Biotech Values

[croumagnon]

"This stock (ZGEN) is almost as ridiculously priced as RPRX."

Perhaps but I think RPRX has a much sexier pipeline. Perhaps not as paradigm shifting as DNDN, but still it seems to have a unique approach to hormonal issues with both men and women. ZGEN has a very solid pipeline and partnership arrangements, and a solid business model also. However, their pipeline does not have the sex appeal of RPRX or DNDN and therefore their upside is tightly connected to their finances, which just received a measurable delay in view of this latest FDA drama...