Replies to post #144944 on Biotech Values

[DewDiligence]

Bottom line, I wouldn't give the results of a database dump like this a lot of credibility.

Someone asked a question about M402’s probability of regulatory success, and I did my best to offer an educated reply; of course, such an attempt is a wild guess at this point since there are not yet any drug-specific data to rely on.

Still, for valuation purposes one does need to model such things, whether explicitly or implicitly. If you don’t approve of the method or the result given in #msg-77165730, please feel free to post your own.

p.s. See #msg-77170772 for a related discussion.