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Biotech / Medical : Biotech Valuation
CRSP 55.52-8.7%Jan 23 9:30 AM EST
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To: IRWIN JAMES FRANKEL who wrote (20729)8/1/2006 7:32:52 PM
From: John Metcalf  Read Replies (1) of 52153
 
"Just a guess, but I would say T does peak sales for MS of $3B."

That seems reasonable. The meaning, for me, is other than establishing a DCF value for the company. It means survival, profitability, use of tax-loss carryforwards, and ability to finance pipeline development. This is not to say that Elan is now a great value, but there is sound basis for valuing the pipe programs. Alz and nano-crystals are achievable opportunities now.
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