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Biotech / Medical : Biotech Valuation

CRSP 56.70

-2.2%

10:11 AM EST

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To: LLCF who wrote (128)	4/6/1999 12:10:00 PM
From: Biomaven	of 52153

David, Your posts aren't "glocking up the thread" in the slightest - they are definitely value-adding. One problem, as you point out, is how to account for one-time payments. Another is the whole problem of partnering - there's a big difference between companies that have already sold their shoes, soles and souls and those that haven't (yet). Some interesting statistics I saw for first quarter performance, taken from BioCentury: Market Cap 1Q99 chg 1998 chg >$1B +12% +79% $501 - $1B -4% +3% $401- $500M -8% +16% $301 - $400M -24% -13% $100 - $200M -13% -13% <$100m +8% -40% So we actually saw some recovery at the very bottom of the barrel, after a miserable 1998. However, the divergence between the very top and everyone else continues. Some strength recently in two of my quality third tier holdings - OSIP and NPSP, both on no news that I saw. Peter

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