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Biotech / Medical : SUNPHARM Pharmaceuticals (SUNP)

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To: JMarcus who wrote (41)4/15/1999 8:58:00 AM
From: Graham Marshman  Read Replies (1) of 52
 
Book sounds good, I'll add it to my list.

On the DENSPM for AIDS, it's still in preclin. For valuation model purposes I'm only concerned about market size once it gets to Phase I and later. There is some history of how market cap contribution increases as the moves from Phase I to NDA progresses. Basically modelled as a moving percentage of first year share of potential market. Preclins all get a fixed market cap contribution. The trick with DENSPM for AIDS will be a significant increase in fair valuation once the IND is approved.

Graham
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