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

To: Icebrg who wrote (8734)	6/22/2003 1:45:19 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Great effort, Erik. A few comments: I'd like to make some room at the bottom for some true biotechs like KOSN. So if you want to keep it to 100, we'll have to cut some more. Maybe MRX (Medicis)? They're more of a pharma-like, and I note you don't have the somewhat similar Allergan in there. The biotech/pharma distinction is always troubling. But one way to think about it is this is a list of biotechs and wannabe pharma (or struggling specialty pharma). I'm a little confused by your classification. Clearly the most straightforward (but perhaps not the most useful) is simply by market cap. Also straightforward is by revenue. An alternative is by profitability stage - mature profitable, emerging profitable, about to be profitable, etc. Perhaps this could most simply be done by first year of full profitability (or first projected year). That kind of groups the companies by stage of development. We could probably track down projected year of profitability for most of these comapanies. Just throwing out suggestions here. Peter