Tons of huge price jumps here... lots of best value has moved up and on.... however a few have not! What's wrong with NBIX,SNAP,HYSQ,and AXPH...?? Or are they the next?
Comp # Shrs Price Mkt.Cap Cash $/shr TV TV/Shr $/Val Ann Exp Revs Burn Sales Sls/Exp X-sls
GZSP* 15.8 5.00 $79 $180 11.39 ($101) ($6.39) 228% 0.0 0.0 0 100 0.79
SNAP* 10.7 6.00 $64 $50 4.67 $14 $1.33 78% 19.0 9.0 20% 2
HYSQ* 13.0 3.5 $46 $33 2.50 $13 $1.00 71% 20.0 4.0 49% 0
NBIX* 18.8 4.25 $80 $52 2.77 $28 $1.48 65% 32.0 14.0 35% 0
AXPH* 30.3 4.00 $121 $56 1.85 $65 $2.15 46% 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
ARQL* 12.50 6.00 $75 29 2.28 $47 $3.72 38% 32.0 35.0 -11%
BONZ* 13.5 5.5 $74 $27 2.00 $47 $3.50 36% 32.0 40.0 -30% 40 1.86
GLFD* 19.4 14.00 $272 $97 5.00 $175 $9.00 36% 50.3 12.5 39% 6 12% 45.27
NPSP* 12.5 7.00 $87 $30 2.40 $57 $4.60 34% 23.4 3.6 66% 0
CTII* 18.4 1.50 $28 $9 0.49 $19 $1.01 33% 22.3 8.8 150% 0
REGN* 31.3 10.00 $313 $91 2.91 $222 $7.09 29% 57.0 30.0 30% 15 26% 20.87
PDLI* 18.6 27.00 $502 $140 7.53 $362 $19.47 28% 40.0 30.0 7% 15 38% 33.44
BTRN* 8.6 5.50 $47 $12 1.40 $35 $4.10 25% 18.0 6.5 96% 0 0%
VRTX* 25.3 33.00 $836 $205 8.09 $631 $24.91 25% 80.0 48.0 16% 17 21% 49.20
GLGC* 19.7 4.5 $89 $20 1.02 $69 $3.48 23% 33.0 20.0 65% 20 4.43
CGPI* 8.6 11 $94 $20 2.33 $74 $8.67 21% 20.0 20.0 0% 20 4.72
PGNS* 16.3 19.00 $310 $65 3.99 $245 $15.01 21% 62.6 61.1 2% 50
OSIP* 21.4 4.75 $102 $21 0.98 $81 $3.77 21% 28.0 19.5 40% 0
LGND 35.0 7.5 $263 $53 1.51 $210 $5.99 20% 87.0 25.0 117% 20 23% 13.13
ALKS 24.5 35.00 $858 $171 6.98 $687 $28.02 20% 45.9 40.0 3% 0
CLTR* 17.3 31.00 $536 $100 5.78 $436 $25.22 19% 42.0 1.0 41% 0
PCOP* 19.5 11 $215 $39 2.00 $176 $9.00 18% 104.0 94.0 26% 62 60% 3.46
CHIR 185 31.00 $5,735 $1,000 5.41 $4,735 $25.59 17% 600.0 662.0 -6% 662 110% 8.66
VLTS* 19.6 6.00 $118 $20 1.02 $98 $4.98 17% 18.7 8.1 53% 0
ABSC* 17 8.5 $145 $23.5 1.38 $121 $7.12 16% 47 43 17% 0%
SEPR* 32.8 81 $2,657 $412 12.56 $2,245 $68.44 16% 70 40 7% 35 50% 75.91
INCY* 27.9 25 $698 $100 3.58 $598 $21.42 14% 180.0 170.0 10% 170 94% 4.10
CEPH* 28.9 19 $549 $70 2.42 $479 $16.58 13% 74.6 30.0 64% 50 67% 10.98
AVIR* 15.7 28 $440 $55 3.50 $385 $24.50 13% 56.6 5.0 94% 0
TTP* 13.1 7.5 $98 $12 0.92 $86 $6.58 12% 11.5 0.0 96% 0
GLIA* 10.1 22 $223 $26 2.57 $197 $19.43 12% 31.0 36.0 -19% 36 116% 6.18
ONXX* 11.4 8.0 $91 $10 0.88 $81 $7.12 11% 30.6 9.3 213% 0
PCYC* 12.3 31 $381 $41 3.33 $340 $27.67 11% 17.0 0.0 41% 0
MOGN* 14.6 12 $175 $18 1.23 $157 $10.77 10% 20.0 30.0 -56% 30 150% 5.84
LKST* 11.9 22 $262 $23 1.93 $239 $20.07 9% 23.8 8.0 69% 0
MLNM* 35.8 66 $2,363 $198 5.53 $2,165 $60.47 8% 139.0 160.0 -11% 0 0%
ABGX* 14.9 29 $432 $26 1.74 $406 $27.26 6% 24.0 5.0 73% 0
CORR* 24.4 22 $537 $32 1.31 $505 $20.69 6% 73.2 45.0 88% 45 61% 11.93
PARS* 42.0 1.5 $63 $2 0.05 $61 $1.45 4% 6.1 5.0 48% 5 82% 12.60
SUPG* 20.4 19.5 $398 $13 0.62 $385 $18.88 3% 19.5 8.0 91% 5
CELG* 16.4 16.5 $271 $6 0.36 $265 $16.14 2% 28.0 25.0 50% 25 10.86
GZMO** 12.6 5.5 $69 $1 0.08 $68 $5.42 1% 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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