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Biotech / Medical : Biotech Valuation

CRSP 54.58

-1.0%

Nov 10 3:59 PM EST

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To: kendall harmon who wrote (367)	8/26/1999 9:31:00 AM
From: LLCF	Read Replies (1) of 52153

<UTHR any of you all following this one? It is a VERY promising> What's your prognosis for the phase 3's... market seems to like the chances. With their burn, there seems to be success partially built in. Can you comment on the product(s)? Thanks Comp # Shrs Price Mkt.Cap Cash $/shr T-val. T-val/Shr $/Val Ann Exp Revs Burn Sales Sls/Exp X-sls GZSP* 15.8 7.00 $111 $180 11.39 ($69) ($4.39) 163% 0.0 0.0 0 100 1.11 SNAP* 10.7 7.00 $75 $50 4.67 $25 $2.33 67% 19.0 9.0 20% 2 HYSQ* 13.0 3.0 $39 $33 2.50 $7 $0.50 83% 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 5.75 $72 29 2.28 $43 $3.47 40% 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 14.50 $281 $97 5.00 $184 $9.50 34% 50.3 12.5 39% 6 12% 46.88 NPSP* 12.5 7.00 $87 $30 2.40 $57 $4.60 34% 23.4 3.6 66% 0 CTII* 18.4 1.25 $23 $9 0.49 $14 $0.76 39% 22.3 8.8 150% 0 REGN* 31.3 9.50 $297 $91 2.91 $206 $6.59 31% 57.0 30.0 30% 15 26% 19.82 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 31.00 $786 $205 8.09 $581 $22.91 26% 80.0 48.0 16% 17 21% 46.22 GLGC* 19.7 4.3 $84 $20 1.02 $64 $3.23 24% 33.0 20.0 65% 20 4.19 CGPI* 8.6 10.5 $90 $20 2.33 $70 $8.17 22% 20.0 20.0 0% 20 4.50 PGNS* 16.3 18.00 $293 $65 3.99 $228 $14.01 22% 62.6 61.1 2% 50 OSIP* 21.4 5.75 $123 $21 0.98 $102 $4.77 17% 28.0 19.5 40% 0 LGND 35.0 7 $245 $53 1.51 $192 $5.49 22% 87.0 25.0 117% 20 23% 12.25 ALKS 24.5 37.00 $907 $171 6.98 $736 $30.02 19% 45.9 40.0 3% 0 CLTR* 17.3 30.00 $519 $100 5.78 $419 $24.22 19% 42.0 1.0 41% 0 PCOP* 19.5 12.5 $244 $39 2.00 $205 $10.50 16% 104.0 94.0 26% 62 60% 3.93 CHIR 185 33.00 $6,105 $1,000 5.41 $5,105 $27.59 16% 600.0 662.0 -6% 662 110% 9.22 VLTS* 19.6 5.25 $103 $20 1.02 $83 $4.23 19% 18.7 8.1 53% 0 ABSC* 17 9 $153 $23.5 1.38 $130 $7.62 15% 47 43 17% 0% SEPR* 32.8 83 $2,722 $412 12.56 $2,310 $70.44 15% 70 40 7% 35 50% 77.78 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 29 $455 $55 3.50 $400 $25.50 12% 56.6 5.0 94% 0 TTP* 13.1 8.75 $115 $12 0.92 $103 $7.83 10% 11.5 0.0 96% 0 GLIA* 10.1 21 $212 $26 2.57 $186 $18.43 12% 31.0 36.0 -19% 36 116% 5.90 ONXX* 11.4 8.0 $91 $10 0.88 $81 $7.12 11% 30.6 9.3 213% 0 PCYC* 12.3 32 $394 $41 3.33 $353 $28.67 10% 17.0 0.0 41% 0 MOGN* 14.6 11.25 $164 $18 1.23 $146 $10.02 11% 20.0 30.0 -56% 30 150% 5.48 LKST* 11.9 24 $286 $23 1.93 $263 $22.07 8% 23.8 8.0 69% 0 MLNM* 35.8 64 $2,291 $198 5.53 $2,093 $58.47 9% 139.0 160.0 -11% 0 0% ABGX* 14.9 34 $507 $26 1.74 $481 $32.26 5% 24.0 5.0 73% 0 CORR* 24.4 23 $561 $32 1.31 $529 $21.69 6% 73.2 45.0 88% 45 61% 12.47 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 19.0 $388 $13 0.62 $375 $18.38 3% 19.5 8.0 91% 5 CELG* 17.2 17.0 $292 $21 1.22 $271 $15.78 7% 28.0 25.0 14% 25 11.70 GZMO** 12.6 5.0 $63 $1 0.08 $62 $4.92 2% 20.0 4.0 1600% 0 UTHR 11.5 24.0 $276 $57 4.96 $219 $19.04 21% 25.0 0.2 44% 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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