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Biotech / Medical : Biotech Valuation
CRSP 50.19+1.8%Nov 21 3:59 PM EST
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To: IRWIN JAMES FRANKEL who wrote (8221)4/30/2003 5:20:29 PM
From: rkrw  Read Replies (2) of 52153
 
When I look at nbix I think of indiplon and who cares about the pipeline. When I look at dovp I think, great, 3.5% royalties will help offset burn but what about the pipeline?

I think 3.5% alone can take dovp only so far (think catg), whereas 28% or whatnot for nbix could take nbix stock a long way assuming they keep their eps leverage (i.e. don't decide to become empire builders ala sepr :-)

Also not hard to imagine that nbix has considered the possibility of making overtures toward dovp down the road.
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