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Biotech / Medical : Biotech Valuation

CRSP 56.00

+8.5%

Dec 3 3:59 PM EST

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To: Biomaven who started this subject	4/19/2001 2:17:02 PM
From: tuck	Read Replies (2) of 52153

Alza's John Urquhart makes the fundamental case for expanding the role of drug delivery technology: pharmalicensing.com Valuations are all over the map for established and unproven companies alike in this sector. ELN, ENZN, AZA are examples of established and fully valued ones, while ARDM and VLTS are still in the clinic and near all time lows. Of the two, I like ARDM in particular. Clear technological edge in their markets; will be close second, possibly even first to market with first product; overpunished for apparent loss of biz with DNA (Genentech apparently left funding in place, implying to me that a deal will be redone -- I can't wait for the Q&A at the quarterly conference call on that one!). Another possible hint of what biotech sectors are undervalued is that one of the smarter funds during the last year -- Biotechnology Value Fund -- has been on the hunt for the last several months. One sector BVF is nibbling in is genomics (via GENE). I've posted a couple of other recent acquisitions by BVF on that thread. Cheers, Tuck

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