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

To: Mike McFarland who wrote (139)	4/7/1999 4:35:00 PM
From: LLCF	Read Replies (2) \| Respond to of 52153

Comp #Sh(mil) $(mil) $/shr Price Cap(mil) %$/Val 98Exp* Revs* Burn Sales Sls/Exp Insidr OSIP 21.4 $22 1.04 5 $107 21% 31.0 19.5 52% 0 0.1 BTRN 8.6 $20 2.33 2.125 $18 110% 17.2 8.0 46% 0 0 CEPH 28.7 $60 2.09 9.5 $273 22% 74.6 15.6 98% 21 28% 0 CORR 24.4 $50 2.05 10.5 $256 20% 73.2 41.9 63% 20 27% 5 TTP 13.1 $10 0.76 3.5 $46 22% 11.5 0.0 115% 0 0.2 MLNM 34.2 $150 4.38 30 $1,026 15% 139.0 133.7 4% ? 0 INCY 29.3 $110 3.75 19 $557 20% 133.0 134.8 -2% 170 128% 0 MBIO 19.6 $57 2.91 5.5 $108 53% 18.7 8.1 19% 0 0 AXPH 30.0 $72 2.40 4 $120 60% 78.6 47.4 43% 0 0.36 SIBI 9.5 $13 1.37 5 $48 27% 25.5 7.0 142% 0 2.14 ONXX 11.4 $20 1.75 6 $69 29% 30.6 11.3 97% 0 0.04 LGND 35.0 $53 1.51 9 $315 17% 87.0 17.6 131% 20 23% 0 GLFD 19.6 $120 6.14 11 $215 56% 50.3 12.5 32% 6.6 13% 0.5 GLIA 10.1 $25 2.47 20 $202 12% 30.0 17.3 51% 30 100% 0 NPSP 12.5 $40 3.20 8 $100 40% 23.4 3.6 50% 7.5 CTII 18.4 $12 0.65 1.25 $23 52% 22.3 8.8 112% 0 0.15 CELG 16.4 $18 1.06 16.5 $271 6% 28.0 3.8 138% ? 0.08 PARS 37.0 $2 0.06 1.5 $56 4% 6.1 1.5 200% 1.2 20% 0.06 ALKS 24.9 $171 6.87 26.5 $660 26% 45.9 40.0 3% 0 MEDX 31.3 $30 0.96 3 $94 32% 29.2 6.7 75% 0 GELX 16.0 $110 6.87 14.25 $228 48% 41.1 32.7 8% 0 PGNS 17.2 $65 3.79 12 $206 32% 62.6 61.1 2% 4.2 CGPI 8.6 $10 1.17 9 $77 13% 16.0 3.0 130% 0.28 NBIX 18.8 $59 3.14 5 $94 63% 28.5 16.0 21% 0 0.1 PCOP 20.2 $52 2.57 7 $142 37% 105.7 92.2 26% 0 PDLI 18.6 $140 7.53 15.5 $288 49% 40.0 30.0 7% 15 38% 0.5 VRTX 25.3 $245 9.67 24 $608 40% 77.5 44.5 13% 0 CLTR 17.3 $130 7.52 20 $346 38% 40.0 34.0 5% 0.48 ABGX 14.0 $55 3.93 14 $196 28% 21.0 3.8 31% 0 SNAP 10.7 $56 5.23 7 $75 75% 19.0 9.0 18% 0 1.6 MOGN 15.0 $17 1.13 8.75 $131 13% 15.1 17.6 -15% 13 86% 0 SUPG 20.4 $13 0.62 11 $224 6% 19.5 3.0 130% 0.3 AVIR 15.7 $95 6.05 19.5 $306 31% 56.6 1.0 59% 0 PCYC 12.3 $45 3.66 16 $197 23% 16.0 0.0 36% 0 LKST 11.90 $27 2.23 8.25 $98 27% 23.8 12.0 45% 0.6 REGN 31.00 $113 3.65 5.625 $174 65% 17.0 9.0 7% 15 88% 0.6 *Revs & Exp in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not included. CEPH recent financing not included. Insider is $val in millions purchased by ANY filer in the past year @ mkt prices Sales is MY estimates for '99…. Feel free to "chip in" Please! Sls/Exp is my lame attempt to compare "sustainable" revenues to expenses,ie. 100% would supposedly be sustainable 0 Burn.