Biotech Values

[mcbio]

You neglected to mention, as you usually do, the respective market caps of the two companies. Furthermore, CRIS has over 4X the outstanding shares of MEIP. And MEIP has a much stronger management team, IMO, at least on paper.

LOL Well, ~$250M market cap for CRIS versus ~$200M market cap for MEIP. Not a huge difference IMO, particularly given the fact that CRIS actually has a drug on the market in partnership with Roche with growing revenues. CRIS drugs were all developed in-house and CRIS has shown their developmental capabilities with Erivedge now on the market (even if it isn't bringing in huge revenues to date). MEIP has little or no in-house drug development expertise, and has in-licensed their drugs from small, more obscure type companies. I don't really care about differences in shares outstanding; at the end of the day, IMO, what ultimately matters is market cap.

You tend to assume that a dual inhibitor is necessarily better than a single inhibitor, and I don't think that is necessarily always the case.

Well, why did MEIP in-license a PI3K then?