Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (251)	6/28/1999 12:42:00 PM
From: LLCF	Read Replies (1) \| Respond to of 52153

We've got another player that dipped to below cash value... SNAP: Comp # Shrs Price Mkt.Cap Cash $/shr Tval. Tval/Shr $/Val 98' Exp Revs Burn Sales Sls/Exp SNAP 10.7 4.75 $51 $56 5.23 ($5) ($0.48) 110% 19.0 9.0 18% 0 CTII 18.4 0.75 $14 $10 0.54 $4 $0.21 72% 22.3 8.8 135% 0 NBIX 18.8 4.75 $89 $56 2.98 $33 $1.77 63% 28.5 16.0 22% 0 ARQL 12.50 4.38 $55 30 2.40 $25 $1.98 55% 30.0 15.0 50% AXPH 30.0 4 $120 $65 2.17 $55 $1.83 54% 78.6 47.4 48% 0 NPSP 12.5 6.25 $78 $40 3.20 $38 $3.05 51% 23.4 3.6 50% 0 GLFD 19.6 12 $235 $116 5.93 $119 $6.07 49% 50.3 12.5 33% 6 12% BTRN 8.6 4 $34 $16 1.87 $18 $2.13 47% 17.2 8.0 58% 0 0% REGN 31.00 7.25 $225 $100 3.23 $125 $4.02 44% 53.8 45.2 9% 15 28% VLTS 19.6 3.75 $74 $29 1.48 $45 $2.27 39% 18.7 8.1 37% 0 SIBI 9.5 5 $48 $18 1.89 $30 $3.11 38% 25.5 11.0 81% 3 12% VRTX 25.3 23.75 $602 $224 8.84 $378 $14.91 37% 77.5 44.5 15% 5 6% PDLI 18.6 21.5 $399 $140 7.53 $259 $13.97 35% 40.0 30.0 7% 15 38% GELX 16.0 19.25 $308 $100 6.24 $208 $13.01 32% 40.0 20.0 20% 0 CLTR 17.3 22 $381 $116 6.71 $265 $15.29 30% 40.0 34.0 5% 0 ALKS 24.9 24 $598 $171 6.87 $427 $17.13 29% 45.9 40.0 3% 0 PGNS 17.2 13.5 $232 $65 3.79 $167 $9.71 28% 62.6 61.1 2% 0 CHIR 185 21 $3,793 $1,000 5.41 $2,793 $15.09 26% 600.0 662.0 -6% 662 110% ABGX 14.0 15.5 $217 $57 4.07 $160 $11.43 26% 21.0 3.8 30% 0 OSIP 21.4 4.25 $91 $22 1.04 $69 $3.21 24% 28.0 19.5 38% 0 AVIR 15.7 25 $393 $79 5.03 $314 $19.97 20% 56.6 1.0 70% 0 LKST 11.9 11.5 $137 $27 2.23 $110 $9.27 19% 23.8 12.0 45% 0 PCOP 20.2 10.5 $213 $40 1.98 $173 $8.52 19% 105.7 92.2 34% 62 59% ABSC 17 7.5 $128 $23.5 1.38 $104 $6.12 18% 47 26.5 87% 0% SEPR 32.8 72 $2,362 $430 13.11 $1,932 $58.89 18% 70 14 13% 25 36% MLNM 34.2 34 $1,163 $202 5.90 $961 $28.10 17% 139.0 133.7 3% 100 72% TTP 13.1 4.75 $62 $9 0.69 $53 $4.06 14% 11.5 0.0 128% 0 LGND 35.0 11 $385 $53 1.51 $332 $9.49 14% 87.0 25.0 117% 20 23% PCYC 12.3 28 $344 $46 3.74 $298 $24.26 13% 17.0 0.0 37% 0 CORR 24.4 14 $342 $42 1.72 $300 $12.28 12% 73.2 41.9 75% 33 45% CEPH 28.7 17 $488 $60 2.09 $428 $14.91 12% 74.6 22.0 88% 22 29% CGPI 8.6 10.5 $90 $10 1.17 $80 $9.33 11% 16.0 3.0 130% 0 INCY 29.3 24 $704 $77 2.62 $627 $21.38 11% 180.0 170.0 13% 175 97% GLIA 10.1 25 $253 $26 2.57 $227 $22.43 10% 30.0 36.0 -23% 36 120% MOGN 15.0 10.5 $158 $16 1.07 $142 $9.43 10% 17.0 20.0 -19% 20 118% PARS 37.0 0.75 $28 $2 0.06 $25 $0.69 8% 6.1 1.5 200% 1.2 20% ONXX 11.4 9 $103 $7 0.61 $96 $8.39 7% 30.6 9.3 305% 0 CELG 16.4 16 $263 $13 0.79 $250 $15.21 5% 28.0 3.8 186% 0 SUPG 20.4 14 $286 $13 0.62 $273 $13.38 4% 19.5 3.0 130% 0 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