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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
Introduction Market Data Compact
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50878I don't know. The drug companies, of course, want it to be chronic adminisatticus4paws-4/17/2019
50877One simple question: IF drug resolve NASH at 12/24/36...whatever weeks, do you sMiljenko Zuanic-4/17/2019
50876Looks likely IBB gap to close soon. XBI still has 10+% to go. Do the spx tea lsemi_infinite -4/17/2019
50875An interesting NASH article by a Madrigal investor: MGL-3196: Not Ideal, But Cutnsaf24/17/2019
50874just a follow up on this one...for the record I think they will get approval, tholdirtybastard-4/17/2019
50873Besarab's erudite primer dates to 2016, and it was widely and valuably repriquidditch-4/15/2019
50872Yes, that was the one. ArtArt Bechhoefer-4/15/2019
50871A while back, someone on this thread posted a really good link to a seminar or DewDiligence_on_SI-4/15/2019
50870Evidently the PJ analyst did not examine developmental data on roxadustat. A whArt Bechhoefer-4/15/2019
50869Re: Indivior This will be a fascinating case to watch unfold. I suspect the Domr.optimistic-4/14/2019
50868With dose reduction Iloperidone lost effectiveness (relative to others in class)Miljenko Zuanic-4/14/2019
50867...drug development examples where the company was still trying to find a lowerDewDiligence_on_SI-4/14/2019
50866I know the big guys have prop trading desks, but didn't know PJ had one. I atticus4paws-4/14/2019
50865Sure. Not just Piper. All market makers.semi_infinite -4/14/2019
50864So Piper makes a market in FGEN, as well as attempts to time the stock, on the latticus4paws-4/14/2019
50863Piper Jaffray analyst Danielle Brill started FibroGen with a Neutral rating and JamesK-4/14/2019
50862Yes, I agree with your concern. Can you think of any other drug development exaatticus4paws-4/14/2019
50861Animal tox data (small and large animals) are not yet completed/disclosed, so unMiljenko Zuanic24/14/2019
50860What did the Piper analyst note say?Cpi3663-4/13/2019
50859Changing subject....are you still suspicious of unreleased animal tox data from atticus4paws-4/13/2019
50858My thinking is that the drop was entirely due to the Piper analyst note - similahmpa-4/13/2019
50857<I'll admit that I was expecting a run up in FGEN going into May and JuneMiljenko Zuanic-4/13/2019
50856I received a PM asking how to access the 'ticker workbooks' from the bmaz001-4/13/2019
50855True that April 18th expiration it is still elevated. IV has shrunk from 164% ysemi_infinite -4/12/2019
50854I've updated the 'Gene Therapy' spreadsheet with the 2018Q4 data andbmaz00134/12/2019
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