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Biotech / Medical : Biotech Valuation

CRSP 52.51

+2.7%

Nov 14 9:30 AM EST

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To: Biomaven who wrote (2429)	1/1/2001 4:16:18 PM
From: smh	Read Replies (6) of 52153

A few weeks ago there was a discussion centering around the idea that companies holding a significant interest in a subsidiary or otherwise ("cross-ownership") are frequent undervalued. There seems to be a consensus that this pricing inefficiency exists, hence becoming an appropriate theme for the creation of a portfolio. I have attempted to create such a portfolio based on several of the suggested examples as follows; siliconinvestor.com Primary / Sub MC/MC % owned $ owned NBSC / DGI 28 / xx 82% xxx BTRN / SCS 102 / xx 30% xxx CEGE / ABGX 778 / 4828 10.5% 507 CNCT / ITMN 135 / 1066 4.2% 45 STEM / Modex 52 / 180 9% 16.4 MCDE / Iconix 47 / xxx 32% xxx RZYM / Atugen AG 220 / xxx 32% xxx TXB / Revotar Biopharm AG 352 / xxx 55% xxx KDUS/Axiom 9.5 / xxx ??? ??? A few notes. Both the above table and the unmanaged "Cross" portfolio are intended to reflect the situation on 12/31/00. I have made no attempt to guest at the value of the non-public entities. Any help here would be appreciated. In fact, any and all corrections, suggestions, additions, etc. are welcome. Apparently, CNCT has been selling ITMN shares since last quarterly report. I will retroactively update the above table when filings reflecting the 12/31/00 status are available. Happy New Year All! SMH

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