Replies to post #251255 on Biotech Values

[dewophile]

A corollary here is that if you have a small molecule drug with lower efficacy but very clean safety and distinct MOA (i.e. combinable with a GLP-1 backbone) it might be written off by analysts due to efficacy when in fact it could have tremendous value in combination. That would be an entry I might eye in this area bc right now I’m late to the party and valuations are sky high. I have no idea what regimens will ultimately win the day but at least that would be an under appreciated entry