Biotech Values

[bladerunner1717]

Dew,

I think you make a serious mistake when you conflate cancer drug candidates with cancer drug companies and cancer drug company stocks.

Those of us who bought ARIA under $1.80 don't really have to worry whether Ponatinib will be a commercial success or not. The same is true for Immunogen (TDM-1) or MDVN or SGEN or PCYC or ECYT or a bunch of others. As Peter implies, the task here is to find cancer drug companies that have a good chance of making it to Phase III and beyond with their cancer drug candidates. The Stock Market, not the commercial market, will reward those who manage that task successfully.


Bladerunner