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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (61)	3/16/1999 1:51:00 PM
From: scaram(o)uche	Respond to of 52153

>> how do you value their long term transplant stuff? << I throw in about $2 million for the Novartis support and for the xeno patents. Otherwise, the technical hurdles for xeno are so high that it is difficult for me to get excited. However, it's pointing at about $3 billion/year, so I am patient. ;-) AlloMune, on the other hand, is not partnered and is through IND. Penetration would be painfully slow, but a partner should see the wisdom of throwing big bucks down as upfront. We've seen the initial results from Megan Sykes et al., and now it's an issue to see if complications such as GvH make the concept more difficult than one might hope. I assign $20 million, and, again, I will patiently wait for technical progress.