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

To: Biomaven who wrote (628)	2/16/2000 11:21:00 PM
From: John Metcalf	Respond to of 52153

Thanks, Peter. Great list, and useful. It wasn't that long ago when AMGN was the first biotech to break $10B in mkt cap. In 96-7, there were only 10-12 biotechs at $1B, and a few of those have been acquired (e.g. AGPH, CNTO). Curiously, I still see lots of values in the list, along with some biotechs that could switch from prey to predator.

To: Biomaven who wrote (628)	2/17/2000 12:03:00 AM
From: LLCF	Read Replies (1) \| Respond to of 52153

Thanks for the list... CGPI has a market cap of only 155 mill.?? Wow, Blind squirrel buys more tomorrow. DAK

To: Biomaven who wrote (628)	2/17/2000 8:06:00 AM
From: tom pope	Respond to of 52153

Peter, thank you for the very intriguing/valuable list

To: Biomaven who wrote (628)	2/17/2000 8:58:00 AM
From: poodle	Read Replies (3) \| Respond to of 52153

Reminds you something ... <g> "AMZN market cap is more than Barnes & Noble plus Borders" Similarity between Internet and Biotech is fantastic. And look what may move whole sector up: patent for "HIV related" gene. Well, patent is not HIV-related. Protein is, but it's role in HIV infection was discovered after patent application was filed. And discovery, to the best of my knowledge, had nothing to do with HGSI. Gene had been isolated and sequenced by at least two independent groups in 1996, if memory serves and had been available from GenBank free all that time. Shering holds the patent for some applications of the receptor (they are HGSI long term collaborators, though). Patents for genes are too controversial and may rather create complete mess in biotech industry and research rather than help."But it's gona be big ..." <g>