I knew a bit about DCF calculations and the general idea of comparing to peers ("comps"), but i really appreciate you laying this out in more detail. Great videos and much appreciated!

Thanks again for your extraordinary work on Biotech Investing! When I first started to think about DCF in biotech I went crazy about the tons of assumptions I´d have to make: price of the drug (in different countries); number of patients; patient´s drop out; generic or biosimilar competition in coming years; etc., etc. for each drug! It is an option you can consider when the company is already selling a drug or more and you know more details on price, sales evolution, operational expenses, etc. that you can apply to each drug. But not an easy thing to do when the company is still 100% in clinical stage.

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

Looks like Hypothetical Therapeutics' competitor was developing a JAK inhibitor