To: Johnny Canuck who wrote (34576 ) 10/2/2001 11:30:28 AM From: Johnny Canuck Read Replies (1) | Respond to of 68226 Ridiculously High Valuation Screen Tue Oct 02, 2001 11:23 There are not too many companies left in this category. MCAF is the exceptions. The rest are biotechs which normally have this characteristic of high P-S or P-E. ******************* Initial Universe: Stock Screening Criteria: EstPe > 50 and EstPCF > 25 and PSales > 10 and PBook > 6 Sort On: MktCap(D) Ticker Symbol Company Description Closing Price Estimated P/E Est. Price / CashFlow Price / Sales Price / Book Market Cap. (mm) EBAY EBAY INC 46.97 72.84 57.43 26.42 12.15 12,835.40 IDPH IDEC PHARMACEUTICALS CORP 51.60 63.13 62.90 44.87 10.49 7,838.45 GILD GILEAD SCIENCES INC 56.62 N/A N/A 25.46 15.99 5,390.56 IMCL IMCLONE SYS INC 58.48 N/A N/A 145.47 88.07 4,219.27 SEPR SEPRACOR INC 36.47 N/A N/A 25.98 N/A 2,840.87 ICOS ICOS CORP 50.20 N/A N/A 26.17 13.27 2,692.38 CEPH CEPHALON INC 50.60 54.89 49.32 13.81 12.86 2,508.70 CELG CELGENE CORP 24.64 62.24 45.30 19.28 6.11 1,856.23 ALKS ALKERMES INC 19.07 N/A N/A 18.73 6.77 1,207.65 CBST CUBIST PHARMACEUTICALS INC 33.02 N/A N/A 142.94 7.94 928.98 CVTX CV THERAPEUTICS INC 38.98 N/A N/A 144.37 9.14 866.84 ISIP ISIS PHARMACEUTICALS INC 18.31 N/A N/A 18.76 35.97 773.56 SCIO SCIOS INC 16.58 N/A N/A 30.59 41.76 752.17 CERS CERUS CORP 45.70 N/A N/A 231.98 9.68 718.13 SRDX SURMODICS INC 39.30 78.12 66.60 34.35 12.67 658.16 IPXL IMPAX LABORATORIES INC 13.56 N/A N/A 42.91 12.82 622.08 TRMS TRIMERIS INC 35.00 N/A N/A 514.71 9.34 608.51 IMMU IMMUNOMEDICS INC 11.89 N/A N/A 68.73 14.05 588.85 XOMA XOMA LTD 8.27 N/A N/A 78.76 N/A 578.60 IGEN IGEN INC 28.85 N/A N/A 14.53 N/A 558.28 GNTA GENTA INC 9.90 N/A N/A N/A 10.90 539.78 DIGE DIGENE CORP 26.49 N/A N/A 14.28 16.19 445.85 VPHM VIROPHARMA INC 23.56 N/A N/A 120.82 32.19 440.48 ATRX ATRIX LABS INC 23.63 N/A N/A 26.67 12.01 430.16 MATK MARTEK BIOSCIENCES CORP 19.43 N/A N/A 30.17 10.71 379.84 OSUR ORASURE TECHNOLOGIES INC 9.80 52.66 36.28 11.74 14.14 363.35 NVAX NOVAVAX INC 14.00 N/A N/A 42.17 9.72 319.91 U US AIRWAYS GROUP INC 4.48 N/A N/A N/A N/A 300.47 BCII BONE CARE INTL INC 20.40 N/A N/A 61.45 7.02 284.27 UOPX APOLLO GROUP INC 30.45 63.19 60.07 11.88 18.51 276.52 ENDO ENDOCARE INC 16.29 337.27 117.79 27.52 17.96 274.01 CLSR CLOSURE MED CORP 18.43 70.00 54.80 16.79 17.26 248.64 CYTO CYTOGEN CORP 2.54 N/A N/A 17.52 17.40 201.57 ORG ORGANOGENESIS INC 5.50 N/A N/A 16.27 N/A 191.34 MRVT MIRAVANT MED TECHNOLOGIES 7.50 N/A N/A 41.90 N/A 139.96 VIDA VIDAMED INC 3.80 N/A 73.36 15.14 11.66 136.55 VION VION PHARMACEUTICALS INC 4.99 N/A N/A 142.56 6.87 131.46 MCAF MCAFEE COM CORP 13.75 86.05 36.88 12.34 11.95 130.91 PARS PHARMOS CORP 2.35 N/A N/A 22.60 7.53 129.43 COB COLUMBIA LABS INC 4.01 N/A N/A 11.11 108.38 126.43 GZMO GENZYME CORP 7.46 N/A N/A 24.78 8.86 118.98 CLGY CELLEGY PHARMACEUTICALS INC 6.93 N/A N/A 81.53 6.25 115.51 BJCT BIOJECT MED TECH INC 10.88 N/A N/A 38.04 60.44 106.72 BSMD BIOSPHERE MEDICAL INC 8.15 N/A N/A 16.36 6.56 103.63 EPIX EPIX MEDICAL INC 7.05 N/A N/A 12.11 12.54 99.79 SHM SHEFFIELD PHARMACEUTICALS INC 3.35 N/A N/A 167.50 N/A 97.27 KFX KFX INC 3.05 N/A N/A 40.13 N/A 81.58 PHAR PHARMANETICS INC 7.17 N/A 195.37 15.19 8.56 67.23 SPRX SPECTRX INC 6.40 N/A N/A 12.01 N/A 66.76 ORTC ORTEC INTL INC 6.05 N/A N/A 102.54 9.93 58.64 DMI DEPOMED INC 4.85 N/A N/A 18.37 N/A 55.91 NTII NEUROBIOLOGICAL TECHNOLOGIES 3.09 N/A 97.17 20.74 6.49 54.00 FXEN FX ENERGY INC 2.83 N/A N/A 12.20 6.07 50.03 BD BUDGET GROUP INC 1.36 N/A N/A N/A N/A 48.03 ATHM AT HOME CORP 0.14 N/A N/A N/A N/A 46.99 ALLP ALLIANCE PHARMACEUTICAL CORP 0.87 N/A N/A 22.89 7.07 43.10 IMMT IMMTECH INTL INC 6.29 N/A N/A 47.29 15.01 37.77 FMO FEDERAL MOGUL CORP 0.45 N/A N/A N/A N/A 34.87 ANCX ANC RENTAL CORP 0.57 N/A N/A N/A N/A 25.77 IPLY INTERPLAY ENTMT CORP 0.34 N/A N/A N/A N/A 15.29 GTLS GLOBAL TELESYSTEMS INC 0.05 N/A N/A N/A N/A 13.12 TDFX 3DFX INTERACTIVE INC 0.17 N/A N/A N/A N/A 6.77 WACGE WARNACO GROUP INC 0.11 N/A N/A N/A N/A 5.82 ERDR PHYAMERICA PHYSICIAN GROUP INC 0.13 N/A N/A N/A N/A 5.72 ELIX ELECTRIC LIGHTWAVE INC 0.47 N/A N/A N/A N/A 4.74 CKECQ CARMIKE CINEMAS INC 0.36 N/A N/A N/A N/A 3.66 IAWK IASIAWORKS INC 0.09 N/A N/A N/A N/A 3.58 MTNT MOTIENT CORP 0.07 N/A N/A N/A N/A 3.49 STGC STARTEC GLOBAL COMM CORP 0.21 N/A N/A N/A N/A 3.47 LOWGQ LOEWEN GROUP INC 0.04 N/A N/A N/A N/A 3.34 MPANQ MARINER POST-ACUTE NETWORK INC 0.04 N/A N/A N/A N/A 2.73 NCNT NETCENTIVES INC 0.05 N/A N/A N/A N/A 2.11 PTEXQ PILLOWTEX CORP 0.14 N/A N/A N/A N/A 1.92 GHVIQ GENESIS HEALTH VENTURES INC 0.03 N/A N/A N/A N/A 1.31 RTHME RHYTHMS NETCONNECTIONS INC 0.01 N/A N/A N/A N/A 0.80 AQIS AQUIS COMMUNICATIONS INC 0.04 N/A N/A N/A N/A 0.66 BCPUE BORDEN CHEMS&PLASTIC LTD PARTN 0.02 N/A N/A N/A N/A 0.62 VLFIQ VLASIC FOODS INTL INC 0.01 N/A N/A N/A N/A 0.57 JPEI JPE INC 0.04 N/A N/A N/A N/A 0.49 ITMUF ITEMUS INC 0.00 N/A N/A N/A N/A 0.42 HIRI HI-RISE RECYCLING SYS INC 0.01 N/A N/A N/A N/A 0.25 DAYR DAY RUNNER INC 0.10 N/A N/A N/A N/A 0.23 DGLHQ DIGITAL LIGHTHOUSE CORP 0.01 N/A N/A N/A N/A 0.11 SFTW ENLIGHTEN SOFTWARE SOLUTIONS 0.02 N/A N/A N/A N/A 0.10 MLKI MATLACK SYS INC 0.00 N/A N/A N/A N/A 0.04 Result: 85 companies (Maximum of 100 listed.)