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No. of Recommendations: 4
I agree with both posts in this thread that have received multiple recommendations. The Biotech revolution HAS started, with lots of money to be made if we can figure out a way to evaluate them. BUT, I also agree that the Gorilla Game is based on HIGH Technology, not Biotech. So, what are we to do?

There's nothing that says that the GG principles aren't applicable to Bio"TECH", but I think we need to be prudent and look for the things that are unique to Biotech, in order to pinpoint the true Gorillas, Godzillas, or let's say, Creatures from the Swamp.

I tend toward an analytical preference of evaluation (quantitative v. qualitative), so bear with my predisposed bias.

That said, I stumbled onto the following post, at the "l'union fait la force" board, that attempts to look at the Biotech companies in a quantitative way:

http://boards.fool.com/Message.asp?id=1380180000635000

Credit to Idorius for the good piece of work.

I would suggest his analysis as a starting point for discussion on how to evaluate this industry.

I like the analysis because it ties in three important success factors for biotech companies: the research pipeline, current FCF, and potential for sales growth.

I have an interest in continuing this discussion. But should we move to a more appropriate discussion board?
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