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


To: Miljenko Zuanic who wrote (4066)6/7/2001 9:18:14 PM
From: IRWIN JAMES FRANKEL  Read Replies (2) | Respond to of 52153
 
Hi MZ,

When I looked at both MEDX and ABGX the manufacturing ability seemed a very significant plus for MEDX. I own it. That you agree makes me think I might have gotten one right. ;-) (Have traded in and out of ABGX.) The other advantage that MEDX has is a lower cash burn rate relative to share price.

That said, the valuation of the two is so difficult that I can't have any certainty that ABGX is not worth the difference. (MC, ABGX $3.8B and MEDX $2.3 B)

ij