K will have delayed access and may well get less than 100% returned when the dust settles.



To: Art Bechhoefer who wrote (52022)3/10/2023 3:46:15 PM
From: JamesK  Read Replies (1) | Respond to of 52153
 
Don't really follow IONS much and to my knowledge never owned it. My sense has always been that they are considered the weak sister to RNAi (ALNY ARWR). Lower knockdowns and more side effects with their drugs. They may have improved their technology more recently.

PS - MDGL took a couple years to enroll and run a Phase III. VKTX is looking at several years before they have an approved drug.


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