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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
52153 679 3 CRSP
Emcee:  Biomaven Type:  Moderated
Introduction Market Data Compact
Biotech stocks are a close second only to internet stocks in how difficult they are to objectively value. This means that biotech stocks can be wildly under- or over-valued, which creates an opportunity for either profit or frustration for an investor that "knows better than market." To paraphrase the master: "Every now and again you should look at the stock price to see if the market is offering to do anything stupid."

This thread grew out of the "Munch-a-Biotech" thread, and is meant to discuss biotech stock valuation methods of all sorts, as well as particular stocks or sectors you may feel are under- or over-valued.
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52153Congrats to REGN on FOP investor.regeneron.comJamesK-September 17
52152…. And one last comment from me With no AI assistant help. Even if these failIan@SI-August 5
52151Here’s a quick response from Gemini to my first question on Tau tangle research.Ian@SI-August 5
52150I also asked Gemini how rapid the researchers were migrating to different approaIan@SI1August 5
52149Art, I’ve updated my data as it was a month or two old. I had misunderstood thIan@SI-August 5
52148It's one thing to believe tau causes Alzheimer's and another thing altogArt Bechhoefer-August 5
52147to believe that Tau causes Alzheimer’s disease, you have to believe that a few mIan@SI-August 5
52146Alan, An increasing number of researchers, now believe that amyloid, beta and taIan@SI-August 5
52145I was in too much of a hurry. Vertex has cancelled their follow-on to Journavx, A.J. Mullen1August 5
52144Vertex cancels its non-opioid pain-reliever, barrons.com. That's bad news foA.J. Mullen-August 5
52143Both ARGX and ALNY had blow out earnings today. Doesn't seem to help the indJamesK1July 31
52142IBRX is up more than 50% over the last 30 days and still 50% below it's 52 wAloner2June 6
52141I understand. We could both post media stories. As a biotech investor I'm waJamesK-April 18
52140At any given time, there are likely to be a few small biotech companies who haveDewDiligence_on_SI-April 18
52139I have no inside information. Drug development is slowing down after FDA cuts. JamesK-April 18
52138investorshub.advfn.comDewDiligence_on_SI-April 14
52137The FDA recently terminated 800 employees responsible for approving new drug appArt Bechhoefer1April 14
52136The Breakthrough Blood Test for Alzheimer's Disease: The p-Tau217 Biomarkersoftware salesperson1April 14
52135hmmm, IGMS has about $183 million cash at last report but as far as I can tell tJamesK-April 12
52134BIIB selling for less than 2 times sales. SRPT selling for about 2.5 times salesJamesK-April 12
52133More on the same subject: investorshub.advfn.comDewDiligence_on_SI-March 21
52132Message 35074195 The FDA is still working despite the firings. It approved an exA.J. Mullen2March 21
52131of interest to those who have or are considering uhc's medicare advantage plsoftware salesperson412/30/2024
52130Mark Cuban’s interview with Eric Topol A far-reaching discussion on how Cuban asoftware salesperson-12/23/2024
52129Healthcare musings I’ll present a few articles i have been reading and then dissoftware salesperson112/13/2024
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