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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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49148 679 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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49148The difficulties of trials in biotechland... slate.com <i>“The only thinigel bates-Thursday
49147Evercore ISI initiates 14 bullish calls, 9 neutral Evercore ISI releases an updaJulius Wong-Thursday
49146You are absolutely right. Not only are the March 2018 puts the farthest out, buArt Bechhoefer-Wednesday
49145The far you can go is 3-2018, and there is risk MACE can "deliver less"Miljenko Zuanic-Wednesday
49144". . . the magic of an increased share count for a loss-making company . . Art Bechhoefer-Wednesday
49143>>not sure whether others found Neff's conflating of not being able toBiomaven3Tuesday
49142Replying to Peter's reply and to Tuck's, which is in the same vein, as wquidditch1Tuesday
49141Why aren't Chinese women affected? :-)DewDiligence_on_SI-Tuesday
49140The increased incidence of CKD in China appears to be manly diabetes-related: nBiomaven1Tuesday
49139The $300 million additional stock offering announced yesterday amounts to about Art Bechhoefer-Tuesday
49138 FGEN: one of the reasons that I am positive on this company in China is an admglass 0.5 full-Tuesday
49137>>suspected/front run by others Pretty clearly the news of the offering Biomaven-Tuesday
49136Good luck!!Robohogs-Tuesday
49135FGEN offering: Both the secondary and choice of GS are a surprise to me. Maybe tuck-Tuesday
49134>>FGEN taps Goldman as co-bookrunner for this $300mm secondary Both the Biomaven-Monday
49133FGEN taps Goldman as co-bookrunner for this $300mm secondary (+ customary green quidditch-Monday
49132FGEN secondary announced after close today. KJKeith J-Monday
49131>>some of the strategy used by FGEN in conducting tests in China is explaiBiomaven-Monday
49130After reading an article in yesterday's Sunday NY Times business section, itArt Bechhoefer-Monday
49129$FGEN Trying to put together a list everything FG3019 Is being researched in Mosariadough2last Saturday
49128IONS is now completing Phase 3 of inotersen on its own, after GlaxoSmithKline deArt Bechhoefer-August 11
49127Is the GLPG drug competitive with, or different from the FGEN drug? ArtArt Bechhoefer-August 10
49126True. Sometimes bad management blunders lead to great buying opportunities that rkrw-August 10
49125I remember you going public with a BUY BUY BUY on ARIA after the crash. That alIRWIN JAMES FRANKEL2August 10
49124My guess HB probably cost shareholders about 2x, possibly quite a bit more. Sighrkrw1August 9
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