Biotech Values

[jq1234]

It's not $500m, $225m plus $275m development milestone. They do have one candidate partnered with GSK in ph1. I saw preclinical and limited clinical data earlier this year. It has activity. Wonder if AZN got chance to see more clinical data from GSK, doubt it but possible.

I looked at MRTX briefly, no conclusion yet. SCTPF is too speculative to me. I am not willing to invest in preclinical candidate unless it is a validated target, and there is preclinical data to support the candidate. For example, I would be willing to invest in Amplimmune type of company due to their targets.