Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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49493 682 2 BTK
Emcee:  Biomaven Type:  Moderated
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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49493Other parts of the world still have caps. I pay a ton for my insurance but even Robohogs-yesterday
49492And their fees lol.Robohogs-yesterday
49491By giant, what if an ERT costs $700,000 per year and a GT charges the annual x 3rkrw-Saturday
49490That's an interesting thought. I accept the logic and agree it points towarA.J. Mullen-Saturday
49489One company in field (forget who) said insurance companies seemed to prefer onceghmm-Saturday
49488Drug products with an enormous up-front price for a (potentially) lifelong benefDewDiligence_on_SI-Saturday
49487Pricing is going to be interesting to watch. In certain areas the economically jrkrw-Saturday
49486For BMRN I am more worried about durability than (too high) Factor level. At fighmm1Saturday
49485>>Gene therapy seems as if it's turned a corner and could be wildly diJamesK-Saturday
49484Not considering various patent issues, barrier of entry may be low but if someonrkrw-last Friday
49483I don't follow AVXS as closely but I found it interesting they are going intghmm1last Friday
49482Just entered P1 for SMA Type 2 but already in pivotal trials in Type 1. Good charkrw2last Friday
49481Don't know anything about Avexis, but I do know that a drug just entering PhBiomaven-last Friday
49480Ionis Pharmaceuticals seems to have dropped recently because AveXis announced itArt Bechhoefer-last Friday
49479The secondaries? Sure it benefits the companies, they can be more aggressive witJamesK-last Friday
49478Isn't that rather the purpose of having the market in the first place, thounigel bates-last Friday
49477I've been concerned for some time about the amount of secondaries these compJamesK-last Friday
49476FDA lifts hold on Fitusiran trial in hemophilia - Alnylam in partnership with SaA.J. Mullen-last Friday
49475I am really curious here. A friend scanned google and said biotech extremely rarRobohogs-last Friday
49474Only early stage, but remember there is no existing treatment. Given the very ennigel bates1last Monday
49473Bit more detail on HD trial here: en.hdbuzz.netBiomaven1last Monday
49472The news is encouraging, though it doesn't mean much for near term IONS reveArt Bechhoefer-last Monday
49471Thanks for posting that Nigel. Maybe few readers of The Guardian invest in smalA.J. Mullen-last Monday
49470Bluebird Bio Inc. (BLUE) Has Leaped To A New High On Study Results December 11, zzpat-last Monday
49469Of interest for Ionis: theguardian.comnigel bates1last Monday
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