Пікірлер

• 
  @legendhasit25682 күн бұрын

  Great examples, very helpful

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  @SH4DYBR4DY4 күн бұрын

  Would love to see a close out video on recent news about Aducanumab and also any thoughts you have on Lecanemab's approval and prosects.

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  @vitorniskier7 күн бұрын

  Awesome video! Cheers from Brazil.

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  @mauriziopilato621016 күн бұрын

  Would you be so kind to valuate Cassava Sciences. Small Biotech in the Alzheimer's Space. Thx.

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  @PirateSpaceCat26 күн бұрын

  💯💯💯

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  @LawrenceFagan28 күн бұрын

  Thank you for making.

• 
  @bdml7729 күн бұрын

  Nobody is holding a short position for years...misleading video. You absolutely can short biotechnology successfully because most of these companies are unprofitable and in debt, but it must be a quick trade.

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  @TravestenАй бұрын

  Cereno Scientific NeXT ❤

• 
  @devins1195Ай бұрын

  I’ve been value hunting biotech recently. I currently have VNDA, SPRY, LENZ. ACTN, ADCT. Lots of mature potential going.

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  @vasiliikacman60052 ай бұрын

  Yes, content level is beyond imagination!

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  @vasiliikacman60052 ай бұрын

  Such a great videos! Thank you so much for sharing your knowledge! Hope you will not abandon this channel

• 
  @dessanguyen3 ай бұрын

  This is a supremely helpful video. Thank you! We hope you come back ❤

• 
  @dw51073 ай бұрын

  Why is this old information still on here?!

• 
  @manesarkissian34194 ай бұрын

  Thank you so much for these amazing series! Happily subscribed.

• 
  @dessanguyen4 ай бұрын

  These videos are amazingly informative, thank you so deeply for your efforts and generosity

• 
  @jedidiahmck5 ай бұрын

  What the heck man. This stuff is great, I really don’t get the lack of attention to this channel.

• 
  @AJ-yo7rb6 ай бұрын

  You need to keep this channel going, I’m not new to trading but the things you teach are excellent I learn a lot from you! It’s sad that people don’t want to learn they just want easy money and ad revenue dictates that by giving a great channel less views… But you are a great resource and I hope you keep the content going.

• 
  @thestockfiend99676 ай бұрын

  Great stuff would like to see the next part

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  @thestockfiend99676 ай бұрын

  High quality content

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  @user-ct4wz3pl1l6 ай бұрын

  Why’d you stop making videos

• 
  @Levnerad6 ай бұрын

  Underwhelming talk. Very generic and useless honestly

• 
  @Nino213707 ай бұрын

  What tool did you use for the model?

• 
  @jaydee188287 ай бұрын

  Very helpful video, thank you! Do you know of any good resources to help develop assumptions to project any post-approval R&D costs?

• 
  @boblawblaw61857 ай бұрын

  in hindsight the downturn was caused by a lot of small early clinical to preclinical start up going public, receiving mountains of cash from braindead investors then those investors crying after not following the golden rule of biotech/pharma "90% of drugs fail to get through the clinic" So it doesn't seem like to me biotech had the problem , the problem are venture capital bros who don't understand what they are investing in because they played they were lucky on the stock market or born into money, or they went to an ivy league school and people gave them money under assumption they were intelligent. The problem was too many stupid people had too much money, and we will see the same exact behavior with AI start ups and it will be even more volatile because they don't have to go through anything like the FDA to get to market. part of our problem is a problem of culture and assuming a lot of money means a person is intelligent or we will keep repeating the same mistakes with every tech sector until we get some better investors, because most won't say it , but most of them want to be the next Martin Shkreli minus the prison.

• 
  @michaeldai19998 ай бұрын

  This case study was fascinating, thanks!

• 
  @vhme248 ай бұрын

  Many thanks Man!!

• 
  @willlagergaming80899 ай бұрын

  this video prevent degen from turning into serial killer.

• 
  @tl51609 ай бұрын

  As someone who is an early employee of a startup, this video was significantly helpful. Thank you.

• 
  @bardacha1009 ай бұрын

  Question : is there a general rule on whether to start with incidence or with prevalence?

• 
  @quietStorm2479 ай бұрын

  Do you have any thoughts about Takeda's Qdenga vaccine?

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  @quietStorm2479 ай бұрын

  Thank you for this truly great deep dive into some promising advances. Hoping to hear more about what you think going forward.

• 
  @runshen77239 ай бұрын

  Great content, thank you Richard!

• 
  @olegshakarov531910 ай бұрын

  1 year later GRPH remains at $2.56

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  @Zhugongde10 ай бұрын

  Hey, awesome video! I was trying out a valuation for a small biotech and realized that I was having some trouble finding the list price for drugs and information on drug penetration for benchmarking. Is there a database where we can find these values or are they provided in one of the financial statement documents? I apologize if this is a really basic question - my background is in science so I am a bit unfamiliar with the more financial/ cost projection side of things. Thanks in advance!

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  @jackpaperhands10 ай бұрын

  Legend. Best channel.

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  @TheTobacko15 ай бұрын

  look for INVITAE ❤❤❤❤❤❤❤its my absolute favourite healthcare company

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  @jackpaperhands10 ай бұрын

  Legend. Best channel ever.

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  @joshsmith561710 ай бұрын

  Awesome man, thank you so much for this

• 
  @moko7911 ай бұрын

  great series. I was alarmed, when you mentioned Seres. At first I thought, you are going to talk about Syros (where I am invested in). But I am not english native speaker so I just got it wrong. However I would appreciate your 2 cents regarding Syros Pharmaceuticals (Flagship Pioneering is Co-Founder here).

• 
  @krishnahira506111 ай бұрын

  Great content. Would love to see you cover Argenx

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  @Ozzie1211 ай бұрын

  Thank you for this. Question... I often use operating cash flow for a non-revenue generating companies like biotech. Would that be a reasonable surrogate? I imagine using the income statement might factor in other non-recurring factors? Thanks!

• 
  @williamcui5 Жыл бұрын

  Extremely well-structured content. Also, really really legit approach to the analysis. Thanks a lot! Got lucky finding this

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  @BeyondBorders00 Жыл бұрын

  Great overview. Thank you

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  @BeyondBorders00 Жыл бұрын

  Great introduction. Looking forward to the additional videos

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  @mikeechegaray7157 Жыл бұрын

  Your content is awesome plainly simple

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  @rttube555 Жыл бұрын

  Great summary. Need more videos! 🎉

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  @rttube555 Жыл бұрын

  Great details 👍

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  @sebastianaguiarbrunemeier9192 Жыл бұрын

  Awesome content Richard! Keep the analysis videos coming :-)

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  @samb3639 Жыл бұрын

  I think you should make a video about the biotech sector with its current situation in the disinflation environment (CPI going down) with interest rates peaking with a possible rate pause. Also, the recent banking crisis having a negative impact on biotech. XBI was in an uptrend from the start of 2023 but the recent banking crisis made it come down again.

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  @blondscientist Жыл бұрын

  Another great video! Thank you! Your channel is in very underrepresented niche and such educational content is difficult to find, especially on how to conduct research before investing. I hope continuing with the channel is worth your time. There is a lot of us grateful on the other side.

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  @blondscientist Жыл бұрын

  This is amazing content. Thank you so much for sharing your knowledge. This channel is really unique in its offering.