Biotech Values

[mcbio]

NVAX has the RSV vaccine in the clinic now which is an interesting project from what I've read and would be a pretty big deal if successful (sounds like it's a bit of a longshot though). I looked at prior posts on the company on this board from before and the consensus wasn't too good about the company.

Never heard of IBIO before but it looks pie-in-the-sky after a quick look and is just a three employee company. I just don't trust companies that small.

Never been impressed with CBLI as all they ever do is tout animal and pre-clinical studies. What, if anything, have they ever accomplished in humans?

AMRN certainly looks like an interesting story to me. I'm just sitting on the sidelines waiting for those second Phase 3 results for their lead (and I believe only) drug.

I don't know much about PLX or BMRN. SGEN seems to be priced almost for perfection to me. Feuerstein issued a fairly recent caveat about whether or not the FDA might come back and ask SGEN to run a controlled trial for their lead drug, notwithstanding what appears to be very positive Phase 3 results. That could very well be a risk that probably isn't priced into the stock at the current valuation. ONXX looks a bit interesting given carfilzomib but I haven't done enough DD on the rest of the company and story.