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Biotech / Medical : Biotech Valuation

CRSP 52.51

+2.7%

Nov 14 9:30 AM EST

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To: smh who wrote (2431)	1/6/2001 1:10:09 PM
From: smh	Read Replies (3) of 52153

Wilder, Peter, Mike, rkrw, Thanks for the great suggestions. I have updated the table as follows(based on 12/31/00). Will hold off updating the portfolio until tomorrow in case there are any other additions. <Tech/Chemo> Tech investment in Chemo made within last 6 months and is less than 1% of TECH MC. Therefore, doesn't appear to be a potential source of significant undervaluation. If anyone still thinks it should be added I will be happy to do so. <AXPH/DPII> In addition to the 31% of DPII, it appears that AXPH has 23% of Akkadix Corp. The value of PPGx, now tranformed into an undisclosed amount of DNA Sciences preferred, remains an unknown. <AVM/CYTO> I believe AVM is down to 1.2M shares in CYTO 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 9.0% 16.4 MCDE / Iconix 47 / xxx 32% xxx RZYM / Atugen AG 220 / xxx 32% xxx TXB / Revotar Bio. AG 352 / xxx 55% xxx KDUS / Axiom 9.5 / 15 20% 3.0 TRPS / ARNA 77 / 352 9.4% 33 AVM / CYTO 17.8/ 178 1.58% 2.8 AXPH / DPII 209 / 289 31% 90 SMH

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