Re: [新聞] 名家觀點-浩鼎新藥為何失敗
新藥研發是標準的science business,
加上生命科學的無常,研發的風險必須
時時刻刻放在心中。
無論是基亞或是浩鼎的案例,我們都可以
了解新藥研發的不確定性是遠超乎想像
換個角度來看,如果今天浩鼎的股價只有70元
其引起的風波相信不會這麼大
"股價被過度高估;風險被過度低估"才是核心的問題
目前台灣的生技資本市場似乎仍未找到一個較理性的評估方式
而是"莫名相信"新藥100%一定會過關;不願用"可能不會過"的角度來看
只要市場沒人願意當烏鴉,類似的事就會重覆上演
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