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Biotech / Medical : Biotech Valuation

CRSP 55.11

-2.6%

Nov 7 9:30 AM EST

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To: Biomaven who wrote (384)	9/22/1999 10:31:00 AM
From: Biomaven	Read Replies (2) of 52153

Bought some GZTC today to go with my GZMO. My valuation comparison is with ENMD. My analysis is that the GZMO/GZTC partnership is actually ahead of ENMD, even though ENMD is due to enter the clinic shortly. The reason is that aaAT is a known to be manufacturable and stable (unlike angiostatin/endostatin) and already pretty much known to be safe given that it constitutes a healthy chunk of the antithrombin that GZTC has already been giving to people. (Unfortunately, people with tumors were excluded from the GZTC trials). The market cap of ENMD is about the same as the combined GZMO/GZTC, which both of course have other assets besides aaAT. Peter

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