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Biotech / Medical : Ligand (LGND) Breakout! -- Ignore unavailable to you. Want to Upgrade?

To: bluejeans who wrote (22238)	6/15/1998 10:20:00 PM
From: WTDEC	Respond to of 32384

Bob, the valuation model site seems interesting, had not seen before. Some good ideas there. I was headed towards an arbitrage type of model to identify relatively over and under valued Biotechs when compared to one another (in other words all bts could be under or over valued so I wanted to find the most undervalued/ least overvalued using a consistent set of weighting tools). I opted to do so on a 'market value per drug' basis rather than the entire company. To use a housing analogy, I was working towards a price per square foot comparison (as adjusted for quality of construction) versus a modeled total value versus market price comparison. It could be argued this is a distinction without a real difference. However, I prefer working in sq. ft. or MV per drug. Thanks again for the site. If I ever get back to working on my approach, some of it may be helpful. Regards, Walter