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

To: IRWIN JAMES FRANKEL who wrote (3146)	3/20/2001 5:10:17 PM
From: jayhawk969	Read Replies (1) \| Respond to of 52153

Thanks IJ, Do you have figures for INCY, CRGN, NPSP, PDLI, and CEGE? Log term is ok the short term is a b-----! J.D.

To: IRWIN JAMES FRANKEL who wrote (3146)	3/20/2001 7:33:20 PM
From: keokalani'nui	Read Replies (2) \| Respond to of 52153

Here are a couple more. Cash as of 12/31. TXB $110m cash $227m mc at $5 1/2 CRGN $477m cash $897m mc at $20 OGSI $300m cash $790m mc at $14 3/4 REGN $154m cash $849m mc at $23 Same disclaimers about potentially bad data. Wilder

To: IRWIN JAMES FRANKEL who wrote (3146)	3/21/2001 12:40:11 AM
From: Londo	Respond to of 52153

This might involve a little more work, but factoring in the amount of money that is owned through convertible debt (and even better yet, the maturity dates/conversion price) would yield a more reliable picture of the situation. For example, CORR has 300 million of convertible debt maturing 2007, 5% coupon, convertible at $33.78/share.. so instead of CORR being 25% cash, its more like 3%.. assuming of course that the stock stays below $34/share. ABGX's stake is pure cash.