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

To: IRWIN JAMES FRANKEL who wrote (8221)	4/30/2003 5:20:29 PM
From: rkrw	Read Replies (2) \| Respond to of 52153

When I look at nbix I think of indiplon and who cares about the pipeline. When I look at dovp I think, great, 3.5% royalties will help offset burn but what about the pipeline? I think 3.5% alone can take dovp only so far (think catg), whereas 28% or whatnot for nbix could take nbix stock a long way assuming they keep their eps leverage (i.e. don't decide to become empire builders ala sepr :-) Also not hard to imagine that nbix has considered the possibility of making overtures toward dovp down the road.