Biotech Values

[oc631]

I guess I need not mention my take on VRUS. A distant second IMO would be BMY.

VRTX is a short on valuation and balance sheet.
ANDS has failed science and they are in business for the wrong reasons. Another short candidate.

I'm not going to pass judgment on the rest of the small names in the group but they offer no value IMO. INHX could be taken over to put a nuke in the pipeline of big pharma.


Just one point worth mentioning. Those companies pursuing non-nukes took a wrong turn and the class should eventually be written off.