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

To: Robohogs who wrote (7702)	1/12/2003 2:38:59 PM
From: Icebrg	Read Replies (3) \| Respond to of 52153

Jon The data are straight from their article. I have just done some editing (and found the stock-symbols). Their data actually pastes straight into a spreadsheet, so the job was not overwhelming, although I managed to get some of the sorting incorrect, so I had to redo the thing. What I would really like to do - if there are enough takers - is to do something similar here at SI. Perhaps not for all their companies, but starting with say the companies in the NBI index. It wouldn't be too much work for 5 - 10 persons to keep track on these companies and update them on a quarterly basis. I would be happy to try to coordinate such an effort, if I can share the work with some, who feel it worthwhile. Erik

To: Robohogs who wrote (7702)	1/12/2003 5:17:26 PM
From: Icebrg	Read Replies (2) \| Respond to of 52153

Biotech companies sorted by adjusted technology value. At the request of Jon, I have made a calculation where the technology values have been adjusted for debt. Some companies have been able to raise debt, since Signal's data were collected. One such company that I am aware of is Ligand, who has raised 155 mUSD. In that respect Signal's tables are somewhat skewed, as the market cap as per Dec 26, which they have been using for their calculations, includes the market's reaction to the debt financing. Erik Comp Close Market Cash LT Debt Net Adj. Tech Dec 26 Cap. Etc. Cnvrt Cash value AMGN 50.68 65 229 5 058 3 055 2 003 63 226 DNA 34.90 17 963 969 0 969 16 994 GENZ 31.75 6 812 369 869 -500 7 312 CHIR 39.30 7 393 844 413 431 6 962 MEDI 28.58 7 174 644 229 415 6 759 GILD 35.42 6 966 559 250 309 6 657 BGEN 42.14 6 282 793 40 753 5 529 IDPH 35.02 5 359 479 0 479 4 880 CEPH 50.33 2 777 595 871 -276 3 053 SCRI 15.90 1 861 233 27 206 1 655 SCIO 33.69 1 572 53 15 38 1 534 PPDI 29.49 1 631 120 7 113 1 518 CELG 22.78 1 793 294 0 294 1 499 AFFX 24.00 1 401 354 370 -16 1 417 QTRN 12.01 1 414 1 0 1 1 413 IVGN 32.18 1 660 802 514 288 1 372 ICOS 24.82 1 540 194 0 194 1 346 AMLN 17.22 1 410 96 0 96 1 314 SEPR 9.73 819 668 1 114 -446 1 265 MLNM 8.54 2 458 1 909 683 1 226 1 232 NCRN 49.13 1 503 287 0 287 1 216 DP 38.20 1 090 29 0 29 1 061 IDXX 33.09 1 138 90 0 90 1 048 IGEN 43.65 1 036 61 47 14 1 022 VRTX 16.60 1 263 680 315 365 898 TRMS 44.59 952 87 0 87 865 QGENF 5.49 798 0 0 0 798 REGN 19.70 868 299 200 99 769 IMCL 11.41 840 352 242 110 730 ITMN 27.99 885 366 150 216 669 NPSP 26.72 814 158 0 158 656 MATK 26.12 608 29 0 29 579 ENZN 17.31 744 189 0 189 555 DIAN 47.90 578 64 0 64 514 GCOR 10.06 587 160 85 75 512 ALKS 6.18 400 110 207 -97 497 GNTA 8.01 586 144 10 134 452 INHL 8.62 478 336 299 37 441 LGND 5.97 427 43 3 40 387 VIRS 5.96 458 74 1 73 385 AMRI 15.17 492 114 5 109 383 ENZ 15.07 429 64 0 64 365 CNCT 11.97 372 38 0 38 334 TNOX 9.81 435 105 0 105 330 QLTI 8.51 581 257 0 257 324 ICLR 27.30 322 0 0 0 322 ABGX 7.47 654 546 200 346 308 OSIP 17.19 626 518 200 318 308 XOMA 4.27 300 49 57 -8 308 CVTX 19.97 541 432 196 236 305 CRXA 6.71 330 57 30 27 303 CIMA 24.93 355 56 0 56 299 BLUD 22.13 274 6 26 -20 294 HGSI 9.37 1 206 1 419 503 916 290 TLRK 7.99 439 161 10 151 288 CBST 8.40 240 162 209 -47 287 MYGN 14.95 357 73 0 73 284 PDLI 8.50 757 638 159 479 278 BMRN 6.92 371 101 0 101 270 AGEN 10.60 351 84 0 84 267 SMMX 12.01 371 118 0 118 253 EXEL 7.31 420 171 0 171 249 ISIS 6.88 379 325 192 133 246 CTIC 7.78 254 194 175 19 235 IMMU 5.40 269 45 0 45 224 SANG 11.45 303 106 17 89 214 OSUR 5.90 222 12 3 9 213 VXGN 17.20 249 36 0 36 213 LJPC 6.66 283 75 0 75 208 NABI 6.49 251 47 0 47 204 MDCC 16.06 246 44 0 44 202 DVSA 9.94 355 173 12 161 194 VERS 10.52 277 85 1 84 193 ILXO 7.46 243 127 72 55 188 BREL 23.50 199 34 11 23 176 NOVN 9.65 218 53 0 53 165 CEGE 12.19 439 332 56 276 163 DIGE 11.00 199 40 4 36 163 CPHD 5.50 170 16 2 14 156 AGIX 7.15 201 47 0 47 154 ALTH 7.37 190 64 0 64 126 COB 3.34 118 3 11 -8 126 LEXG 4.70 246 129 0 129 117 OSTE 6.46 110 16 17 -1 111 LCBM 8.10 104 3 6 -3 107 QDEL 3.60 104 7 10 -3 107 SCLN 3.51 129 23 0 23 106 AVII 5.09 135 30 0 30 105 BPUR 4.05 118 30 10 20 98 NVAX 2.94 73 16 40 -24 97 CGPI 8.70 99 6 0 6 93 EMBX 12.00 97 8 0 8 89 ARRY 5.31 147 60 0 60 87 LMNX 4.35 128 42 0 42 86 DNDN 5.50 145 60 0 60 85 KOSN 6.08 154 70 0 70 84 NTEC 9.26 133 54 5 49 84 BTGC 3.16 186 119 16 103 83 GNLB 1.74 93 10 0 10 83 OPHM 7.35 100 17 0 17 83 CLGY 4.35 85 6 1 5 80 DSCO 2.83 93 14 0 14 79 EPIX 7.08 121 44 0 44 77 ONXX 6.11 132 56 0 56 76 NEOL 11.20 183 108 0 108 75 APHT 3.81 86 13 0 13 73 PCOP 9.24 217 144 0 144 73 ALXN 14.97 273 325 124 201 72 CTEC 6.69 91 20 0 20 71 SGEN 3.34 103 36 0 36 67 XNVA 5.84 81 18 0 18 63 IDEV 2.15 101 39 0 39 62 MAXY 8.12 280 219 0 219 61 NMPS 2.14 66 5 0 5 61 INKP 1.85 65 8 0 8 57 LIFC 2.95 61 5 1 4 57 SUPG 2.78 91 34 0 34 57 FLML 4.19 68 13 0 13 55 TRIB 1.38 56 1 0 1 55 RGEN 2.70 74 20 0 20 54 ARIA 2.37 82 36 6 30 52 DOVP 7.10 102 67 13 54 48 ILMN 3.10 100 80 26 54 46 TRPS 7.20 63 19 0 19 44 GERN 3.52 87 62 16 46 41 DCGN 1.92 103 115 49 66 37 NFLD 3.68 52 15 0 15 37 INCY 5.00 340 476 172 304 36 SGMO 3.70 91 55 0 55 36 EMIS 3.66 66 62 31 31 35 AVAN 1.09 66 32 0 32 34 SNAP 6.31 69 35 0 35 34 PARS 1.09 62 29 0 29 33 PGNX 6.46 82 49 0 49 33 TBIO 2.42 57 25 0 25 32 CIPH 3.50 95 64 0 64 31 CYGN.OB 0.74 29 17 19 -2 31 QSC 0.92 36 8 3 5 31 NPRO 0.73 22 17 25 -8 30 TGEN 0.44 22 17 22 -5 27 OSTX 1.86 23 1 1 0 23 DMI 1.69 24 3 1 2 22 BTX 1.50 20 1 2 -1 21 CYPB 2.75 36 16 0 16 20 VPHM 1.57 41 201 180 21 20 GLFD 3.91 117 105 4 101 16 SHM 0.18 5 1 12 -11 16 TKTX 9.85 343 327 0 327 16 VLGC 0.95 24 8 0 8 16 SIGA 1.51 17 2 0 2 15 ASTM 0.50 24 10 0 10 14 INGN 2.02 43 37 8 29 14 INSM 0.43 14 0 0 0 14 BLSI 1.08 24 11 0 11 13 ENMD 0.93 20 11 4 7 13 HYSQ 0.92 21 12 4 8 13 GEB 0.29 15 3 0 3 12 HYBD 1.92 15 4 1 3 12 ILGN.OB 0.55 13 1 0 1 12 TXBI 1.46 64 52 0 52 12 ISV 0.62 16 5 0 5 11 SNUS 2.34 32 22 0 22 10 CRTQ 2.37 9 0 0 0 9 IMNR 0.91 9 1 1 0 9 ORCH 0.47 26 22 5 17 9 CARN 1.00 10 2 0 2 8 CYTO 2.92 26 20 2 18 8 AVM 4.17 28 21 0 21 7 CYAN 0.31 5 1 3 -2 7 PDGM 0.38 12 10 5 5 7 PTIE 2.35 64 58 0 58 6 ARDM 1.41 44 39 0 39 5 BDSI 2.04 14 10 0 10 4 GENR 0.50 18 15 0 15 3 ICCC 1.71 5 2 0 2 3 KERX 1.66 33 30 0 30 3 AIMM 0.69 12 10 0 10 2 IMGN 3.26 140 138 0 138 2 CYTR 0.23 5 4 0 4 1 DOR 0.53 11 10 0 10 1 ENVG 0.60 2 2 0 2 0 EPMN 1.00 12 12 0 12 0 SPPI 1.86 3 3 0 3 0 AVGN 6.11 123 132 8 124 -1 CLPA 0.45 18 19 0 19 -1 IMMT.OB 2.75 0 1 0 1 -1 NERX 0.45 12 18 5 13 -1 NRGN 3.89 70 91 20 71 -1 BTRN 0.46 12 14 0 14 -2 OXGN 1.03 13 15 0 15 -2 LYNX 0.46 14 18 1 17 -3 MCHM 0.33 9 12 0 12 -3 DPII 2.87 70 74 0 74 -4 GLGC 6.55 177 181 $1 181 -4 NWBT.OB 0.16 3 7 0 7 -4 AVXT 0.17 3 8 0 8 -5 RZYM 0.27 5 15 5 10 -5 VION 0.36 10 15 0 15 -5 BCRX 0.98 17 27 0 27 -10 RIGL 1.05 48 58 0 58 -10 DDDP 3.02 68 83 4 79 -11 LSBC 0.88 22 33 0 33 -11 VLTS 0.23 8 19 0 19 -11 DYAX 1.64 32 44 0 44 -12 ARQL 3.05 65 86 8 78 -13 AGNT 0.90 18 33 0 33 -15 EXEG 0.45 7 22 0 22 -15 ZONA 0.97 11 28 0 28 -17 NGEN 1.51 33 52 0 52 -19 AMEV 2.14 44 64 0 64 -20 GENE 1.26 29 67 17 50 -21 MEDX 4.14 205 402 175 227 -22 ARNA 6.71 186 209 0 209 -23 CVAS 1.54 42 79 12 67 -25 DCRN 1.10 20 46 0 46 -26 IBPI 0.29 11 43 4 39 -28 GTCB 1.06 29 73 12 61 -32 ACLA 2.15 78 111 0 111 -33 DUSA 1.59 22 58 2 56 -34 BIOM 0.90 48 83 0 83 -35 ETRX 0.40 8 43 0 43 -35 PRCS 3.17 164 238 33 205 -41 SQMN 1.70 67 114 2 112 -45 DGEN 0.51 21 77 10 67 -46 TTP 1.46 40 90 0 90 -50 MAXM 2.49 58 116 1 115 -57 PCYC 3.40 55 115 0 115 -60 CALP 3.08 75 139 0 139 -64 VICL 3.14 63 128 1 127 -64 CRGN 4.66 230 455 150 305 -75 BBIOD 1.70 36 173 0 173 -137 CRA 9.77 699 908 0 908 -209