SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 55.32+2.7%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: smh who wrote (2500)2/4/2001 1:47:58 AM
From: smh  Read Replies (2) of 52153
 
Since the Cross portfolio reference point is the end of
2000, my intent is to get the right ownership numbers in
the table as of that point. Once done, I'll add another
table reflecting the most current status. In the mean time
a couple of changes.

1) It has been pointed out to me that CNCT sold most of its
stake in ITMN in the fourth quarter such that it probably
doesn't belong. So its out.

2) When RZYM was added I didn't notice the one day price
spike on 12/29/00. In looking at the chart, the 12/29
closing looks like a true outlier to me. While I hesitate
to do so, I'm substituting the average of the 12/28 and
1/2 closing prices for the 12/29 value as the RZYM purchase price.

3) I meant to note the additional AXPH stakes in Akkadix
and DNA Sciences, so adding it now.

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
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 (est.) 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
/ Akkadix / xxx 23% xxx
/ DNA Sciences / xxx 5% xxx

Revised "Cross" portfolio (base 12/29/00)

siliconinvestor.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News