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


To: scaram(o)uche who wrote (569)1/25/2000 12:52:00 AM
From: chirodoc  Read Replies (1) | Respond to of 52153
 
<<<<<Gee, thanks. How come I'm the lucky one?

......you have the PhD

......my MA,DC has no credibility

......60, 80, 40 i would love to see

curtis



To: scaram(o)uche who wrote (569)1/25/2000 1:23:00 AM
From: enervestor  Read Replies (1) | Respond to of 52153
 
Rick:
I don't have a clue about the absolute or relative valuations of those companies, but am surprised by your relative valuations. I can understand companies that get drugs approved and sell them, but understanding and valuing these companies is beyond my scope. However, I was surprised you valued INCY at 80 and HGSI at 40. I had assumed it would be the other way around. Would you please explain how you compare INCY and HGSI?



To: scaram(o)uche who wrote (569)3/20/2000 4:14:00 PM
From: scaram(o)uche  Read Replies (2) | Respond to of 52153
 
>> If they stuck to their "six month ago" outlines.... 60, 80 and 40, respectively. <<

Because of the huge quantity of backfill, the absolute estimates would have to be much higher now, but some were surprised at the "relative" placements, CRA:INCY:HGSI.

Today they closed at 102, 108, 92.