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Biotech / Medical : ATIS is on the move! -- Ignore unavailable to you. Want to Upgrade?

To: David S. who wrote (1207)12/9/1997 12:03:00 PM
From: Harry D. Kramer  Read Replies (2) | Respond to of 2205
 
That is possible, although not very likely. But I do not want to start an IMNX discussion on this thread. This was just an arbitrary example. A valuation discussion on IMNX would take much longer than the current ATIS discussion.

Going back to ATIS, you obviously think that there is an unusually high risk at the commercialization stage for Dermagraft. Why? Apart from all the aspects that have been mentioned in prior posts and which I would consider average risk for a biotech company at this stage (new technology concept, potential competitors like Regranex, etc., etc., .......).

Be more specific!

Harry



To: David S. who wrote (1207)12/9/1997 8:14:00 PM
From: WWS  Read Replies (2) | Respond to of 2205
 
DavidS, I would sure like to hear your answer to Harry's question about your approach to comparative valuation of development stage biotechs. You seem to base your model on trailing revenues plus market cap, rather than on discounted future value. Bill


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