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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (4842)	5/8/1998 11:26:00 PM
From: Peter Singleton	Respond to of 9719

info from Wilson Sonsini's Spring 1998 Life Sciences Bulletin (I'm typing this in, guys): 1997 figures VC funds invested in Biopharmaceuticals: $741.5M, 118 deals Top 5 Biopharmaceutical Financings: Company Amt $M Business Tularik 55.0 Drug discovery based on regulating gene expression Ontogeny 25.0 Utilizes developmental biology for drug discovery Sensus 23.4 Biotech firm researching diabetes and cancer Diversa 21.0 Develops enzymes for industrial processes Rosetta 17.5 Develops biochip technology for drug discovery Top 5 first time Biopharmaceutical financings Rosetta 17.5 Develops biochip technology for drug discovery Invitrogen 15.0 Molecular biology reagent kits for gene cloning and expression research Coulter Cellular 14.7 Develops therapeutic products for cancer patients Variagenics 12.1 Utilizes genetic variations to develop anti-cancer drugs Kinetix 10.0 Develops small molecular weight pharmaceuticals that inhibit protein kinase They also have a listing of the top life sciences funders in 1997, in terms of number of deals per VC. There's a lot of noise in the data, since they've included medical devices and healthcare services and software, but the top 3 were New Enterprise Associates, Sprout Group, and Domain (Domain for you BVF thread followers). The VD Group didn't make the top ten ... Peter

To: scaram(o)uche who wrote (4842)	5/8/1998 11:59:00 PM
From: Pseudo Biologist	Respond to of 9719

Rick, thanks for sharing this priceless piece. Sometimes I wonder why I spend (waste?) time on these threads at all. Well, this post reminded me of why it is worth wading through a good deal of noise to find real insight. PB