Biotech Values

[xavierprivas]

Basically you have to pay attention to all presentation from companies
at JP Morgan healthcare conf in Jan, trial results ASCO in June, ASH in Dec. Also
their European counterparts ESMO, EHA. At the minimum look at the posters
so you can compare apple to almost apple between various drugs.
Listen to all their CC on earnings and trial results. After a while you can
tell good management from bad, etc

It is a lot of work but once you start doing you will get a feel for it as
to which companies are better. After losing money a few times hopefully you
get better. You have to accept that half of your picks will turn out to
be wrong.