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Biotech / Medical : Biotech Valuation

CRSP 56.61

-0.6%

Nov 6 3:59 PM EST

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To: LLCF who wrote (200)	5/24/1999 4:51:00 PM
From: LLCF	Read Replies (2) of 52153

Tossed in CHIR and SEPR which at these prices are solidly in the middle of the ($/MktCap) pack: Comp # Shrs Price Mkt.Cap Cash $/shr Tval. Tval/Shr $/Val 98'Exp Revs Burn Sales Sls/Exp SNAP 10.7 6 $64 $56 5.23 $8 $0.77 87% 19.0 9.0 18% 0 CTII 18.4 1 $18 $12 0.65 $6 $0.35 65% 22.3 8.8 112% 0 AXPH 30.0 3.875 $116 $65 2.17 $51 $1.71 56% 78.6 47.4 48% 0 NBIX 18.8 5.5 $103 $56 2.98 $47 $2.52 54% 28.5 16.0 22% 0 BTRN 8.6 3.5 $30 $16 1.87 $14 $1.63 53% 17.2 8.0 58% 0 0% GLFD 19.6 11.5 $225 $116 5.93 $109 $5.57 52% 50.3 12.5 33% 6 12% VRTX 25.3 19.5 $494 $224 8.84 $270 $10.66 45% 77.5 44.5 15% 5 6% REGN 31.00 7.25 $225 $100 3.23 $125 $4.02 44% 53.8 45.2 9% 15 28% NPSP 12.5 7.25 $91 $40 3.20 $51 $4.05 44% 23.4 3.6 50% 0 PDLI 18.6 18 $334 $140 7.53 $194 $10.47 42% 40.0 30.0 7% 15 38% GELX 16.0 16.5 $264 $100 6.24 $164 $10.26 38% 40.0 20.0 20% 0 VLTS 19.6 4.5 $88 $29 1.48 $59 $3.02 33% 18.7 8.1 37% 0 SIBI 9.5 4.25 $40 $13 1.37 $27 $2.88 32% 25.5 7.0 142% 3 12% ALKS 24.9 25 $623 $171 6.87 $452 $18.13 27% 45.9 40.0 3% 0 CLTR 17.3 24.5 $424 $116 6.71 $308 $17.79 27% 40.0 34.0 5% 0 ABGX 14.0 15.5 $217 $57 4.07 $160 $11.43 26% 21.0 3.8 30% 0 PGNS 17.2 14.5 $249 $65 3.79 $184 $10.71 26% 62.6 61.1 2% 0 CHIR 185 21 $3,885 $1,000 5.41 $2,885 $15.59 26% 600.0 662.0 -6% 662 110% ABSC 17 6 $102 $23.5 1.38 $79 $4.62 23% 47 26.5 87% 0% TTP 13.1 3.125 $41 $9 0.69 $32 $2.44 22% 11.5 0.0 128% 0 AVIR 15.7 22 $345 $79 5.03 $266 $16.97 23% 56.6 1.0 70% 0 PCOP 20.2 9 $182 $40 1.98 $142 $7.02 22% 105.7 92.2 34% 62 59% SEPR 32.8 62 $2,034 $430 13.11 $1,604 $48.89 21% 70 14 13% 25 36% LKST 11.9 11.25 $134 $27 2.23 $107 $9.02 20% 23.8 12.0 45% 0 PCYC 12.3 19 $234 $46 3.74 $188 $15.26 20% 17.0 0.0 37% 0 CEPH 28.7 11 $316 $60 2.09 $256 $8.91 19% 74.6 15.6 98% 21 28% OSIP 21.4 6 $128 $22 1.04 $106 $4.96 17% 28.0 19.5 38% 0 MLNM 34.2 39 $1,334 $202 5.90 $1,132 $33.10 15% 139.0 133.7 3% 100 72% LGND 35.0 11 $385 $53 1.51 $332 $9.49 14% 87.0 25.0 117% 20 23% CORR 24.4 13 $317 $42 1.72 $275 $11.28 13% 73.2 41.9 75% 33 45% CGPI 8.6 9.5 $82 $10 1.17 $72 $8.33 12% 16.0 3.0 130% 0 INCY 29.3 22 $645 $77 2.62 $568 $19.38 12% 180.0 170.0 13% 175 97% GLIA 10.1 26 $263 $26 2.57 $237 $23.43 10% 30.0 36.0 -23% 36 120% MOGN 15.0 11 $165 $16 1.07 $149 $9.93 10% 17.0 20.0 -19% 20 118% ONXX 11.4 9 $103 $7 0.61 $96 $8.39 7% 30.6 9.3 305% 0 CELG 16.4 16.5 $271 $13 0.79 $258 $15.71 5% 28.0 3.8 186% 0 SUPG 20.4 18 $367 $13 0.62 $355 $17.38 3% 19.5 3.0 130% 0 PARS 37.0 2 $74 $2 0.06 $72 $1.94 3% 6.1 1.5 200% 1.2 20% All numbers in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not included. Sales is MY estimates for '99…. Feel free to "chip in" Please! Sls/Exp is my lame attempt to compare "sustainable" revenues to expenses,ie. 100% would supposedly be sustainable 0 Burn. Burn is % of current cash expected to be burned in 12 months. "T-Val" is technology value

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