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

To: LLCF who wrote (204)	5/26/1999 12:34:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

Two internet mutual fund companies are now starting biotech funds. The Internet Fund and the Monument Fund are now going into the biotech biz. Interesting. I don't think this will lead to internet type moonshots, but at least it will bring some buyers back to the table. exchange2000.com

To: LLCF who wrote (204)	5/27/1999 10:49:00 AM
From: LLCF	Respond to of 52153

I but another 5K into SIBI's cash account and it has moved up on the value list, : Comp # Shrs Price Mkt.Cap Cash $/shr Tval. Tval/Sh $/Val 98' Exp Revs Burn Sales Sls/Exp SNAP 10.7 6 $64 $56 5.23 $8 $0.77 87% 19.0 9.0 18% 0 CTII 18.4 1 $18 $12 0.65 $6 $0.35 65% 22.3 8.8 112% 0 AXPH 30.0 3.5 $105 $65 2.17 $40 $1.33 62% 78.6 47.4 48% 0 BTRN 8.6 3.25 $28 $16 1.87 $12 $1.38 57% 17.2 8.0 58% 0 0% NBIX 18.8 5.5 $103 $56 2.98 $47 $2.52 54% 28.5 16.0 22% 0 GLFD 19.6 11 $215 $116 5.93 $99 $5.07 54% 50.3 12.5 33% 6 12% SIBI 9.5 4.125 $39 $18 1.89 $21 $2.23 46% 25.5 11.0 81% 3 12% VRTX 25.3 19.5 $494 $224 8.84 $270 $10.66 45% 77.5 44.5 15% 5 6% REGN 31.00 7.25 $225 $100 3.23 $125 $4.02 44% 53.8 45.2 9% 15 28% NPSP 12.5 7.25 $91 $40 3.20 $51 $4.05 44% 23.4 3.6 50% 0 GELX 16.0 16.5 $264 $100 6.24 $164 $10.26 38% 40.0 20.0 20% 0 PDLI 18.6 20 $372 $140 7.53 $232 $12.47 38% 40.0 30.0 7% 15 38% VLTS 19.6 4.5 $88 $29 1.48 $59 $3.02 33% 18.7 8.1 37% 0 ALKS 24.9 24 $598 $171 6.87 $427 $17.13 29% 45.9 40.0 3% 0 ABGX 14.0 15 $210 $57 4.07 $153 $10.93 27% 21.0 3.8 30% 0 PGNS 17.2 14 $240 $65 3.79 $175 $10.21 27% 62.6 61.1 2% 0 CLTR 17.3 25 $432 $116 6.71 $316 $18.29 27% 40.0 34.0 5% 0 CHIR 185 21 $3,885 $1,000 5.41 $2,885 $15.59 26% 600.0 662.0 -6% 662 110% AVIR 15.7 21.5 $338 $79 5.03 $259 $16.47 23% 56.6 1.0 70% 0 ABSC 17 6 $102 $23.5 1.38 $79 $4.62 23% 47 26.5 87% 0% TTP 13.1 3.125 $41 $9 0.69 $32 $2.44 22% 11.5 0.0 128% 0 PCOP 20.2 9 $182 $40 1.98 $142 $7.02 22% 105.7 92.2 34% 62 59% SEPR 32.8 60 $1,968 $430 13.11 $1,538 $46.89 22% 70 14 13% 25 36% LKST 11.9 11.25 $134 $27 2.23 $107 $9.02 20% 23.8 12.0 45% 0 PCYC 12.3 19 $234 $46 3.74 $188 $15.26 20% 17.0 0.0 37% 0 OSIP 21.4 6 $128 $22 1.04 $106 $4.96 17% 28.0 19.5 38% 0 CEPH 28.7 13 $374 $60 2.09 $314 $10.91 16% 74.6 15.6 98% 21 28% MLNM 34.2 38 $1,300 $202 5.90 $1,098 $32.10 16% 139.0 133.7 3% 100 72% LGND 35.0 11 $385 $53 1.51 $332 $9.49 14% 87.0 25.0 117% 20 23% CORR 24.4 13 $317 $42 1.72 $275 $11.28 13% 73.2 41.9 75% 33 45% CGPI 8.6 9 $77 $10 1.17 $67 $7.83 13% 16.0 3.0 130% 0 INCY 29.3 23 $675 $77 2.62 $598 $20.38 11% 180.0 170.0 13% 175 97% MOGN 15.0 10.25 $154 $16 1.07 $138 $9.18 10% 17.0 20.0 -19% 20 118% GLIA 10.1 25 $253 $26 2.57 $227 $22.43 10% 30.0 36.0 -23% 36 120% ONXX 11.4 8.5 $97 $7 0.61 $90 $7.89 7% 30.6 9.3 305% 0 CELG 16.4 16 $263 $13 0.79 $250 $15.21 5% 28.0 3.8 186% 0 SUPG 20.4 17.25 $352 $13 0.62 $339 $16.63 4% 19.5 3.0 130% 0 PARS 37.0 1.75 $65 $2 0.06 $62 $1.69 4% 6.1 1.5 200% 1.2 20% All numbers in Millions ALKS 9 month data,SIBI lawsuit not included,LGND warrants not included. 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. Burn is % of current cash expected to be burned in 12 months. "T-Val" is technology value