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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-9/17/2025
52152…. And one last comment from me With no AI assistant help. Even if these failIan@SI-8/5/2025
52151Here’s a quick response from Gemini to my first question on Tau tangle research.Ian@SI-8/5/2025
52150I also asked Gemini how rapid the researchers were migrating to different approaIan@SI18/5/2025
52149Art, I’ve updated my data as it was a month or two old. I had misunderstood thIan@SI-8/5/2025
52148It's one thing to believe tau causes Alzheimer's and another thing altogArt Bechhoefer-8/5/2025
52147to believe that Tau causes Alzheimer’s disease, you have to believe that a few mIan@SI-8/5/2025
52146Alan, An increasing number of researchers, now believe that amyloid, beta and taIan@SI-8/5/2025
52145I was in too much of a hurry. Vertex has cancelled their follow-on to Journavx, A.J. Mullen18/5/2025
52144Vertex cancels its non-opioid pain-reliever, barrons.com. That's bad news foA.J. Mullen-8/5/2025
52143Both ARGX and ALNY had blow out earnings today. Doesn't seem to help the indJamesK17/31/2025
52142IBRX is up more than 50% over the last 30 days and still 50% below it's 52 wAloner26/6/2025
52141I understand. We could both post media stories. As a biotech investor I'm waJamesK-4/18/2025
52140At any given time, there are likely to be a few small biotech companies who haveDewDiligence_on_SI-4/18/2025
52139I have no inside information. Drug development is slowing down after FDA cuts. JamesK-4/18/2025
52138investorshub.advfn.comDewDiligence_on_SI-4/14/2025
52137The FDA recently terminated 800 employees responsible for approving new drug appArt Bechhoefer14/14/2025
52136The Breakthrough Blood Test for Alzheimer's Disease: The p-Tau217 Biomarkersoftware salesperson14/14/2025
52135hmmm, IGMS has about $183 million cash at last report but as far as I can tell tJamesK-4/12/2025
52134BIIB selling for less than 2 times sales. SRPT selling for about 2.5 times salesJamesK-4/12/2025
52133More on the same subject: investorshub.advfn.comDewDiligence_on_SI-3/21/2025
52132Message 35074195 The FDA is still working despite the firings. It approved an exA.J. Mullen23/21/2025
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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