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Biotech / Medical : Biotech Valuation

CRSP 51.59

-1.1%

3:59 PM EST

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To: Dave K who wrote (749)	3/3/2000 4:50:00 PM
From: Biomaven	Read Replies (4) of 52153

Dave K. management of epilepsy and are more likely to accept older drugs with improved profiles than new agents Music to the ears of MABA, a tiny company that recently licensed its improved version of valproate to Abbott. (I own a little from before the run-up). It's not quite an "improved version" in the Sepracor sense, in that it's a single isomer of a first cousin rather than simply a metabolite or chiral switch. Anyone looked at a chart for MRK or SGP recently? Look pretty sick and I guess a portion of the outflow has found its way to biotechland. Weakness in the pharmas is really a mixed blessing. From the momentum perspective it's probably good for biotech - hot money flowing out of drugs into bios. However from a valuation perspective it's bearish, as the pharmas have ultimately to be the metric against which biotechs must be measured. For any biotech that aims to be a small or medium (or even in the case of MLNM large <g>) pharma, cheap pharmas cannot be good news. Peter

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