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Biotech / Medical : Biotech Valuation

CRSP 54.58

-1.0%

Nov 10 3:59 PM EST

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To: LLCF who wrote (223)	6/15/1999 2:01:00 PM
From: LLCF	of 52153

Comp # Shrs Price Mkt.Cap Cash $/shr Tval Tval/Shr $/Val 98' Exp Revs Burn Sales Sls/Exp SNAP 10.7 5.25 $56 $56 5.23 $0 $0.02 100% 19.0 9.0 18% 0 AXPH 30.0 3 $90 $65 2.17 $25 $0.83 72% 78.6 47.4 48% 0 CTII 18.4 1 $18 $12 0.65 $6 $0.35 65% 22.3 8.8 112% 0 NBIX 18.8 5 $94 $56 2.98 $38 $2.02 60% 28.5 16.0 22% 0 GLFD 19.6 11 $215 $116 5.93 $99 $5.07 54% 50.3 12.5 33% 6 12% BTRN 8.6 3.75 $32 $16 1.87 $16 $1.88 50% 17.2 8.0 58% 0 0% REGN 31.00 6.5 $202 $100 3.23 $102 $3.27 50% 53.8 45.2 9% 15 28% NPSP 12.5 6.5 $81 $40 3.20 $41 $3.30 49% 23.4 3.6 50% 0 VRTX 25.3 22 $558 $224 8.84 $334 $13.16 40% 77.5 44.5 15% 5 6% SIBI 9.5 4.75 $45 $18 1.89 $27 $2.86 40% 25.5 11.0 81% 3 12% VLTS 19.6 3.75 $74 $29 1.48 $45 $2.27 39% 18.7 8.1 37% 0 PDLI 18.6 20 $372 $140 7.53 $232 $12.47 38% 40.0 30.0 7% 15 38% CLTR 17.3 20 $346 $116 6.71 $230 $13.29 34% 40.0 34.0 5% 0 GELX 16.0 20 $320 $100 6.24 $220 $13.76 31% 40.0 20.0 20% 0 ALKS 24.9 24 $598 $171 6.87 $427 $17.13 29% 45.9 40.0 3% 0 CHIR 185 19 $3,515 $1,000 5.41 $2,515 $13.59 28% 600.0 662.0 -6% 662 110% ABSC 17 5 $85 $23.5 1.38 $62 $3.62 28% 47 26.5 87% 0% PGNS 17.2 14 $240 $65 3.79 $175 $10.21 27% 62.6 61.1 2% 0 ABGX 14.0 15.75 $221 $57 4.07 $164 $11.68 26% 21.0 3.8 30% 0 OSIP 21.4 4.25 $91 $22 1.04 $69 $3.21 24% 28.0 19.5 38% 0 PCOP 20.2 9 $182 $40 1.98 $142 $7.02 22% 105.7 92.2 34% 62 59% SEPR 32.8 64 $2,099 $430 13.11 $1,669 $50.89 20% 70 14 13% 25 36% AVIR 15.7 25 $393 $79 5.03 $314 $19.97 20% 56.6 1.0 70% 0 LKST 11.9 11.5 $137 $27 2.23 $110 $9.27 19% 23.8 12.0 45% 0 TTP 13.1 4 $52 $9 0.69 $43 $3.31 17% 11.5 0.0 128% 0 PCYC 12.3 24 $295 $46 3.74 $249 $20.26 16% 17.0 0.0 37% 0 MLNM 34.2 38 $1,300 $202 5.90 $1,098 $32.10 16% 139.0 133.7 3% 100 72% LGND 35.0 10.5 $368 $53 1.51 $315 $8.99 14% 87.0 25.0 117% 20 23% CEPH 28.7 15 $431 $60 2.09 $371 $12.91 14% 74.6 22.0 88% 22 29% CGPI 8.6 9 $77 $10 1.17 $67 $7.83 13% 16.0 3.0 130% 0 CORR 24.4 14 $342 $42 1.72 $300 $12.28 12% 73.2 41.9 75% 33 45% GLIA 10.1 22 $223 $26 2.57 $197 $19.43 12% 30.0 36.0 -23% 36 120% INCY 29.3 23 $675 $77 2.62 $598 $20.38 11% 180.0 170.0 13% 175 97% MOGN 15.0 10 $150 $16 1.07 $134 $8.93 11% 17.0 20.0 -19% 20 118% ONXX 11.4 7.5 $86 $7 0.61 $79 $6.89 8% 30.6 9.3 305% 0 CELG 16.4 16.25 $267 $13 0.79 $254 $15.46 5% 28.0 3.8 186% 0 SUPG 20.4 14 $286 $13 0.62 $273 $13.38 4% 19.5 3.0 130% 0 PARS 37.0 1.5 $56 $2 0.06 $53 $1.44 4% 6.1 1.5 200% 1.2 20% All numbers in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not included. 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. Burn is % of current cash expected to be burned in 12 months. "T-Val" is technology value

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