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

To: Miljenko Zuanic who wrote (4871)	10/31/2001 9:53:43 PM
From: Spekulatius	Read Replies (1) \| Respond to of 52153

NPSP versus NBIX I have owned both in the past. I do remember that there are significant doubts about ALX-111, related to dosing, so IMO this is higher risk than NBIX's insomia drug. Based on valuation, I prefer NRGN to both NBIX and NPSP. The market value for NRGN is about 350M$ -minus 100M$ cash, which values the technology at about 250M$. not too bad for two drugs in PhII and one drug in PhI. Also, NRGN has an unpartnered CRF1 receptor drug in the preclinical pipeline as well and I suspect further advancement into PhI would improve the pipeline value quite a bit.