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

To: smh who wrote (2798)	2/4/2001 4:09:54 AM
From: dalroi	Respond to of 52153

SMH perhaps you could add ELN to your list it has an equity stake in a lot off small biotechs cheers Stefaan

To: smh who wrote (2798)	2/4/2001 10:01:37 PM
From: Jibacoa	Read Replies (1) \| Respond to of 52153

Thanks & Congrats. on your work with the Cross portfolio. I have been buying KDUS since the news about the Court decision, granting final judgement in their favor,puting aside the $18mill.judgement and vacating the injunction against Cadus. It seems that at these levels the risk/reward is well in favor of KDUS. I will keep buying it on any dips.<g> I also like TRPS, although it is a little out of my price range <g> RAGL Bernard

To: smh who wrote (2798)	5/28/2001 6:08:35 PM
From: smh	Read Replies (2) \| Respond to of 52153

Cross Portfolio Update Finally went through the 10Ks and updated the ownership shares (as of 12/31/00)as well as I could. Only minor changes made. After being up 20% at end January, value fell to negative 25%-30% in March, and back to green last week. Remember this is a static portfolio, based on a snap shot taken on 12/29/00. The purpose is to test the idea that cross-ownership among BTs may represent unrecognized value, and contribute to undervaluation. Primary / Sub MC/MC % owned $ owned NBSC / DGI 28 / xx 84% xxx BTRN / SCS 102 / xx 25% xxx CEGE / ABGX 778 / 4828 10.5% 507 STEM / Modex 52 / 180 9.0% 16.4 MCDE / Iconix 47 / xxx 31.6% xxx RZYM / Atugen AG 220 / xxx 29% xxx TXB / Revotar Bio. AG 352 / xxx 55.2% xxx KDUS / Axiom 9.5 / 15 (est.) 20% 3.0 TRPS / ARNA 77 / 352 8.8% 31.2 AVM / CYTO 17.8/ 178 1.58% 2.8 AXPH / DPII 209 / 289 31% 90 / Akkadix / xxx 23% xxx / DNA Sciences / xxx 5% xxx Revised "Cross" portfolio (base 12/29/00) siliconinvestor.com