Biotech Valuation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation

CRSP 56.45

-2.7%

Jan 8 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Biomaven who wrote (192)	5/6/1999 2:51:00 PM
From: LLCF	of 52153

Some new cash numbers.... some substantial burn occurring... and what's with ONXX, can that be right? Comp # Sh(mil) $(mil) $/shr Price Cap(mil) %$/Val 98'Exp* Revs* Burn Sales Sls/Exp Insidr REGN 31.00 $100 3.23 6 $186 54% 53.8 45.2 9% 15 28% 0.6 GLIA 10.1 $26 2.57 24 $243 11% 30.0 36.0 -23% 36 120% 0 CEPH 28.7 $60 2.09 12 $345 17% 74.6 15.6 98% 21 28% 0 CORR 24.4 $42 1.72 12 $293 14% 73.2 41.9 75% 33 45% 5 MOGN 15.0 $16 1.07 11 $165 10% 17.0 20.0 -19% 20 118% 0 MLNM 34.2 $202 5.90 36 $1,232 16% 139.0 133.7 3% 100 72% 0 INCY 29.3 $77 2.62 19 $557 14% 180.0 170.0 13% 175 97% 0 PDLI 18.6 $140 7.53 15 $279 50% 40.0 30.0 7% 15 38% 0.5 GLFD 19.6 $116 5.93 11 $215 54% 50.3 12.5 33% 6 12% 0.5 SIBI 9.5 $13 1.37 4 $38 34% 25.5 7.0 142% 3 12% 2.14 VRTX 25.3 $224 8.84 21 $532 42% 77.5 44.5 15% 5 6% 0 LGND 35.0 $53 1.51 10 $350 15% 87.0 25.0 117% 20 23% 0 PCOP 20.2 $40 1.98 10 $202 20% 105.7 92.2 34% 62 59% 0 PARS 37.0 $2 0.06 1.15 $43 5% 6.1 1.5 200% 1.2 20% 0.06 VLTS 19.6 $29 1.48 5 $98 30% 18.7 8.1 37% 0 0 CLTR 17.3 $116 6.71 22 $381 30% 40.0 34.0 5% 0 0.48 CELG 16.4 $13 0.79 17 $280 5% 28.0 3.8 186% 0 0.08 ALKS 24.9 $171 6.87 26 $647 26% 45.9 40.0 3% 0 0 AVIR 15.7 $79 5.03 19.5 $306 26% 56.6 1.0 70% 0 0 MEDX 31.3 $30 0.96 3 $94 32% 29.2 6.7 75% 0 0 GELX 16.0 $100 6.24 17 $272 37% 40.0 20.0 20% 0 0 PGNS 17.2 $65 3.79 13 $223 29% 62.6 61.1 2% 0 4.2 CGPI 8.6 $10 1.17 9 $77 13% 16.0 3.0 130% 0 0.28 NBIX 18.8 $56 2.98 4.25 $80 70% 28.5 16.0 22% 0 0.1 PCYC 12.3 $46 3.74 14 $172 27% 17.0 0.0 37% 0 0 ONXX 11.4 $7 0.61 9 $103 7% 30.6 9.3 305% 0 0.04 AXPH 30.0 $65 2.17 4 $120 54% 78.6 47.4 48% 0 0.36 TTP 13.1 $9 0.69 3.25 $43 21% 11.5 0.0 128% 0 0.2 ABGX 14.0 $57 4.07 13.5 $189 30% 21.0 3.8 30% 0 0 SNAP 10.7 $56 5.23 6 $64 87% 19.0 9.0 18% 0 1.6 NPSP 12.5 $40 3.20 7.5 $94 43% 23.4 3.6 50% 0 7.5 SUPG 20.4 $13 0.62 14 $286 4% 19.5 3.0 130% 0 0.3 OSIP 21.4 $22 1.04 6 $128 17% 28.0 19.5 38% 0 0.1 BTRN 8.6 $16 1.87 2.75 $24 68% 17.2 8.0 58% 0 0% 0 LKST 11.90 $27 2.23 9.25 $110 24% 23.8 12.0 45% 0 0.6 CTII 18.4 $12 0.65 1 $18 65% 22.3 8.8 112% 0 0.15 Revs & Exp in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not included. CEPH recent financing not included. Insider is $val in millions purchased by ANY filer in the past year @ mkt prices Sales is MY estimates for '99…. Feel free to "chip in" Please! Sls/Exp is my lame attempt to compare "sustainable" revenues to expenses,ie. 100% would supposedly be sustainable 0 Burn.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next