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

To: Andreas Helke who wrote (5522)	8/28/1998 9:47:00 AM
From: Berk	Respond to of 9719

Andreas Next year can't come soon enough! If the trend holds for the group, we would then see growth in eps (from negative to positive) as the rest of the world slows down and deflation continues, i.e. they would become significant (?) cash generators.That could be potent fuel for these stocks but to some degree will be influenced by the market environment.

To: Andreas Helke who wrote (5522)	8/28/1998 5:15:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 9719

Biotech rally update Here is a table of earnings and estimates for a bunch of biotech companies. AFFX HGSI INCY MLNM ARQL PCOP AGPH ARIA DURA FUSE GILD GZTC ICOS IMNX ISIP LIPO MEDI SEPR VRTX IDPH LGND CNTO CORR GLFD NRGN ANIK CHAI GENZL GLIA AMGN BCHE BGEN CHIR GENZ 1995 1996 1997 1998 1999 2000 2001 Year -32.84 -21.94 -25.63 -12.39 3.81 29.03 44.42 sum of EPS -17.12 -8.64 -7.44 -0.19 8.77 24.80 47.73 The last line includes only companies for which I have year 2001 estimates. The list of companies is AFFX INCY AGPH DURA GILD GZTC ICOS IMNX SEPR VRTX LGND CNTO ANIK GLIA AMGN BCHE BGEN CHIR GENZ Andreas