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Biotech / Medical : Biotech Valuation

CRSP 56.68

-2.4%

Dec 12 3:59 PM EST

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To: Toni Wheeler who wrote (1002)	4/24/2000 8:59:00 PM
From: Scott H. Davis	Read Replies (1) of 52153

Toni, sounds interesting (RE GNLB & RNA binding antivirals), three questions that come to mind are: 1. Any other companies with similar technology platforms and/or attaching the same indications (other than Hep C) 2. Any ideas of likely time to interim PIII results and comercialization? 3. Prior to the recent approval of the 5m shelf offering, they projected cash thru the rest of this fiscal year only. Stock & sector is weak off 71% from it's Feb high. Given this context, at 4 3/4 how much can this shelf offering raise & what will the effect of 12% dilution have (assume a flat biotech market for the next 12 months for simplicity) No attempt at trashing - it sounds interesting - long term. Near term the risk/reward does not seem attractive at all, but them I often end posts with IMSCO (In My Semi-Clueless Opinion) Respectfully, Scott

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