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Biotech / Medical : Biotech Valuation
CRSP 53.24-3.7%12:01 PM EST

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To: scaram(o)uche who wrote (360)8/18/1999 12:30:00 PM
From: LLCF  Read Replies (1) of 52153
 
New Column... we've got sales coming in!!! Sheet sorted for mktcap/sales #'s:

Comp # Shrs Price Mkt.Cap Cash $/shr TV TV/Shr $/Val Ann Exp Revs Burn Sales Sls/Exp X-sls
GZSP* 15.8 6.00 $95 $180 11.39 ($85) ($5.39) 190% 0.0 0.0 0 100 0.95
BONZ* 13.5 5.0 $68 $27 2.00 $41 $3.00 40% 32.0 40.0 -30% 40 1.69
PCOP* 19.5 11 $215 $39 2.00 $176 $9.00 18% 104.0 94.0 26% 62 60% 3.46
GLGC* 19.7 4.1 $81 $20 1.02 $61 $3.11 25% 33.0 20.0 65% 20 4.06
INCY* 27.9 26 $725 $100 3.58 $625 $22.42 14% 180.0 170.0 10% 170 94% 4.27
CGPI* 8.6 10 $86 $20 2.33 $66 $7.67 23% 20.0 20.0 0% 20 4.29
MOGN* 14.6 11 $161 $18 1.23 $143 $9.77 11% 20.0 30.0 -56% 30 150% 5.35
GLIA* 10.1 20 $202 $26 2.57 $176 $17.43 13% 31.0 36.0 -19% 36 116% 5.62
CHIR 185 25.00 $4,625 $1,000 5.41 $3,625 $19.59 22% 600.0 662.0 -6% 662 110% 6.99
CELG* 16.4 16.0 $263 $6 0.36 $257 $15.64 2% 28.0 25.0 50% 25 10.53
CORR* 24.4 21 $512 $32 1.31 $480 $19.69 6% 73.2 45.0 88% 45 61% 11.39
LGND 35.0 9.5 $333 $53 1.51 $280 $7.99 16% 87.0 25.0 117% 20 23% 16.63
PARS* 42.0 2 $84 $2 0.05 $82 $1.95 3% 6.1 5.0 48% 5 82% 16.80
REGN* 31.3 8.50 $266 $91 2.91 $175 $5.59 34% 57.0 30.0 30% 15 26% 17.74
CEPH* 28.9 19 $549 $70 2.42 $479 $16.58 13% 74.6 30.0 64% 30 40% 18.30
PDLI* 18.6 28.00 $520 $140 7.53 $380 $20.47 27% 40.0 30.0 7% 15 38% 34.68
VRTX* 25.3 25.00 $634 $205 8.09 $429 $16.91 32% 80.0 48.0 16% 17 21% 37.28
GLFD* 19.4 17.00 $330 $97 5.00 $233 $12.00 29% 50.3 12.5 39% 6 12% 54.97
SEPR* 32.8 70 $2,296 $412 12.56 $1,884 $57.44 18% 70 40 7% 35 50% 65.60
SNAP* 10.7 6.50 $70 $50 4.67 $20 $1.83 72% 19.0 9.0 20% 2
NBIX* 18.8 4.25 $80 $52 2.77 $28 $1.48 65% 32.0 14.0 35% 0
HYSQ* 13.0 4.0 $52 $33 2.50 $20 $1.50 63% 20.0 4.0 49% 0
AXPH* 30.3 4.25 $129 $56 1.85 $73 $2.40 43% 78.6 47.4 56% 0
GELX* 16.8 14.00 $235 $90 5.36 $145 $8.64 38% 38.0 14.0 27% 4
NPSP* 12.5 7.00 $87 $30 2.40 $57 $4.60 34% 23.4 3.6 66% 0
ARQL* 12.50 6.75 $84 29 2.28 $56 $4.47 34% 32.0 35.0 -11%
PGNS* 16.3 14.00 $228 $65 3.99 $163 $10.01 28% 62.6 61.1 2% 50
CTII* 18.4 1.75 $32 $9 0.49 $23 $1.26 28% 22.3 8.8 150% 0
ALKS 24.5 27.00 $662 $171 6.98 $491 $20.02 26% 45.9 40.0 3% 0
BTRN* 8.6 5.50 $47 $12 1.40 $35 $4.10 25% 18.0 6.5 96% 0 0%
VLTS* 19.6 6.00 $118 $20 1.02 $98 $4.98 17% 18.7 8.1 53% 0
CLTR* 17.3 25.00 $432 $100 5.78 $332 $19.22 23% 42.0 1.0 41% 0
SIBI 9.5 8.50 $81 $18 1.89 $63 $6.61 22% 25.5 11.0 81% 3 12%
OSIP* 21.4 5.25 $112 $21 0.98 $91 $4.27 19% 28.0 19.5 40% 0
ABSC* 17 8 $136 $23.5 1.38 $113 $6.62 17% 47 43 17% 0%
TTP* 13.1 6 $79 $12 0.92 $67 $5.08 15% 11.5 0.0 96% 0
PCYC* 12.3 27 $332 $41 3.33 $291 $23.67 12% 17.0 0.0 41% 0
AVIR* 15.7 29 $455 $55 3.50 $400 $25.50 12% 56.6 5.0 94% 0
LKST* 11.9 16 $190 $23 1.93 $167 $14.07 12% 23.8 8.0 69% 0
ONXX* 11.4 9.0 $103 $10 0.88 $93 $8.12 10% 30.6 9.3 213% 0
MLNM* 35.8 60 $2,148 $198 5.53 $1,950 $54.47 9% 139.0 160.0 -11% 0 0%
ABGX* 14.9 23 $343 $26 1.74 $317 $21.26 8% 24.0 5.0 73% 0
SUPG* 20.4 19.0 $388 $13 0.62 $375 $18.38 3% 19.5 8.0 91% 5
GZMO** 12.6 3.0 $38 $1 0.08 $37 $2.92 3% 20.0 4.0 1600% 0



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!
Note new column… mktcap/sales… we've got sales coming in!
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