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

To: LLCF who wrote (86)	3/18/1999 9:20:00 AM
From: scaram(o)uche	Respond to of 52153

PDLI? Certainly nothing that I know of to exclude it. I like the potential royalty stream from humanized products, but I haven't looked lately to see when the trickle will begin. I've been asked a couple of times to summarize what I know about procedures for humanization and about patent status. I've even gotten some coaching from a friend, so I should sit down and spew forth some time soon. Otherwise, I can't comment on the investment quality of PDLI. It's been too long since I looked.

To: LLCF who wrote (86)	3/18/1999 2:28:00 PM
From: LLCF	Read Replies (1) \| Respond to of 52153

Comp #Sh(mil) $(mil) $/shr Price Cap(mil)%$/Val 98'Exp* Revs* OSIP 21.40 $22 1.04 3.5 $75 30% 31.0 19.5 BTRN 8.58 $20 2.33 2.25 $19 104% 17.2 8.0 CEPH 28.73 $60 2.09 10 $287 21% 74.6 15.6 CORR 24.40 $50 2.05 8.5 $207 24% 73.2 41.9 TTP 13.10 $14 1.07 4 $52 27% MLNM 34.22 $150 4.38 34 $1,163 13% 139.0 133.7 INCY 29.34 $110 3.75 23 $675 16% 133.0 134.8 MBIO 19.60 $57 2.91 5 $98 58% 18.7 8.1 AXPH 30.00 $75 2.50 4 $120 63% 203.6 47.4 SIBI 9.00 $22 2.44 5 $45 49% annual due ONXX 11.42 $20 1.75 6 $69 29% 30.6 11.3 LGND 35.00 $41 1.17 9 $315 13% annual due GLFD 19.56 $120 6.14 10.5 $205 58% 50.3 12.5 GLIA 10.12 $27 2.62 23 $233 11% 22.0 17.3 NPSP 12.50 $40 3.20 6.5 $81 49% 23.4 3.6 CTII 18.41 $12 0.65 1.5 $28 43% 22.3 8.8 CELG 16.45 $18 1.06 13 $214 8% annual due PARS 37.00 $4 0.11 1.25 $46 9% 6.1 1.5 ALKS 24.90 $171 6.87 30 $747 23% 45.9 40.0 MEDX 31.30 $30 0.96 3.5 $110 27% 29.2 6.7 GELX 16.02 $110 6.87 17 $272 40% 41.1 32.7 PGNS 17.16 $65 3.79 40 $686 9% 62.6 61.1 CGPI 8.58 $10 1.17 10 $86 12% 16.0 3.0 NBIX 18.78 $59 3.14 6 $113 52% 28.5 16.0 PCOP 20.24 $52 2.57 9 $182 29% 105.7 92.2 PDLI 18.58 $140 7.53 16 $297 47% 40.0 30.0 VRTX 25.35 $245 9.67 26.5 $672 36% 77.5 44.5 CLTR 17.30 $130 7.52 23.5 $407 32% 40.0 34.0 *Revs & Exp in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not incl. AXPH had 124.888 mill. Aquired R&D expenses. GLFD stock buyback not included,CEPH recent financing not included. Update... DAK