I'd argue the difference between my analysis and that of most sell-side folks is the willingness to project events for which there is, as-yet, no hard evidence.
I would humbly suggest a new list comprised of Suggested Ideas and Strategies for Biotech Investors. While the list of Common Biotech Newbie Mistakes is instructive and entertaining, I think it would be a great service and interesting endeavor for the posters here to assemble a list of strategies and ideas successful biotech investors utilize.