Biotech Values

[DewDiligence]

Re: IRA lawsuits

…companies that are more vulnerable to this legislation don’t seem to be trading at much if any discount to those that are more protected so either investors are confident pharma will effectively fight this or are not worried about a timeline beyond 4-5 years when this kicks into high gear (affecting more drugs including part B)…

Is it really possible to extract the valuation discount attributable to the IRA with any confidence when there are so many other moving parts in the valuations of various drug/biotech companies? I’d be interested in seeing your numbers on this, even if the analysis is cursory. TIA