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Biotech / Medical : Biotech Valuation

CRSP 54.58

-1.0%

Nov 10 3:59 PM EST

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To: scaram(o)uche who wrote (120)	4/1/1999 2:32:00 PM
From: LLCF	Read Replies (2) of 52153

Updated Spread-sheet: Comp #Sh(mil) $(mil) $/shr Price Cap(mil) %$/Val 98'Exp* Revs* Sci-Cst Prd.Revs Insidr OSIP 21.4 $22 1.04 5 $107 21% 31.0 19.5 84.8 0 0.1 BTRN 8.6 $20 2.33 2.25 $19 104% 17.2 8.0 -0.7 0 0 CEPH 28.7 $60 2.09 9.75 $280 21% 74.6 15.6 220.2 ? 0 CORR 24.4 $50 2.05 10 $244 20% 73.2 41.9 194.0 ? 5 TTP 13.1 $10 0.76 3.5 $46 22% 11.5 0.0 35.9 0 0.2 MLNM 34.2 $150 4.38 30.5 $1,044 14% 139.0 133.7 893.6 0 INCY 29.3 $110 3.75 20 $587 19% 133.0 134.8 476.8 170 0 MBIO 19.6 $57 2.91 4 $78 73% 18.7 8.1 21.4 0 0 AXPH 30.0 $75 2.50 3.875 $116 65% 203.6 47.4 41.3 0 0.36 SIBI 9.0 $18 2.00 5 $45 40% annual due 27.0 0 2.14 ONXX 11.4 $20 1.75 5.75 $66 30% 30.6 11.3 45.7 0 0.04 LGND 35.0 $41 1.17 8.5 $298 14% wait/annual 256.5 0 GLFD 19.6 $120 6.14 11 $215 56% 50.3 12.5 95.1 6.6 0.5 GLIA 10.1 $27 2.62 23 $233 11% 22.0 17.3 206.2 0 NPSP 12.5 $40 3.20 7.5 $94 43% 23.4 3.6 53.7 7.5 CTII 18.4 $12 0.65 1.25 $23 52% 22.3 8.8 11.0 0 0.15 CELG 16.4 $18 1.06 15.25 $251 7% wait annual 233.3 0.08 PARS 37.0 $2 0.06 1.5 $56 4% 6.1 1.5 53.2 1.2 0.06 ALKS 24.9 $171 6.87 29 $722 24% 45.9 40.0 551.1 0 MEDX 31.3 $30 0.96 3.125 $98 31% 29.2 6.7 67.8 0 GELX 16.0 $110 6.87 14 $224 49% 41.1 32.7 114.3 0 PGNS 17.2 $65 3.79 13.5 $232 28% 62.6 61.1 166.6 4.2 CGPI 8.6 $10 1.17 8.5 $73 14% 16.0 3.0 62.9 0.28 NBIX 18.8 $59 3.14 5 $94 63% 28.5 16.0 34.9 0 0.1 PCOP 20.2 $52 2.57 7.5 $152 34% 105.7 92.2 99.8 0 PDLI 18.6 $140 7.53 16.5 $307 46% 40.0 30.0 166.6 0.5 VRTX 25.3 $245 9.67 24 $608 40% 77.5 44.5 363.3 0 CLTR 17.3 $130 7.52 20 $346 38% 40.0 34.0 216.0 0.48 ABGX 14.1 $55 3.90 15 $212 26% 21.0 3.8 156.5 0 SNAP 10.7 $28 2.64 6.75 $72 39% 15.5 10.0 44.0 0 1.6 MOGN 15.0 $17 1.13 8.5 $128 13% 15.1 17.6 110.5 0 SUPG 20.4 $13 0.62 10.5 $214 6% 19.5 3.0 201.5 0.3 AVIR 15.7 $80 5.10 19.5 $306 26% 56.6 1.0 226.2 0 PCYC 12.3 $45 3.66 17 $209 22% wait/annual 164.1 0 LKST 11.90 $27 2.23 8 $95 28% 21.0 9.06 68.7 0.6 REGN 31.00 $113 3.65 6.5 $202 56% 14.0 9.0 88.5 0.6 Total Cost of Science: $5,852 *Revs & Exp in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not included. AXPH had 124.888 mill. Aquired R&D expenses. GLFD stock buyback not included,CEPH recent financing not included. Insider is $val in millions purchased by ANY filer in the past year @ mkt prices O.K... tons of mistakes, and missing data... help on projected product Revenues and catching mistakes? DAK

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