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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 (2798)	5/28/2001 6:08:35 PM
From: smh	Read Replies (2) of 52153

Cross Portfolio Update Finally went through the 10Ks and updated the ownership shares (as of 12/31/00)as well as I could. Only minor changes made. After being up 20% at end January, value fell to negative 25%-30% in March, and back to green last week. Remember this is a static portfolio, based on a snap shot taken on 12/29/00. The purpose is to test the idea that cross-ownership among BTs may represent unrecognized value, and contribute to undervaluation. Primary / Sub MC/MC % owned $ owned NBSC / DGI 28 / xx 84% xxx BTRN / SCS 102 / xx 25% xxx CEGE / ABGX 778 / 4828 10.5% 507 STEM / Modex 52 / 180 9.0% 16.4 MCDE / Iconix 47 / xxx 31.6% xxx RZYM / Atugen AG 220 / xxx 29% xxx TXB / Revotar Bio. AG 352 / xxx 55.2% xxx KDUS / Axiom 9.5 / 15 (est.) 20% 3.0 TRPS / ARNA 77 / 352 8.8% 31.2 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

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