InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,018.39
(
-0.34%
)
US TECH 100
16,910.00
(
-0.43%
)
Dow Jones
37,903.29
(
0.23%
)
Brent Oil
83.55
(
-2.74%
)
Bitcoin
57,869.40
(
-4.51%
)
Post# of 251669
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (3) Keep Next 10 Report Keyboard Shortcuts
Replies (3) Next 10 Prev Next

DewDiligence

Send PM Follow Ignore
Followers 827
Posts 119535
Boards Moderated 15
Alias Born 09/05/2002

DewDiligence

Member Level

Re: semi_infinite post# 213216

Tuesday, 08/22/2017 4:40:59 PM

Tuesday, August 22, 2017 4:40:59 PM

Post# of 251669
RVNC—The short answer on why EPVantage missed RT002 when compiling their list of top unpartnered biotech assets is that they’re applying an unduly high discount rate to the NPV due to the drug’s not yet having completed phase-3.

What EPVantage is missing, IMO, is that the RT002 phase-3 program in glabellar lines is much less likely to fail than a typical phase-3 program insofar as the MoA of botulinum toxin in facial aesthetics is reliable and well understood.

For related info, please see:

#msg-127654469
#msg-123290722
#msg-128312892
#msg-129352560
#msg-132203157
#msg-133799255
#msg-124555757

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

Public Reply Private Reply New Post
Keep Last Read
Replies (3) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (3) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up