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Biotech / Medical : Biotech Valuation

CRSP 55.28

+5.3%

Nov 17 3:59 PM EST

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To: Biomaven who wrote (2288)	12/13/2000 12:06:29 AM
From: Scott H. Davis	Read Replies (2) of 52153

Surpreme Ct. effectively rules against Gore, the Democratic Committee chair calle on Gore to conceed - will there be a "sigh of relief" rally or is it mostly priced in already? Thoughts? Scott FYI MRK expressed confidence with their HIV vaccine dailynews.yahoo.com MRK licensed VICL naked DNA technology for this (VICL went up 6% without a press release) by which enough common DNA can be presented in a way that does not transmit the whole DNA yet is enough to provoke an immune system response. Previously this thread assessed ways to value biotechs. Question I would like to pose is how does one add subject valuation of management effectiveness to a valuation? VICL, at least in the 4 years I have followed has not had any bad news - no programs cancelled or cut back, not partnet problems, no partnerships cancelled, low cash burn rate. Taken together thier burn rate is low since they don't waste money on programs that don't work. No FDA problems. No shareholder lawsuits. Lower than average dilution. Unfortunately low analyst coverage and a price where it was 4 1/2 years ago despite significant progress & lots of cash. How do you subjectively factor pretty consistant lack of market response? (this years winter/spring biotech binge being the glaring exception.) Thoughts on these?

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