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Biotech / Medical : Biotech Valuation

CRSP 57.37

+0.9%

3:59 PM EST

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To: PuddleGlum who wrote (1637)	9/15/2000 1:06:05 AM
From: greedsgd_2000	of 52153

MYGN is about identification of GENETIC predispositions to certain cancers (e.g. breast cancer) whereas NMPS is about ultra-early discovery of malignancy markers for certain cancers. These are quite different of course. The two categories interact however, as those individuals once identified as genetically predisposed - would forever be in a watchful waiting type mode -thus perfect candidates for stepped up use of noninvasive NMP style blood tests. In addition, genetic testing per targeted gene would in essence be a one time event, whereas NMP type marker tests would be repeated on a periodic schedule as part of a wide scale screening program - at a rate determined by among other things - discretion, risk factors, or demographics. Gilder as you might realize is valuation agnostic,(at least in theory) however his (or his team's focus to be more precise) on biotechs obviously will help the whole sector. Now on the subject of valuation, CEGE appears significantly undervalued relative to its ABGX holdings plus cash position. Combined, they nearly equal the market cap.

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