Aquí está, es de noviembre. Suele ser conservador en las estimaciones (si lo puse antes disculpad):
The Little Black Book of Biotech
I have only done my little black book of biotech a few times since I have been here on Investor Village. I haven't done one in a while. I felt that valuations in the first half of the year got extremely bubbly over buyout excitement. I think I was quite vocal over those expensive valuations. Now, I think the pendulum is swinging the other way. Value is returning to biotech again. For better or worse, biotech valuations are getting cheap again. This makes Christmas the season to get yourself some cheap companies if you have any cash left, but what to buy?
I was wondering what I could get my closest 250 or so friends on Investor Village for Christmas, and it dawned on me. How about a guide? I could make up a guide to valuation so people could use it as a shopping list to figure out what they might want to buy. I set it up with all the companies we talk about most on the board. If I missed any, let me know and I will be happy to add it to the list. I sorted the list by science in case your like me and want to pick by the science. I set the prices in red if the company is still expensive and in green if its already cheap. I put a + next to companies tha I feel have solid fundamentals to warrant an investment. I put a - next to companies I feel have fundamental challenges that make them a higher risk.
I did my standard valuation of the pipeline potential scaled to stage of development and then I added in the cash and divided by shares outstanding.
Large Cap Biotech
CELG $108.00
REGN+ $376.00
BIIB $330.00
GILD $81.00
AMGN+ $183.00
Pathways
EXEL+ $24.00
LOXO+ $117.00
ARRY+ $16.89
BPMC+ $75.00
VSTM $5.42
MEIP $4.21
MRTX $25.00
KURA $12.00
Genetics
SRPT+ $85.00
BLUE+ $122.00
SGMO+ $11.75
CRSP+ $28.00
EDIT $22.88
NTLA $15.00
RGNX+ $38.28
ABEO+ $12.76
BOLD+ $18.27
ONCE- $48.74
QURE $26.55
KRYS- $15.00
Antibodies
ZYME+ $20.33
CTMX- $21.47
PIRS $7.14
AFMD $4.69
T and NK cells
ALLO+ $12.71
ATRA+ $40.83
FATE+ $14.89
ADAP $4.78
CYAD $27.05
ZIOP- $3.39
Other
SAGE+ $85.00
ACAD $25.53
MDGL+ $161.00
VKTX+ $32.24
AMRN $13.69
RYTM+ $36.96
GLYC+ $22.46
OMER- $19.17
PTLA- $22.56
