Biotech Values

[ghmm]

Retail Roadshow has a couple interesting Bio Presentations
http://www.retailroadshow.com/wp/roadshows.asp

One (I don't know much about)
Spero Therapeutics is an antibiotic company that seems to have appeared a lot on my twitter stream.

The other (I know some about their lead drug)
Allena Pharmaceuticals is taking the old Altus Drug for Hyperoxaluria and after what appears to be some post hoc analysis is moving it forward. The founder was the same founder of the technology at Altus Alexey Margolin who successfully took another failed Altus drug (for Pancreatic Insufficiency) started a company and sold it (forget to who) they were approved 2 years ago according to the presentation (but took more than 1 review).

Edit: I think their second drug (for Gout) is also from Altus! I am not sure about Allena now I liked Alexey and the Altus tech. Seemed they got some new IP which would have been a concern.