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

To: enervestor who wrote (572)	1/25/2000 2:25:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

Since, as at least two of us have concluded, it's impossible to value the suckers, it would be useless to carry this much further. Price to sales ratios are similar but INCY does much better at current income. HGSI is not only burning, I feel that they're burning down blind alleys. Doesn't do any good to have proprietary projects if the projects don't have outlets. Royalty income from "hits" should favor INCY, and, with the CVTX collaboration, we've seen an example of potential revenue wells for the future. I think it's best to distribute the risk (INCY) or to have patience and wait for the good targets (MLNM). >> I don't have a clue about the absolute or relative valuations of those companies << Neither do I, but we get nowhere if all we do is take the fifth. Information exchange is what SI biotech thrives on. Perfectly willing to be very wrong.