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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
52157 680 3 CRSP
Emcee:  Biomaven Type:  Moderated
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50853The implied vol is still really elevated, by no means back to normal. This feeatticus4paws-4/12/2019
50852FGEN - option premiums has shrunk with this drop. Now the one SD moves are 39 asemi_infinite -4/12/2019
50851I missed that. I agree with you though that it doesn't seem particularly matDaveAu-4/12/2019
50850The earlier slide on page 18 is slightly different: Duchenne Muscular Dystrophymouton29-4/12/2019
50849That is exactly what they told us in the last quarterly so nothing new but good DaveAu-4/12/2019
50848FGEN has new presentation out today (gave a presentation to some institutional iBiomaven-4/11/2019
50847I'm skeptical about the significance of sudden options activity on any stockArt Bechhoefer14/10/2019
50846Indivior drops 70% on fraud charges, finance.yahoo.com DoJ demands at least $3bA.J. Mullen-4/10/2019
50845Downside skew is fairly normal, at least in the biotech space where I trade. Watticus4paws-4/9/2019
50844re:Fgen MACE data Here's my recollection: AZN said they expected to submitjb118-4/9/2019
50843FGEN - option premiums are high in expectation of mace data I presume. Pricing semi_infinite -4/9/2019
50842Yes, but their MC is $+10B, not few hundreds M or 1-2B! I am for *patience*, upMiljenko Zuanic-4/9/2019
50841The street's impatience is what creates buying opportunities. i don't eJamesK-4/9/2019
50840Look at BMY, why you think stock is completely out of favor?Miljenko Zuanic-4/9/2019
50839If they have few approval and can not generate profit, Street will see this as *Miljenko Zuanic-4/9/2019
50838They could have four approvals by next year. Don't think any are instant bloJamesK-4/9/2019
50837They need to start generating capital (and profit) on their own (from pipeline),Miljenko Zuanic-4/9/2019
50836ALNY seems to have access to almost unlimited amounts of capital. If they can keJamesK-4/9/2019
50835Alnylam parts from Sanofi and makes deal with Regeneron, finance.yahoo.com - AshA.J. Mullen-4/8/2019
50834Online article from the New York Times "A Mysterious Infection, Spanning tD.Lu-4/7/2019
50833OT: Ray Dalio Why I Believe That Capitalism Is Not Working Well for Most Americlinhtu14/6/2019
50832Another distinguished cousin! I'd love to be a fly on the wall at a family A.J. Mullen24/5/2019
50831My cousin was at university with Brenner and has stated that Brenner had saved hBiomaven14/5/2019
50830RIP Sydney Brenner: bbc.co.uknigel bates-4/5/2019
50829Any one know or follow ATHX ? Any opinions ? Thanks.. seekingalpha.comSultan-4/5/2019
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