Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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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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49307Heheh, LOL.DewDiligence_on_SI-last Thursday
49306>>to us are trivial, the data on anyone with significant history had alreaBiomaven2last Thursday
49305(OT) >>On EFX I do worry about class action suits relating to future credIRWIN JAMES FRANKEL-last Thursday
49304(OT) On EFX I do worry about class action suits relating to future credit fraudBiomaven-last Thursday
49303I'd say VRX moved from mature to late stage quickly as their financial enginIRWIN JAMES FRANKEL-last Thursday
49302how do all these stages apply to valeant ,which at one time or another, you seemlinhtu-last Thursday
49301Business corporations are essentially cash use machines: Early stage - they losIRWIN JAMES FRANKEL2last Thursday
49300***PKTX..***On IHUB PKTX message board this morning(Oct. 18th) we had a very intBigGuy32177-last Wednesday
49299Ionis has issued some 80 million new shares (plus some convertible debt) since iBiomaven-last Wednesday
49298One can make the case that Crooke has managed finances on par with any biotech Ctuck-last Wednesday
49297Good arguments, even though it's not exactly what happened at Ionis. The coArt Bechhoefer-last Wednesday
49296This about sums it up - over the last decade Ionis has about doubled the number Biomaven1last Wednesday
49295Good day for PLX. Kind of a mixed day for Ram Selvaraju: "On the ratingsTomato-last Wednesday
49294Those are the S-8's related to stock options and the like. Here are all theBiomaven-last Wednesday
49293sec.govscaram(o)uche-last Wednesday
49292Most of the stock registrations of Ionis (Isis) during that period were for stocArt Bechhoefer-last Wednesday
49291Ablynx is - and has been for a long time - well funded compared to a lot of biotnigel bates-last Wednesday
49290Ionis was previously called ISIS Pharma - under that name they had a large numbeBiomaven1last Tuesday
49289sec.govscaram(o)uche-last Tuesday
49288Combination of grants, milestone payments, and as you note, a supplemental stockArt Bechhoefer-last Tuesday
49287I've not seen or done an analysis, but assume negotiators want to get the beA.J. Mullen-last Tuesday
49286 but better deals come from larger companies when smaller ones have cash in theghmm-last Tuesday
49285Take a look at Ionis Pharmaceuticals (IONS). It avoided the need for issuing morA.J. Mullen-last Tuesday
49284Art, you were a long-term shareholder of Ionis in 1999, eighteen years ago.....scaram(o)uche3last Tuesday
49283"All development stage biotechs need to sell shares are regular intervals.&Art Bechhoefer-last Tuesday
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