Replies to post #191240 on Biotech Values

[dontryme]

Don't know if there is enough info to draw the conclusion that Jaybe does that Briga is BIC. These percentage differences are rather small and based on populations of less than 200 that are only roughly comparable if they are at all. Alectinib is in a P3 trail for best in class and has similar stats to Briga. They may get Alectinib to the finish line first.

[DewDiligence]

Is ARIA really worth the bother at the current valuation? There's clearly a lot of buyout vig already baked in.