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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (80169)	4/26/2000 11:39:00 PM
From: Spekulatius	Read Replies (1) of 132070

My Biotech favorites: I like GZTR and GZSP too and think they are a great buy right now. I never liked BXM very much since I believe, their product is a bit questionable. I would prefer a merger without BXM. My personal favorite within the biotech microcap universe is NPSP - a great pipeline with a marketcap of 250M$ only and 70M$ cash. VASO looks interesting to me too, but hasn't the sequential growth rate leveled off? I also like LGND for the first time now. LGND hasn't been managing money prudently but now has built a good pipeline.I would like to see less than 10$ though. INCY may well be a leader of the genomics world,together with MLNM. Its still a bit pricey though. I put the enterprise value at 5 x Revenue + 700M$ cash, which comes to 56$/share. This would be quite a conservative valuation. MLNM appears just too pricey right now. I also like BCHE which has a much slower growth rate but also a very low valuation with only 20 x earnings.

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