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

To: Biomaven who wrote (253)	6/30/1999 4:33:00 PM
From: LLCF	Respond to of 52153

<Why don't you add GZSP to your list? > Done DAK

To: Biomaven who wrote (253)	6/30/1999 4:41:00 PM
From: scaram(o)uche	Respond to of 52153

Good thought. I bought some yesterday (eom).

To: Biomaven who wrote (253)	6/30/1999 4:57:00 PM
From: LLCF	Read Replies (2) \| Respond to of 52153

Can these numbers be right [gzsp]???? The bloomberg says so, and I know CSON trades below $ value: Comp # Shrs Price Mkt.Cap Cash $/shr Tval. Tval/Shr $/Val 98' Exp Revs Burn Sales Sls/Exp GZSP 15.8 4.4 $69 $150 9.49 ($81) ($5.11) 217% 0.0 0.0 0 100 SNAP 10.7 4.5 $48 $56 5.23 ($8) ($0.73) 116% 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 AXPH 30.0 3.375 $101 $65 2.17 $36 $1.21 64% 78.6 47.4 48% 0 NBIX 18.8 5.125 $96 $56 2.98 $40 $2.14 58% 28.5 16.0 22% 0 NPSP 12.5 6.5 $81 $40 3.20 $41 $3.30 49% 23.4 3.6 50% 0 ARQL 12.50 4.88 $61 30 2.40 $31 $2.48 49% 30.0 15.0 50% GLFD 19.6 12.5 $244 $116 5.93 $128 $6.57 47% 50.3 12.5 33% 6 12% BTRN 8.6 4.25 $36 $16 1.87 $20 $2.38 44% 17.2 8.0 58% 0 0% SIBI 9.5 4.625 $44 $18 1.89 $26 $2.73 41% 25.5 11.0 81% 3 12% REGN 31.00 8 $248 $100 3.23 $148 $4.77 40% 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 VRTX 25.3 24 $608 $224 8.84 $384 $15.16 37% 77.5 44.5 15% 5 6% GELX 16.0 18 $288 $100 6.24 $188 $11.76 35% 40.0 20.0 20% 0 PDLI 18.6 22 $409 $140 7.53 $269 $14.47 34% 40.0 30.0 7% 15 38% CLTR 17.3 22 $381 $116 6.71 $265 $15.29 30% 40.0 34.0 5% 0 ALKS 24.9 23 $573 $171 6.87 $402 $16.13 30% 45.9 40.0 3% 0 PGNS 17.2 14 $240 $65 3.79 $175 $10.21 27% 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% OSIP 21.4 4.25 $91 $22 1.04 $69 $3.21 24% 28.0 19.5 38% 0 ABGX 14.0 20 $280 $57 4.07 $223 $15.93 20% 21.0 3.8 30% 0 LKST 11.9 12 $143 $27 2.23 $116 $9.77 19% 23.8 12.0 45% 0 ABSC 17 7.5 $128 $23.5 1.38 $104 $6.12 18% 47 26.5 87% 0% AVIR 15.7 28 $440 $79 5.03 $361 $22.97 18% 56.6 1.0 70% 0 PCOP 20.2 11 $223 $40 1.98 $183 $9.02 18% 105.7 92.2 34% 62 59% MLNM 34.2 36 $1,232 $202 5.90 $1,030 $30.10 16% 139.0 133.7 3% 100 72% SEPR 32.8 82 $2,690 $430 13.11 $2,260 $68.89 16% 70 14 13% 25 36% LGND 35.0 11 $385 $53 1.51 $332 $9.49 14% 87.0 25.0 117% 20 23% TTP 13.1 5 $66 $9 0.69 $57 $4.31 14% 11.5 0.0 128% 0 PCYC 12.3 28 $344 $46 3.74 $298 $24.26 13% 17.0 0.0 37% 0 CEPH 28.7 17 $488 $60 2.09 $428 $14.91 12% 74.6 22.0 88% 22 29% CORR 24.4 14.5 $354 $42 1.72 $312 $12.78 12% 73.2 41.9 75% 33 45% CGPI 8.6 10 $86 $10 1.17 $76 $8.83 12% 16.0 3.0 130% 0 GLIA 10.1 25 $253 $26 2.57 $227 $22.43 10% 30.0 36.0 -23% 36 120% INCY 29.3 26.5 $777 $77 2.62 $700 $23.88 10% 180.0 170.0 13% 175 97% MOGN 15.0 11 $165 $16 1.07 $149 $9.93 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 9.0 $103 $7 0.61 $96 $8.39 7% 30.6 9.3 305% 0 CELG 16.4 17.0 $280 $13 0.79 $267 $16.21 5% 28.0 3.8 186% 0 SUPG 20.4 15.0 $306 $13 0.62 $293 $14.38 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