Biotech Valuation Message Board

STOCKTALK

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 53.53

+4.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jayhawk969 who wrote (8213)	4/30/2003 2:32:40 PM
From: Biomaven	Read Replies (1) of 52153

NBIX vs. DOVP I'm afraid I haven't done this calculation, although I should have. Probably the way to think about is is to figure out for say $100m in marginal Indiplon sales, what is the ratio of the income collected by NBIX to that collected by DOVP. (This ratio might change some depending on what initial sales level you assume - i.e., DOVP likely collects comparatively more for the first $100m in sales than it does for the last $100m in sales at a starting sales level of say $600m.) You then need to compare the NBIX:DOVP comparative earning ratio you find above to the ratio of the market caps of the two stocks. That tells you which one is more sensitive to Indiplon. Anyone like to have a stab at the calculation for us? Peter

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next