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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

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To: scaram(o)uche who wrote (342)	8/9/1999 10:11:00 AM
From: LLCF	Read Replies (1) of 52153

Thought I'd toss a spreadsheet out there... lots of quarterly numbers included ['s]. I sorted by "Burns" best to worst. I found it interesting that lots of companies with the worst "Burns" haven't reported yet. Probably painful... :) Comp # Shrs Price Mkt.Cap Cash $/shr TV TV/Shr $/Val Ann Exp Revs Burn Sales Sls/Exp MOGN 14.6 11 $161 $18 1.23 $143 $9.77 11% 20.0 30.0 -56% 30 150% BONZ* 13.5 5.0 $68 $27 2.00 $41 $3.00 40% 32.0 40.0 -30% 40 GLIA* 10.1 20 $202 $26 2.57 $176 $17.43 13% 31.0 36.0 -19% 36 116% MLNM* 35.8 60 $2,148 $198 5.53 $1,950 $54.47 9% 139.0 160.0 -11% 0 0% ARQL* 12.50 6.75 $84 29 2.28 $56 $4.47 34% 32.0 35.0 -11% CHIR 185 25.00 $4,625 $1,000 5.41 $3,625 $19.59 22% 600.0 662.0 -6% 662 110% GZSP* 15.8 6.00 $95 $180 11.39 ($85) ($5.39) 190% 0.0 0.0 0 100 CGPI* 8.6 10 $86 $20 2.33 $66 $7.67 23% 20.0 20.0 0% 20 PGNS* 16.3 14.00 $228 $65 3.99 $163 $10.01 28% 62.6 61.1 2% 50 ALKS 24.5 27.00 $662 $171 6.98 $491 $20.02 26% 45.9 40.0 3% 0 PDLI* 18.6 28.00 $520 $140 7.53 $380 $20.47 27% 40.0 30.0 7% 15 38% SEPR* 32.8 70 $2,296 $412 12.56 $1,884 $57.44 18% 70 40 7% 35 50% INCY* 27.9 26 $725 $100 3.58 $625 $22.42 14% 180.0 170.0 10% 170 94% VRTX* 25.3 25.00 $634 $205 8.09 $429 $16.91 32% 80.0 48.0 16% 17 21% ABSC* 17 8 $136 $23.5 1.38 $113 $6.62 17% 47 43 17% 0% SNAP* 10.7 6.50 $70 $50 4.67 $20 $1.83 72% 19.0 9.0 20% 2 PCOP* 19.5 11 $215 $39 2.00 $176 $9.00 18% 104.0 94.0 26% 62 60% GELX* 16.8 14.00 $235 $90 5.36 $145 $8.64 38% 38.0 14.0 27% 4 REGN* 31.3 8.50 $266 $91 2.91 $175 $5.59 34% 57.0 30.0 30% 15 26% NBIX* 18.8 4.25 $80 $52 2.77 $28 $1.48 65% 32.0 14.0 35% 0 VLTS 19.6 6.00 $118 $29 1.48 $89 $4.52 25% 18.7 8.1 37% 0 PCYC 12.3 27 $332 $46 3.74 $286 $23.26 14% 17.0 0.0 37% 0 OSIP 21.4 5.25 $112 $22 1.04 $90 $4.21 20% 28.0 19.5 38% 0 GLFD* 19.4 17.00 $330 $97 5.00 $233 $12.00 29% 50.3 12.5 39% 6 12% CLTR* 17.3 25.00 $432 $100 5.78 $332 $19.22 23% 42.0 1.0 41% 0 LKST 11.9 16 $190 $27 2.23 $164 $13.77 14% 23.8 12.0 45% 0 PARS* 42.0 2 $84 $2 0.05 $82 $1.95 3% 6.1 5.0 48% 5 82% HYSQ* 13.0 4.0 $52 $33 2.50 $20 $1.50 63% 20.0 4.0 49% 0 NPSP 12.5 7.00 $87 $40 3.20 $47 $3.80 46% 23.4 3.6 50% 0 AXPH* 30.3 4.25 $129 $56 1.85 $73 $2.40 43% 78.6 47.4 56% 0 GLGC* 19.7 4.1 $81 $20 1.02 $61 $3.11 25% 33.0 20.0 65% 20 AVIR 15.7 29 $455 $79 5.03 $376 $23.97 17% 56.6 1.0 70% 0 ABGX* 14.9 23 $343 $26 1.74 $317 $21.26 8% 24.0 5.0 73% 0 SIBI 9.5 8.50 $81 $18 1.89 $63 $6.61 22% 25.5 11.0 81% 3 12% CEPH 28.7 19 $546 $60 2.09 $486 $16.91 11% 74.6 22.0 88% 22 29% CORR* 24.4 21 $512 $32 1.31 $480 $19.69 6% 73.2 45.0 88% 45 61% BTRN* 8.6 5.50 $47 $12 1.40 $35 $4.10 25% 18.0 6.5 96% 0 0% LGND 35.0 9.5 $333 $53 1.51 $280 $7.99 16% 87.0 25.0 117% 20 23% TTP 13.1 5 $66 $9 0.69 $57 $4.31 14% 11.5 0.0 128% 0 SUPG 20.4 19.0 $388 $13 0.62 $375 $18.38 3% 19.5 3.0 130% 0 CTII 18.4 1.75 $32 $10 0.54 $22 $1.21 31% 22.3 8.8 135% 0 CELG 16.4 16.0 $263 $13 0.79 $250 $15.21 5% 28.0 3.8 186% 0 ONXX 11.4 9.0 $103 $7 0.61 $96 $8.39 7% 30.6 9.3 305% 0 GZMO** 12.6 3.0 $38 $1 0.08 $37 $2.92 3% 20.0 4.0 1600% 0 ITRC OUCH! All numbers in Millions 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. "TV" is technology value * means data is latest quarterly, otherwise data is a/o last quarter ** Don't worry about GZMO's burn… they have a 30mill line of credit from daddy! forgot who wanted INCR… but OUCH!

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