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Biotech / Medical : Biotech Valuation

CRSP 57.57

-1.0%

9:37 AM EST

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To: John Metcalf who wrote (9492)	11/15/2003 2:50:03 AM
From: Icebrg	Read Replies (1) of 52153

John The reason is the leverage. If Elan will reach a market cap. of 6 billion USD upon success for Antegren, an investor should be able to realise an increase in the market cap. of 200 %. In the case of Biogen the same absolute increase will only bring an increase in the market cap. of 66% (from 6 to 10 billion USD). After the creation of BIIB there will be even less leverage on the Biogen side. Not that I at present would consider any of the two companies. In Elan there is IMHO too much risk with only one product in late stage development and BGEN/BIIB looks a little bit stale. Erik

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