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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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51578FGEN - I believe that includes NDD approval with BB warning label - BAML est of semi_infinite -12/13/2020
51577Thanks. I wonder if that includes NDD, or whether approval for that would boostA.J. Mullen-12/13/2020
51576"Story stock" investors are partying like 1999 (Barron's). BiotechDewDiligence_on_SI312/13/2020
51575If recollection serves, analyst (Jefferies?) has estimated a range of 3-4B markesemi_infinite -12/13/2020
51574Insane person? Or just mistaken? Options traders aren't always careful. SA.J. Mullen-12/12/2020
51573Anyone have any thoughts on EIGR? Doing some due diligence and seems like a decFiloF-12/10/2020
51572<Why would anyone other than an insider have high confidence that the FDA’s dMiljenko Zuanic312/8/2020
51571Dec 20 is a Sunday... OOPs! Details like that lead to mispricing... Talking oA.J. Mullen-12/7/2020
51570Dec 20 is a Sunday...dna_joe-12/4/2020
51569Thanks. That's not what I would have expected. Hopefully I would have checA.J. Mullen-12/4/2020
51568Does the FDA always or usually wait until the last day to make the announcement?DewDiligence_on_SI-12/4/2020
51567Perhaps the opposite of an insider. One reading that the deadline is Monday migA.J. Mullen-12/4/2020
51566I would not discount the notion that the FDA may issue a complete response letteArt Bechhoefer-12/4/2020
51565FGEN - looking at the OTM calls expiring at the same time, At 47.5 (approx earlsemi_infinite -12/4/2020
51564Why would anyone other than an insider have high confidence that the FDA’s decisDewDiligence_on_SI112/4/2020
51563NO. It doesn't mean that. It means what I wrote.A.J. Mullen-12/4/2020
51562In other words, you believe that this could be an insider info trade by someone semi_infinite -12/4/2020
51561The PDUFA date is a deadline. As I said before, The PDUFA date is Dec 20, a MonA.J. Mullen-12/4/2020
51560At the height of uncertainty upon debate of pooled vs unpooled data back a year semi_infinite -12/4/2020
51559It's a pretty small position, 50 contracts and it could be closing of a priosemi_infinite -12/3/2020
51558I saw a friend yesterday who describes himself as a recovering medicinal chemistA.J. Mullen112/3/2020
51557Don't get me wrong. I'm expecting approval and I don't own any putsA.J. Mullen-12/3/2020
51556The Icer report doesn't suggest any reason for non approval. They seem to sJamesK-12/3/2020
51555CRISPR is doing well today. At one point it was up over 12%. Speculation regarA.J. Mullen-12/3/2020
51554The PDUFA date is Dec 20, a Monday. Trading options that expire on the Friday bA.J. Mullen112/3/2020
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