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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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52157 680 3 CRSP
Emcee:  Biomaven Type:  Moderated
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50528>>The curve itself is not inverted. The inversion we look for and view aIRWIN JAMES FRANKEL312/6/2018
50527Yes. Not inverted. We agree. And no the bond guys aren’t dumb. They are just focRobohogs112/5/2018
50526Jon, OK. Somehow, I'm not surprised that debt guys don't know how toIan@SI112/5/2018
505252 to 10 is what the debt guys usually look at. Or 3 month-10 year.Robohogs-12/5/2018
50524Art, that is what YOU look at. When you compare yield curves, you usually compaIan@SI-12/5/2018
50523They ended up publishing the full legal advice, which was indeed more damaging oBiomaven-12/5/2018
50522When you compare yield curves, you usually compare the 2-year and 10-year bonds.Art Bechhoefer-12/5/2018
50521Jim, I should have posted this here. I'd appreciate your criticism, insigIan@SI-12/4/2018
50520I'm mostly in agreement, although the Labour Party's sins seem to be morA.J. Mullen-12/4/2018
50519Ashley, absence of groundswell could signal fatigue with the grueling day-to-dayquidditch-12/4/2018
50518Could, would and should have different answers when used to question Brexit. IfA.J. Mullen-12/4/2018
50517re. Brexit, although the source must be considered, and lawyers are dodgy to begquidditch-12/4/2018
50516Biomarkers; While not new, it looks to me that small biotechs are increasingly uSteve Lokness-12/3/2018
50515FDA issues NASH clinical trial guidance... fda.gov [graphic] [graphic]Biotech Jim-12/3/2018
50514for countries with high debt levels , either public or private, a (certain high)linhtu-11/30/2018
50513John Doerr on healthcare optimization. youtube.comsemi_infinite -11/30/2018
50512I think we will see increasing weakness in higher-end housing prices on the coasBiomaven-11/29/2018
50511<OT> Hi Jim, Re: Learning Experiences........ Taking a risk suggests we doOldAIMGuy-11/29/2018
50510OT - Hi Ian, I certainly did NOT have you in mind when taking my "shot&quoIRWIN JAMES FRANKEL611/29/2018
50509A growing number of economists believe the conventional view of government debt BulbaMan-11/29/2018
50508I'm not sure whether you were taking a shot at me, you, or, both of us. :)Ian@SI-11/28/2018
50507[OT]—Higher inflation makes debt service easier (which is not to say that it'DewDiligence_on_SI111/28/2018
50506<As for me, I fear those who think they know what is best for all of us.> Miljenko Zuanic111/28/2018
50505At this stage in life (retired), I fear inflation much more than a recession. OldAIMGuy-11/28/2018
50504IJ, I would agree, with the amendment that the sensitivity is asymmetric in thatatticus4paws111/28/2018
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