CEPH Message Board - Msg: 1386884

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Biotech / Medical : CEPH

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To: The Dermatologist who wrote (263)	5/12/1997 1:54:00 PM
From: Rudy Saucillo	of 998

Dermatologist, I'd like to see specifics on how you came up with that $5/share estimate. Even without Myotrophin, CEPH has $6/share in cash, an NDA submitted for Provigil (narcolepsy), and the preclinical pipeline. Not even considering the potential of Myotrophin approval in the U.S., Europe, and Japan, you will simply not be able to buy CEPH for less than its cash assets and get the NDA filing and the pipeline for free! It's simply not going to happen. I don't have a problem with trying to value CEPH less Myo, but it's important to do a realistic assessment of the pieces. $5 to $7 per share when there's $6/share cash + an NDA filing + technology is clearly not the answer. Rudy

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