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Biotech / Medical : Paracelsian Inc (PRLN) -- Ignore unavailable to you. Want to Upgrade?

To: LEO RISHTY who wrote (3700)	7/11/1998 12:36:00 PM
From: Jonathan Schonsheck	Read Replies (1) \| Respond to of 4342

Leo and the Threaders, Family vacations are wonderful - Mackinac Island, Otsego Lake (with boat and jet ski), quaint Frankenmuth, Michigan. But vacations can put one out of touch! I agree with the various revenue streams identified by Leo: the various ways money will flow from Scherer to Paracelsian. But no one has cited the last sentence of the first paragraph: "In addition, the Agreement provides for collaboration between the two companies in the development of new dietary supplements and OTC products." Scherer makes gelcaps (and other delivery systems) - and needs something to put in them. Paracelsian has a library of TCM extracts, including Andro-Whatever, plus an additional 10 that show exciting activity (see home page), plus (once again) access to thousands of additional extracts. As I see it, BioFIT (in its many manifestations} provides steady income; the breakouts will originate in the TCM library. Jonathan According to my broker, after market close on Friday a Market Maker who has a major presence in biotec set the best offer at $1.00. That could well change by Monday AM - it might be positioning of some sort - but I think it an encouraging sign.

To: LEO RISHTY who wrote (3700)	7/13/1998 7:36:00 PM
From: Jonathan Schonsheck	Read Replies (3) \| Respond to of 4342

Dear Leo, Let us suppose that the worldwide agreement merely doubles the projected (minimum) North American revenues from the BioFIT program through Scherer. (Recall that these revenues are from BioFIT only; there is - as yet - no mention of revenues from products.) What is the appropriate "multiple"? What sort of market capitalization and share price should one expect regarding a company with revenues on this scale? Jonathan