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

To: dalroi who wrote (400)	9/27/1999 12:55:00 PM
From: LLCF	Read Replies (1) \| Respond to of 52153

Sorted by sales/expenses: Comp # Shrs Price Mkt.Cap Cash $/shr TV TV/Shr $/Val Ann Exp Revs Burn Sales Sls/Exp X-sls MOGN 14.6 12 $175 $18 1.23 $157 $10.77 10% 20.0 30.0 -56% 30 150% 5.84 GLIA 10.1 17 $172 $26 2.57 $146 $14.43 15% 31.0 36.0 -19% 36 116% 4.78 CHIR 185 32.00 $5,920 $1,000 5.41 $4,920 $26.59 17% 600.0 662.0 -6% 662 110% 8.94 INCY 27.9 23 $642 $100 3.58 $542 $19.42 16% 180.0 170.0 10% 170 94% 3.77 PARS 42.0 1.25 $53 $2 0.05 $50 $1.20 4% 6.1 5.0 48% 5 82% 10.50 CEPH 28.9 19 $549 $70 2.42 $479 $16.58 13% 74.6 30.0 64% 50 67% 10.98 CORR 24.4 21.5 $525 $32 1.31 $493 $20.19 6% 73.2 45.0 88% 45 61% 11.66 PCOP 19.5 10.5 $205 $39 2.00 $166 $8.50 19% 104.0 94.0 26% 62 60% 3.30 SEPR 32.8 73 $2,394 $412 12.56 $1,982 $60.44 17% 70 40 7% 35 50% 68.41 PDLI 18.6 30.50 $567 $140 7.53 $427 $22.97 25% 40.0 30.0 7% 15 38% 37.78 REGN 31.3 8.00 $250 $91 2.91 $159 $5.09 36% 57.0 30.0 30% 15 26% 16.69 LGND 35.0 8 $280 $53 1.51 $227 $6.49 19% 87.0 25.0 117% 20 23% 14.00 VRTX 25.3 31.00 $786 $205 8.09 $581 $22.91 26% 80.0 48.0 16% 17 21% 46.22 GLFD 19.4 5.00 $97 $97 5.00 $0 $0.00 100% 50.3 12.5 39% 6 12% 16.17 BTRN 8.6 6.00 $51 $14 1.63 $37 $4.37 27% 18.0 6.5 82% 0 0% ABSC 17 14 $238 $23.5 1.38 $215 $12.62 10% 47 43 17% 0% MLNM 35.8 65 $2,327 $198 5.53 $2,129 $59.47 9% 139.0 160.0 -11% 0 0% GZSP 15.8 6.50 $103 $180 11.39 ($77) ($4.89) 175% 0.0 0.0 0 100 1.03 SNAP 10.7 5.00 $54 $50 4.67 $4 $0.33 93% 19.0 9.0 20% 2 HYSQ 13.0 4.5 $59 $33 2.50 $26 $2.00 56% 20.0 4.0 49% 0 NBIX 18.8 5.25 $99 $52 2.77 $47 $2.48 53% 32.0 14.0 35% 0 AXPH 30.3 3.88 $117 $56 1.85 $61 $2.03 48% 78.6 47.4 56% 0 GELX 16.8 12.50 $210 $90 5.36 $120 $7.14 43% 38.0 14.0 27% 4 CLTR 17.3 16.00 $277 $100 5.78 $177 $10.22 36% 42.0 1.0 41% 0 ARQL 12.50 6.50 $81 29 2.28 $53 $4.22 35% 32.0 35.0 -11% NPSP 12.5 7.00 $87 $30 2.40 $57 $4.60 34% 23.4 3.6 66% 0 BONZ 13.5 6.25 $84 $27 2.00 $57 $4.25 32% 32.0 40.0 -30% 40 2.11 CTII 18.4 1.63 $30 $9 0.49 $21 $1.14 30% 22.3 8.8 150% 0 NEXl 70.5 1.50 $106 $28 0.40 $78 $1.10 26% 34.0 12.0 79% PGNS 16.3 16.00 $261 $65 3.99 $196 $12.01 25% 62.6 61.1 2% 50 ALKS 24.5 31.00 $760 $171 6.98 $589 $24.02 23% 45.9 40.0 3% 0 UTHR 11.5 28.0 $322 $57 4.96 $265 $23.04 18% 25.0 0.2 44% 0 VLTS 19.6 6.00 $118 $20 1.02 $98 $4.98 17% 18.7 8.1 53% 0 OSIP 21.4 6.00 $128 $21 0.98 $107 $5.02 16% 28.0 19.5 40% 0 GLGC 19.7 6.4 $126 $20 1.02 $106 $5.36 16% 33.0 20.0 65% 20 6.28 AVIR 15.7 24 $377 $55 3.50 $322 $20.50 15% 56.6 5.0 94% 0 CGPI 8.6 18 $154 $20 2.33 $134 $15.67 13% 20.0 20.0 0% 20 7.72 ONXX 11.4 8.5 $97 $10 0.88 $87 $7.62 10% 30.6 9.3 213% 0 LKST 11.9 20 $238 $23 1.93 $215 $18.07 10% 23.8 8.0 69% 0 PCYC 12.3 42 $517 $41 3.33 $476 $38.67 8% 17.0 0.0 41% 0 TTP 13.1 12.5 $164 $12 0.92 $152 $11.58 7% 11.5 0.0 96% 0 CELG 17.2 27.0 $464 $21 1.22 $443 $25.78 5% 28.0 25.0 14% 25 18.58 ABGX 14.9 40 $596 $26 1.74 $570 $38.26 4% 24.0 5.0 73% 0 SUPG 20.4 21.0 $428 $13 0.62 $416 $20.38 3% 19.5 8.0 91% 5 GZMO** 12.6 6.5 $82 $1 0.08 $81 $6.42 1% 20.0 4.0 1600% 0 All numbers in Millions 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. "TV" is technology value * means data is latest quarterly, otherwise data is a/o last quarter ** Don't worry about GZMO's burn… they have a 30mill line of credit from daddy! Note new column… mktcap/sales… we've got sales coming in!