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

To: scaram(o)uche who wrote (76)	3/17/1999 1:54:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 52153

Richard, has anyone every tried to create a valuation model of stocks based on market cap to existing drug sales or, perhaps better, gross margin dollars from existing drug sales, capitalized at some multiple. I do not know if it would be feasible but it would seem that is a first step basis of the value of what the company now has, and you would see what you are really paying for the balance of the pipeline. Would something like that be helpful in comparing the bigger ones with the ones with no drugs on the market?

To: scaram(o)uche who wrote (76)	3/17/1999 11:26:00 PM
From: LLCF	Read Replies (2) \| Respond to of 52153

I'm going to toss you're other suggestions into my spreadsheet, thanks... also I was over on the PDLI thread reading that "novel" from way back! Whew! What a ride... whats going on there? Some people we're really pounding the table... then disappeared off the fact of the earth. More to the point, what do you think of including it here science wise, management wise, etc.? It certainly "looks" cheap at this point on the face of it. DAK