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Biotech / Medical : Biotech Valuation
CRSP 56.98+1.1%Nov 5 3:59 PM EST
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To: Biomaven who wrote (22)3/1/1999 1:02:00 PM
From: LLCF  Read Replies (2) of 52153
 
<I agree the $300m for Novaris is conservative. It corresponds to a half-share in a drug worth $1.2 billion with a 50% chance of success. The $1.2b figure is conservative; who knows if the 50% chance of success is realistic.>

Interesting... I like the methodology and think it's certainly very useful to look projects the way the company probably does... is that where you got the idea to look the value this way?

I'll tell you, looking at what MLNM & INCY spend on their projects is eye opening.

DAK
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