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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Andreas Helke who wrote (5522)8/28/1998 5:15:00 PM
From: Andreas Helke  Read Replies (1) of 9719
 
Biotech rally update

Here is a table of earnings and estimates for a bunch of biotech companies.
AFFX HGSI INCY MLNM ARQL PCOP AGPH ARIA DURA FUSE GILD GZTC ICOS IMNX ISIP LIPO MEDI SEPR VRTX IDPH LGND CNTO CORR GLFD NRGN ANIK CHAI GENZL GLIA AMGN BCHE BGEN CHIR GENZ

1995    1996   1997   1998   1999   2000    2001    Year
-32.84 -21.94 -25.63 -12.39  3.81   29.03   44.42   sum of EPS
-17.12  -8.64  -7.44  -0.19  8.77   24.80   47.73



The last line includes only companies for which I have year 2001 estimates. The list of companies is
AFFX INCY AGPH DURA GILD GZTC ICOS IMNX SEPR VRTX LGND CNTO ANIK GLIA AMGN BCHE BGEN CHIR GENZ

Andreas
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