Replies to post #208041 on Biotech Values

[mcbio]

I've noticed that this is your first question about many drug companies mentioned on this board—e.g. #msg-127822905 is another instance. Not saying this is a bad thing!

Yes, I just recently came across these new names and they all kind of share some similarities to me. I generally like to try and follow up on names that seem like they could be good risk-rewards at current valuation but require a bit more DD. Always appreciate more help on the latter. ; )

[ghmm]

I've noticed that this is your first question about many drug companies mentioned on this board—e.g. #msg-127822905 is another instance. Not saying this is a bad thing!

To add to that list of not frequently mentioned companies on this board...

I've started my annual scan of JP Morgan webcasts especially paying attention to those I'm not familiar with (and have something interesting in their pipeline). Its a long process I'm still on the A's one I've not seen mentioned here is ACRS. They are a relatively recent IPO. Their lead program is Seborrheic Keratosis (where most of the value is too) but the assets that caught my eye are actually their JAK programs for Alopecia and Vitiligo. Anyone here have an opinion on the company?