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Biotech / Medical : Biotech Valuation

CRSP 54.46

-1.2%

3:32 PM EST

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To: Biomaven who wrote (5197)	12/21/2001 9:43:27 AM
From: Harold Engstrom	Read Replies (1) of 52153

WRT valuation, I think Elan is looking pretty compelling. They have a great pipeline; good drug delivery technology; loads of joint ventures and biotech investments that appear to be bearing fruit; strong financials (including good earnings.) There has been some harping on quality of earnings, but I think that issue is gone since the mechanism Peter cited makes up a very small percentage of revenues. The recent news flow has been excellent (Antegren in PIII trials and Sonata deal with AHP.) Is expected to earn about $2.30 next year. Any opinions?

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