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Biotech / Medical : Biotech Valuation

CRSP 61.97

-3.2%

Nov 3 9:30 AM EST

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To: scaram(o)uche who wrote (5092)	12/10/2001 12:11:05 PM
From: Biomaven	Read Replies (1) of 52153

I agree with Rick here. Unfortunately there is a mismatch between good news from a medical perspective and good news from a valuation perspective. What drives biotech values is mostly recurrent dosing for a chronic condition; what drives medical "values" are quick cures. Not to say of course that a quick cure for cancer wouldn't make a biotech company very rich <g>, but AlloMune is one part of a complicated procedure that is unlikely to ever be very high volume. (Although BTRN is a small enough company that it could actually do very nicely if AlloMune was ever widely used). But bottom line the 507 royalty from MEDI is likely to be the more significant value driver for BTRN over the short and medium term at least. I do own some BTRN and intend to hang onto it. Peter

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