Signals vs Noise Article







September 2004 Stock Report

Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
HUMAN GENOME SCIENCES $10.91 69% -17% $1,420 $901 $504 $1,023 $0.9 -$234 3.9 Dec-93 3.6 $3.00 $176
INCYTE CORP. $9.63 94% 112% $707 $510 $418 $614 $1.4 -$254 2.0 Nov-93 5.1 $1.88 $47
MILLENNIUM PHARMACEUTICALS $13.67 69% -7% $4,171 $867 $204 $3,507 $2.3 -$216 4.0 May-96 4.6 $3.00 $273
MYRIAD GENETICS $17.10 88% 51% $524 $130 $0 $394 $0.8 -$42 3.1 Oct-95 1.9 $9.00 $163
OSCIENT PHARMACEUTICALS $3.55 49% 17% $63 $84 $24 $4 $0.1 -$69 1.2 Feb-82 0.3 $11.00 $90
1st Generation Genomics Average   74% 31% $1,377 $498   $1,108 $1.1 -$163 2.8   3.1    
1st Generation Genomics Median   69% 17% $707 $510   $614 $0.9 -$216 3.1   3.6    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ACLARA BIOSCIENCES $3.94 85% 0% $143 $86 $0 $58 $0.9 -$20 4.4 Mar-00 0.2 $21.00 $682
AFFYMETRIX $30.71 80% 39% $1,863 $216 $120 $1,767 $2.0 na na Jun-96 4.1 $7.50 $287
CALIPER LIFE SCIENCES $7.03 71% 16% $208 $60 $2 $149 $0.3 -$38 1.6 Dec-99 0.4 $16.00 $333
CEPHEID $8.62 64% 87% $361 $74 $10 $297 $1.7 -$15 5.0 Jun-00 1.4 $6.00 $158
CIPHERGEN BIOSYSTEMS $3.90 28% -67% $114 $43 $32 $103 $0.3 -$53 0.8 Sep-00 0.2 $16.00 $417
COMBIMATRIX CORP. $3.50 38% -21% $108 $19 $0 $89 $1.5 na na na na na na
COMPUGEN LTD $5.06 63% -4% $138 $20 $0 $118 $0.7 na na Sep-00 0.5 $10.00 $0
ILLUMINA $5.91 58% 15% $223 $28 $25 $220 $6.1 -$14 2.0 Jul-00 0.4 $16.00 $515
NANOGEN $3.83 26% 9% $130 $64 $1 $67 $0.5 -$52 1.2 Apr-98 0.3 $11.00 $197
ORCHID BIOSCIENCES $8.03 56% 30% $280 $34 $2 $248 $0.6 -$8 4.0 May-00 1.0 $8.00 $263
SEQUENOM $0.95 21% -72% $38 $55 $15 ($2) -$0.0 -$40 1.4 Feb-00 0.0 $26.00 $609
TRANSGENOMIC $1.16 35% -29% $34 $5 $6 $35 $0.1 -$16 0.3 Jul-00 0.1 $15.00 $317
Genomic Supply Average   52% 0% $303 $59   $262 $1.2 -$28 2.3   0.8    
Genomic Supply Median   57% 5% $140 $49   $111 $0.7 -$20 1.6   0.4    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ARENA PHARMACEUTICALS $4.31 50% -41% $110 $149 $0 ($39) -$0.1 -$68 2.2 Jul-00 0.2 $18.00 $394
CELERA GENOMICS GROUP $11.69 65% 6% $854 $749 $6 $111 $0.1 -$88 8.6 Feb-00 0.1 $225.00 na
CURAGEN CORP. $5.50 58% 10% $275 $410 $240 $105 $0.3 -$113 3.6 Mar-98 1.0 $5.75 $143
DECODE GENETICS $7.53 55% 77% $411 $97 $62 $375 $0.9 -$53 1.8 Jul-00 0.4 $18.00 $818
EXELIXIS $8.06 76% 15% $582 $206 $108 $483 $0.8 -$117 1.8 Apr-00 0.6 $13.00 $520
GENAISSANCE PHARMACEUTICALS $3.17 71% 69% $98 $12 $11 $96 $0.9 -$31 0.4 Aug-00 0.2 $13.00 $288
GENE LOGIC  $3.72 58% -24% $118 $114 $1 $4 $0.0 -$18 6.5 Nov-97 0.5 $8.00 $109
GENENCOR INTERNATIONAL $16.05 96% -1% $954 $177 $65 $842 $0.7 na na Jul-00 0.9 $18.00 $1,045
ICORIA INC. $0.48 28% -64% $17 $16 $7 $9 $0.0 -$15 1.1 May-00 0.1 $7.00 $177
LARGE SCALE BIOLOGY CORP. $0.96 33% -23% $30 $12 $0 $18 $0.2 -$16 0.7 Aug-00 0.1 $17.00 $388
LEXICON GENETICS $6.59 80% 26% $418 $149 $56 $325 $0.5 -$67 2.2 Apr-00 0.3 $22.00 $1,037
LYNX THERAPEUTICS $2.42 32% -58% $18 $6 $0 $12 $0.1 -$14 0.4 na na na na
MAXYGEN $9.89 81% -7% $348 $129 $0 $220 $0.8 -$54 2.4 Dec-99 0.6 $16.00 $465
NUVELO $9.88 60% 14% $316 $103 $19 $232 $3.7 -$44 2.4 Sep-97 0.7 $14.00 $175
RIGEL PHARMACEUTICALS $25.30 95% 92% $462 $96 $3 $369 $2.9 -$49 2.0 Nov-00 3.6 $7.00 $230
SANGAMO BIOSCIENCES $4.87 58% 36% $123 $42 $0 $81 $1.4 -$13 3.2 Apr-00 0.3 $15.00 $312
ZYMOGENETICS $17.44 90% 16% $937 $290 $51 $698 $1.9 -$98 3.0 Feb-01 1.5 $12.00 $547
Genomic Targets Average   64% 8% $357 $162   $232 $0.9 -$54 2.6   0.7    
Genomic Targets Median   60% 10% $316 $114   $111 $0.7 -$51 2.2   0.4    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALEXION PHARMACEUTICALS $18.00 69% 9% $497 $227 $120 $390 $2.0 -$80 2.8 Feb-96 2.2 $8.25 $62
ATHEROGENICS $32.95 79% 100% $1,221 $117 $100 $1,204 $12.4 -$66 1.8 Aug-00 4.1 $8.00 $184
CONNETICS CORP. $27.02 95% 72% $959 $50 $90 $999 $4.6 na na Feb-96 2.5 $11.00 $81
CORTECH $2.82 82% 1% $10 $12 $0 ($1) -$1.5 -$1 23.0 Nov-92 0.1 $40.00 $116
CYPRESS BIOSCIENCE $11.67 69% 40% $346 $126 $0 $220 $14.6 -$29 4.3 Dec-83 0.1 $80.00 $33
ICOS CORP. $24.14 50% -36% $1,532 $377 $279 $1,434 $2.1 -$208 1.8 Jun-91 3.0 $8.00 $172
INKINE PHARMACEUTICAL Company $5.08 76% 31% $247 $11 $1 $238 $4.2 na na na na na na
LA JOLLA PHARMACEUTICAL Company $3.05 68% -28% $187 $55 $2 $134 $1.0 -$34 1.6 Jun-94 0.6 $5.00 $43
PROTEIN DESIGN LABS $19.58 71% 40% $1,862 $465 $259 $1,657 $3.0 -$50 9.3 Jan-92 2.6 $7.50 $191
TANOX $16.87 81% -16% $742 $135 $5 $612 $5.2 -$16 8.2 Apr-00 0.6 $28.50 $1,193
Autoimmune Average   74% 21% $760 $157   $689 $4.8 -$60 6.6   1.8    
Autoimmune Median   74% 20% $619 $122   $501 $3.6 -$42 3.6   2.2    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALLOS THERAPEUTICS $2.15 36% -27% $67 $42 $0 $25 $0.4 -$29 1.5 Mar-00 0.1 $18.00 $604
ANTIGENICS  $6.03 44% -51% $272 $138 $8 $142 $0.6 -$69 2.0 Feb-00 0.3 $18.00 $429
APHTON CORP. $3.58 41% -34% $135 $63 $11 $83 $1.6 -$27 2.3 na na na na
ARIAD PHARMACEUTICALS $6.69 49% 10% $351 $91 $8 $268 $5.2 -$37 2.5 May-94 0.8 $8.00 $124
AVI BIOPHARMA $2.05 37% -61% $74 $37 $0 $37 $0.3 -$29 1.3 Jun-97 0.2 $9.00 $103
BIOMIRA  $1.44 59% -25% $104 $27 $0 $77 $0.5 -$15 1.8 Jun-87 0.3 $4.40 $43
BOSTON LIFE SCIENCES $0.47 24% -72% $16 $10 $4 $10 $0.8 -$17 0.6 na na na na
CANCERVAX $8.10 61% na $217 $93 $4 $128 $0.8 -$51 1.8 Oct-03 0.7 $12.00 $308
CELGENE CORP. $58.23 96% 37% $4,776 $714 $400 $4,462 $6.6 na na Jul-87 15.9 $3.66 $55
CELL THERAPEUTICS $6.86 55% -39% $347 $182 $192 $357 $1.0 -$150 1.2 Mar-97 0.7 $10.00 $166
CORIXA CORP. $4.16 47% -50% $232 $133 $153 $252 $0.8 -$42 3.1 Oct-97 0.3 $13.00 $152
CYTOGEN CORP. $10.54 63% -16% $163 $26 $0 $137 $2.3 -$18 1.5 Jun-86 0.8 $13.00 $148
CYTOKINETICS $13.00 73% na $202 $28 $2 $176 $1.1 -$37 0.8 Apr-04 1.0 $13.00 $202
DENDREON CORP. $8.41 50% -6% $491 $205 $3 $289 $2.0 -$63 3.3 Jun-00 0.8 $10.00 $210
DUSA PHARMACEUTICALS $11.48 77% 109% $194 $56 $2 $139 $2.8 -$17 3.4 Jan-92 1.9 $6.00 $30
ENTREMED $1.73 29% -61% $64 $31 $0 $33 $0.8 -$18 1.7 Jun-96 0.1 $15.00 $182
EXEGENICS  $0.69 52% 15% $11 $10 $0 $1 $0.1 -$2 4.7 na na na na
GENAERA CORP. $3.91 60% -18% $206 $30 $0 $176 $7.6 -$16 1.9 Dec-91 0.4 $9.00 $62
GENITOPE $9.87 68% na $236 $83 $0 $152 $1.7 -$27 3.1 Oct-03 1.1 $9.00 $145
GENTA $2.69 16% -79% $216 $69 $45 $193 $1.2 -$117 0.6 Dec-91 0.0 $100.00 $123
GERON CORP. $5.99 36% -54% $272 $104 $5 $174 $3.3 -$36 2.9 Jul-96 0.7 $8.00 $77
GTX $11.66 73% na $288 $82 $0 $206 $4.9 -$18 4.5 Feb-04 0.8 $14.50 $358
ILEX ONCOLOGY $25.17 97% 57% $984 $145 $39 $878 $4.1 -$63 2.3 Feb-97 2.1 $12.00 $143
IMCLONE SYSTEMS  $52.85 61% 40% $4,357 $309 $240 $4,288 $10.1 na na Nov-91 7.6 $7.00 $107
IMMUNOGEN $5.05 41% 7% $206 $103 $0 $103 $0.9 na na Nov-89 0.5 $10.00 $60
IMMUNOMEDICS $2.60 29% -64% $141 $22 $17 $135 $1.3 -$27 0.8 Oct-83 2.1 $1.25 $25
MAXIM PHARMACEUTICALS $2.67 25% -60% $76 $73 $1 $5 $0.1 -$47 1.5 Jul-96 0.4 $7.50 $50
MEDAREX $7.38 66% 29% $585 $342 $289 $532 $1.3 -$174 2.0 Jun-91 2.5 $3.00 $31
NEOPHARM $8.56 38% -44% $199 $103 $0 $96 $0.9 -$59 1.7 Jan-96 2.7 $3.18 $28
NEORX CORP. $1.69 26% -66% $51 $32 $4 $23 $0.6 -$19 1.7 Aug-88 0.1 $28.00 $102
OSI PHARMACEUTICALS $61.46 62% 94% $2,664 $334 $310 $2,640 $5.5 -$199 1.7 Apr-86 10.2 $6.00 $53
OXIGENE $6.11 51% -45% $102 $40 $0 $62 $5.7 -$11 3.5 Oct-93 1.0 $6.00 $28
PHARMION $51.70 88% na $1,587 $301 $0 $1,285 $21.8 -$40 7.5 Nov-03 3.7 $14.00 $358
PRAECIS PHARMACEUTICALS $2.20 28% -66% $115 $127 $32 $21 $0.1 -$59 2.1 Apr-00 0.2 $10.00 $400
PROGENICS PHARMACEUTICALS $14.65 62% -16% $249 $47 $0 $202 $1.8 -$44 1.1 Nov-97 1.8 $8.00 $70
QLT  $16.65 54% 5% $1,159 $537 $173 $794 $2.4 na na Sep-86 15.4 $1.08 $22
SCICLONE PHARMACEUTICALS $3.56 40% -51% $159 $60 $6 $104 $1.0 -$12 5.2 Mar-92 0.5 $7.45 $63
SEATTLE GENETICS $6.57 60% 11% $274 $51 $0 $223 $2.1 -$144 0.4 Mar-01 0.9 $7.00 $207
SPECTRUM PHARMACEUTICALS $6.24 62% -22% $89 $25 $0 $64 $4.0 -$9 2.8 na na na na
SUPERGEN $6.18 44% -16% $280 $47 $6 $239 $2.1 -$85 0.6 Mar-96 1.0 $6.00 $21
TAPESTRY PHARMACEUTICALS $1.02 31% -37% $34 $48 $6 ($8) -$0.1 -$26 1.9 Apr-94 0.2 $5.00 $41
VERNALIS $3.08 64% 21% $14 $67 $0 ($53) -$0.6 -$52 1.3 May-96 0.4 $7.20 $178
XCYTE THERAPIES $3.17 65% na $47 $41 $2 $8 $0.1 -$24 1.7 Mar-04 0.4 $8.00 $119
XENOVA PLC $1.63 58% -22% $428 $26 $0 $402 $2.8 na na Jul-94 0.1 $16.00 $90
Cancer Average   52% -18% $517 $117   $445 $2.6 -$49 2.2   2.0    
Cancer Median   53% -24% $206 $65   $140 $1.3 -$36 1.8   0.8    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
CORGENTECH $17.07 78% na $473 $154 $1 $320 $4.4 -$35 4.4 Feb-04 1.1 $16.00 $444
CV THERAPEUTICS $12.50 51% -43% $395 $446 $297 $245 $0.9 -$149 3.0 Nov-96 1.6 $8.00 $48
ENCYSIVE PHARMACEUTICALS $9.03 77% 52% $479 $106 $2 $374 $4.1 -$49 2.2 Dec-93 1.3 $6.75 $88
MEDICINES Company $24.14 67% 1% $1,155 $129 $0 $1,026 $5.4 na na Sep-00 1.5 $16.00 $506
MYOGEN $8.10 42% na $215 $95 $3 $123 $2.2 -$53 1.8 Oct-03 0.6 $14.00 $358
NITROMED $23.84 92% na $625 $91 $0 $534 $13.0 -$18 4.9 Nov-03 2.2 $11.00 $264
QUESTCOR PHARMACEUTICALS $0.45 39% -50% $23 $7 $4 $19 $0.4 -$2 4.3 na na na na
Cardiovascular Average   64% -10% $481 $147   $377 $4.3 -$51 3.4   1.4    
Cardiovascular Median   67% -21% $473 $106   $320 $4.1 -$42 3.7   1.4    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ACCELRYS $6.52 28% -28% $159 $147 $0 $12 $0.0 -$25 5.9 Dec-95 0.4 $16.00 $158
ALBANY MOLECULAR RESEARCH $9.60 55% -33% $305 $133 $58 $229 $0.3 -$83 1.6 Feb-99 1.0 $10.00 $280
ARGONAUT TECHNOLOGIES $0.93 35% -31% $19 $12 $0 $8 $0.0 -$8 1.4 Jul-00 0.1 $15.00 $253
ARQULE $4.62 58% 10% $133 $61 $6 $78 $0.3 -$1 116.5 Oct-96 0.4 $12.00 $114
ARRAY BIOPHARMA  $6.99 59% 24% $202 $38 $0 $164 $0.7 -$14 2.7 Nov-01 0.9 $7.50 $168
BIOCRYST PHARMACEUTICALS $5.10 45% -20% $111 $29 $0 $81 $1.8 -$20 1.4 Mar-94 0.8 $6.50 $47
DISCOVERY PARTNERS INTERNATIONAL $4.80 71% -15% $125 $74 $0 $51 $0.3 na na Jul-00 0.3 $18.00 $428
KOSAN BIOSCIENCES $5.76 39% -25% $167 $76 $4 $96 $0.7 -$21 3.6 Oct-00 0.4 $14.00 $341
SYMYX TECHNOLOGIES $23.55 78% 10% $756 $146 $0 $610 $2.6 na na Nov-99 1.7 $14.00 $398
VERTEX PHARMACEUTICALS $10.50 74% -14% $840 $526 $315 $629 $0.9 -$177 3.0 Jul-91 2.3 $4.50 $85
Chemistry Average   54% -12% $282 $124   $196 $0.8 -$44 17.0   0.8    
Chemistry Median   57% -18% $163 $75   $89 $0.5 -$21 2.8   0.6    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ACADIA PHARMACEUTICALS $7.80 98% na $132 $57 $1 $75 $0.7 -$24 2.4 May-04 1.1 $7.00 $118
ADOLOR CORP. $11.25 50% -38% $437 $197 $0 $241 $1.9 -$52 3.8 Nov-00 0.8 $15.00 $407
CEPHALON $47.90 79% 5% $2,715 $1,225 $1,412 $2,902 $1.8 -$27 45.0 Apr-91 2.7 $18.00 $155
CORCEPT THERAPEUTICS $7.84 62% na $178 $12 $0 $166 $23.8 -$14 0.8 Apr-04 0.7 $12.00 $272
DOV PHARMACEUTICAL $17.14 85% 1% $365 $52 $15 $328 $9.1 -$34 1.5 Apr-02 1.3 $13.00 $188
GUILFORD PHARMACEUTICALS  $5.00 52% -17% $220 $107 $92 $205 $0.8 -$85 1.3 Jun-94 0.9 $5.33 $30
INDEVUS PHARMACEUTICALS $7.09 69% 31% $331 $62 $72 $341 $12.6 -$74 0.8 Mar-90 3.5 $2.00 $31
MEMORY PHARMACEUTICALS $7.66 70% na $157 $24 $0 $133 $1.7 -$24 1.0 Apr-04 1.1 $7.00 $143
NEUROBIOLOGICAL TECHNOLOGIES $3.50 50% -42% $92 $21 $0 $72 $6.5 -$4 5.1 Feb-94 0.4 $8.00 $30
NEUROCRINE BIOSCIENCES $47.16 67% -6% $1,717 $377 $47 $1,387 $4.4 -$45 8.5 May-96 4.5 $10.50 $172
NEW RIVER PHARMACEUTICALS $9.90 89% na $176 $35 $0 $141 $6.4 -$5 7.8 Aug-04 1.2 $8.00 $142
NYMOX PHARMACEUTICAL CORP. $2.05 38% -16% $50 $1 $1 $50 $2.4 -$4 0.2 na na na na
PAIN THERAPEUTICS $7.19 73% 19% $256 $71 $0 $185 $6.2 -$36 1.9 Jul-00 0.6 $12.00 $319
PHARMOS CORP. $2.88 57% 48% $254 $64 $16 $207 $3.9 -$21 3.0 Jul-83 0.1 $20.00 $16
RENOVIS $8.01 46% na $197 $113 $3 $87 $1.2 -$39 2.9 Feb-04 0.7 $12.00 $295
STEMCELLS $1.54 49% -18% $84 $10 $2 $75 $2.7 -$13 0.8 Mar-92 0.1 $11.00 $82
TITAN PHARMACEUTICALS $2.38 40% -4% $76 $57 $0 $19 $0.3 -$22 2.6 Jan-96 0.5 $5.00 $66
CNS Average   63% -3% $437 $146   $389 $5.1 -$31 5.3   1.3    
CNS Median   62% -5% $197 $57   $166 $2.7 -$24 2.4   0.8    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ABGENIX $9.86 51% -30% $876 $317 $249 $808 $2.0 -$242 1.3 Jul-98 4.9 $2.00 $86
ACUSPHERE $6.26 39% na $108 $48 $0 $60 $1.0 -$30 1.6 Oct-03 0.4 $14.00 $200
AEROGEN $2.20 42% -44% $11 $5 $0 $6 $0.1 -$35 0.1 Nov-00 0.2 $12.00 $233
ALKERMES $11.54 67% -11% $1,039 $146 $127 $1,020 $2.3 -$145 1.0 Jul-91 2.3 $5.00 $70
ANDRX CORP. $22.36 72% 26% $1,628 $332 $12 $1,308 $0.6 na na Jun-96 7.5 $3.00 $155
ARADIGM CORP. $1.28 44% -32% $81 $18 $0 $63 $0.3 -$30 0.6 Jun-96 0.1 $11.00 $114
ATRIX LABORATORIES $30.69 88% 50% $678 $106 $0 $573 $3.6 na na na na na na
BIODELIVERY SCIENCES INTERNATIONAL $2.77 60% -24% $19 $2 $1 $19 $1.0 -$5 0.3 na na na na
DEPOMED $5.22 58% -14% $181 $38 $10 $153 $2.1 -$30 1.3 Nov-97 0.9 $6.10 $33
DOR BIOPHARMA  $0.55 35% -36% $23 $6 $0 $17 $4.3 -$6 1.0 na na na na
DURECT CORP. $1.40 33% -60% $72 $59 $62 $75 $0.7 -$30 2.0 Sep-00 0.1 $12.00 $557
EMISPHERE TECHNOLOGIES $3.07 35% -55% $57 $32 $40 $65 $0.5 -$35 0.9 Feb-89 0.6 $5.00 $15
ENZON PHARMACEUTICALS $15.95 87% 39% $698 $114 $400 $984 $3.1 -$29 3.9 Feb-84 10.6 $1.50 $12
FLAMEL TECHNOLOGIES SA $14.67 38% -56% $315 $111 $2 $206 $1.4 -$4 31.8 na na na na
GENEREX BIOTECHNOLOGY CORP. $1.09 47% -40% $35 $8 $2 $28 $1.1 -$20 0.4 na na na na
GENETRONICS BIOMEDICAL CORP. $2.96 38% -29% $53 $13 $0 $40 $2.0 -$9 1.4 na na na na
KOS PHARMACEUTICALS $35.61 60% 2% $1,337 $108 $30 $1,260 $1.4 na na Mar-97 2.4 $15.00 $233
MACROCHEM CORP. $0.93 49% -1% $36 $12 $0 $24 $1.5 -$9 1.4 Feb-85 0.3 $3.00 $13
MEDICIS PHARMACEUTICAL CORP. $39.04 86% -33% $2,253 $628 $471 $2,096 $6.7 na na na na na na
NASTECH PHARMACEUTICAL COMPANY  $14.29 96% 59% $191 $20 $11 $182 $2.2 -$30 0.7 na na na na
NEKTAR THERAPEUTICS $14.48 58% 14% $1,214 $486 $215 $942 $1.4 -$88 5.5 May-94 3.9 $3.75 $65
NOVAVAX $3.12 36% -57% $123 $23 $42 $142 $1.2 -$31 0.8 na na na na
NOVEN PHARMACEUTICALS $20.84 80% 86% $488 $113 $0 $376 $1.2 na na May-88 37.9 $0.55 $5
SEPRACOR  $48.78 90% 73% $4,273 $502 $1,192 $4,963 $5.0 -$324 1.6 Sep-91 9.8 $5.00 $168
Delivery Average   58% -8% $658 $135   $642 $2.0 -$60 3.0   5.5    
Delivery Median   54% -24% $186 $54   $167 $1.4 -$30 1.3   2.3    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADVANCED MAGNETICS $13.96 85% 45% $110 $18 $0 $92 $4.2 -$3 5.7 na na na na
BIOSITE $48.96 96% 78% $778 $75 $20 $723 $0.9 na na Feb-97 4.1 $12.00 $149
CHOLESTECH CORP. $6.76 66% -15% $96 $18 $0 $79 $0.4 -$1 12.8 Jun-92 1.4 $5.00 $32
DIAGNOSTIC PRODUCTS CORP. $40.87 79% 15% $1,190 $77 $17 $1,130 $0.5 na na Jun-82 10.2 $4.00 $43
DIGENE CORP. $25.96 54% -37% $516 $49 $3 $470 $1.6 na na May-96 2.3 $11.50 $128
ENZO BIOCHEM $15.00 69% -22% $463 $80 $0 $383 $1.8 -$2 40.0 Jun-80 17.2 $0.87 $8
EPIX PHARMACEUTICALS $19.31 73% 23% $444 $76 $0 $368 $4.3 -$20 3.8 Feb-97 2.8 $7.00 $59
EXACT SCIENCES CORP. $3.25 20% -75% $85 $67 $0 $18 $0.2 -$17 4.0 Jan-01 0.2 $14.00 $261
GEN-PROBE $39.87 74% 54% $1,978 $198 $0 $1,780 $2.4 na na Sep-87 5.7 $7.00 $103
IDEXX LABORATORIES $50.74 74% 18% $1,738 $230 $1 $1,510 $0.6 na na Jun-91 13.5 $3.75 $76
IMMUCOR $24.75 98% 94% $748 $13 $14 $749 $2.0 na na na na na na
IMMUNICON $10.00 94% na $230 $25 $7 $212 $2.1 -$29 0.8 Apr-04 1.3 $8.00 $184
LUMINEX CORP. $7.13 53% 13% $222 $38 $0 $184 $1.4 -$4 8.6 Mar-00 0.4 $17.00 $450
MARTEK BIOSCIENCES CORP. $48.64 66% -6% $1,426 $60 $82 $1,448 $3.8 na na Nov-93 6.9 $7.00 $54
MATRITECH $1.17 47% -41% $49 $12 $2 $40 $0.6 -$13 0.9 Jul-92 0.2 $5.00 $22
MERIDIAN BIOSCIENCE  $13.32 100% 35% $198 $3 $22 $218 $0.9 na na na na na na
ORASURE TECHNOLOGIES $6.30 53% -34% $281 $65 $3 $219 $1.3 na na na na na na
QUIDEL CORP. $4.53 32% -29% $143 $40 $10 $113 $0.4 -$9 4.4 Aug-81 0.5 $10.00 $19
SONUS PHARMACEUTICALS $3.71 42% -29% $79 $17 $0 $62 $1.5 -$15 1.1 Oct-95 0.5 $7.00 $60
STRATAGENE $7.19 60% 42% $158 $8 $0 $149 $1.0 na na na na na na
TRINITY BIOTECH PLC $2.99 44% -13% $137 $23 $22 $137 $0.2 na na na na na na
XENOGEN $6.20 76% na $92 $44 $0 $47 $0.3 -$21 2.1 Jul-04 0.9 $7.00 $103
Diagnostic/imag. Average   66% 6% $507 $56   $460 $1.5 -$12 7.7   4.3    
Diagnostic/imag. Median   68% 4% $226 $42   $215 $1.1 -$13 4.0   1.8    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AASTROM BIOSCIENCES $0.93 53% -39% $77 $11 $0 $66 $1.5 -$11 1.0 Feb-97 0.1 $7.00 $88
AVIGEN $3.72 47% -27% $76 $82 $9 $2 $0.0 -$18 4.6 May-96 0.5 $8.00 $58
CELL GENESYS $8.97 55% -29% $401 $230 $148 $319 $1.2 -$104 2.2 Jan-93 0.8 $11.00 $120
CORAUTUS GENETICS  $5.40 70% -6% $73 $15 $4 $62 $2.1 -$9 1.7 na na na na
GENVEC $2.58 57% -9% $143 $25 $6 $124 $1.4 -$19 1.3 Dec-00 0.3 $9.50 $186
INTROGEN THERAPEUTICS $6.28 61% -33% $167 $31 $7 $143 $2.0 -$22 1.4 Oct-00 0.8 $8.00 $167
SIRNA THERAPEUTICS $3.05 37% -47% $115 $30 $3 $88 $1.2 -$25 1.2 Apr-96 0.3 $10.00 $59
TARGETED GENETICS CORP. $1.37 42% -46% $112 $42 $12 $83 $0.9 -$18 2.3 May-94 0.2 $6.00 $54
TRANSGENE SA $2.31 53% -14% $70 $45 $3 $28 $0.2 na na Mar-98 0.1 $43.50 $212
TRANSKARYOTIC THERAPIES $17.73 94% 61% $616 $171 $0 $445 $1.4 -$81 2.1 Oct-96 1.2 $15.00 $234
VALENTIS $2.66 26% na $35 $6 $0 $29 $1.5 -$15 0.4 Sep-97 0.2 $12.00 $161
VICAL $4.80 59% -20% $113 $94 $12 $30 $0.2 -$21 4.4 Mar-93 1.0 $5.00 $52
Gene therapy Average   54% -19% $166 $65   $118 $1.1 -$31 2.1   0.5    
Gene therapy Median   54% -27% $112 $36   $74 $1.3 -$19 1.7   0.3    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADVANCIS $8.36 81% na $191 $58 $3 $136 $1.7 -$34 1.7 Oct-03 0.8 $10.00 $224
ANADYS PHARMACEUTICALS $5.30 61% na $118 $52 $2 $68 $0.8 -$44 1.2 Mar-04 0.8 $7.00 $156
AVANT IMMUNOTHERAPEUTICS $1.71 44% -29% $127 $41 $0 $86 $1.5 -$16 2.6 May-86 0.4 $4.00 $38
CUBIST PHARMACEUTICALS $9.88 61% -2% $398 $87 $197 $508 $1.8 -$72 1.2 Oct-96 1.6 $6.00 $55
DYNAVAX TECHNOLOGIES $7.64 49% na $240 $80 $0 $160 $3.6 -$12 6.9 Feb-04 1.0 $7.50 $236
EPIMMUNE  $1.34 45% -53% $21 $6 $0 $16 $0.4 -$3 1.6 Nov-91 0.0 $91.00 $167
GENELABS TECHNOLOGIES $2.61 80% 56% $230 $27 $0 $203 $2.7 -$12 2.4 Jun-91 0.3 $9.13 $160
IDENIX PHARMACEUTICALS $16.00 94% na $766 $113 $0 $654 $4.6 na na Jul-04 1.1 $14.00 $684
IMMUNE RESPONSE CORP. $1.20 40% -42% $58 $9 $4 $54 $1.1 -$20 0.4 May-90 0.0 $28.00 $77
INHIBITEX $6.76 87% na $124 $58 $2 $68 $1.1 -$58 1.0 Jun-04 1.0 $7.00 $128
INTERMUNE $11.79 48% -37% $383 $315 $267 $335 $1.3 -$52 6.0 Mar-00 0.6 $20.00 $433
INTRABIOTICS PHARMACEUTICALS - $4.00 21% -65% $35 $62 $0 ($27) -$2.7 -$21 3.0 Apr-00 0.3 $15.00 $419
MEDIMMUNE $23.70 68% -26% $5,907 $634 $507 $5,780 $3.5 -$292 2.2 May-91 15.4 $1.54 $114
NABI BIOPHARMACEUTICALS $13.38 75% 63% $780 $126 $24 $678 $1.0 -$70 1.8 na na na na
SIGA TECHNOLOGIES $1.32 44% -33% $31 $0 $0 $31 $1.8 -$8 0.0 Sep-97 0.3 $5.00 $32
TRIMERIS $15.05 53% -40% $328 $81 $0 $248 $2.5 -$65 1.2 Oct-97 1.3 $12.00 $120
VAXGEN $13.35 74% 20% $335 $34 $0 $301 $2.6 -$37 0.9 Jul-99 1.0 $13.00 $146
VICURON PHARMACEUTICALS  $14.68 60% -13% $804 $149 $9 $664 $17.9 -$96 1.6 Sep-00 1.3 $11.00 $249
VION PHARMACEUTICALS $4.21 77% 158% $233 $52 $0 $182 $6.3 -$15 3.5 Aug-95 1.1 $4.00 $32
VIROLOGIC $2.00 45% 45% $107 $11 $0 $97 $0.5 -$6 1.8 May-00 0.3 $7.00 $137
VIROPHARMA $1.93 52% -30% $51 $111 $128 $69 $0.8 -$22 5.1 Nov-96 0.3 $7.00 $65
XOMA LTD $2.32 28% -68% $198 $80 $56 $175 $0.8 -$84 1.0 Jun-86 0.1 $16.00 $140
Infection Average   58% -6% $521 $99   $477 $2.5 -$49 2.2   1.4    
Infection Median   56% -29% $214 $60   $167 $1.6 -$34 1.7   0.8    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AMYLIN PHARMACEUTICALS $20.52 68% -24% $1,930 $227 $177 $1,880 $8.4 -$158 1.4 Jan-92 1.5 $14.00 $240
BIOMARIN PHARMACEUTICAL  $5.19 59% -30% $334 $208 $125 $251 $0.9 -$222 0.9 Aug-99 0.4 $13.00 $449
INSMED $1.68 39% -40% $65 $25 $0 $39 $2.0 -$36 0.7 na na na na
KERYX BIOPHARMACEUTICALS $11.19 56% 235% $343 $51 $0 $292 $12.2 na na Jul-00 1.1 $10.00 $194
MANNKIND $20.04 82% na $656 $124 $0 $531 $2.4 -$73 1.7 Jul-04 1.4 $14.00 $446
METABASIS THERAPEUTICS $5.82 82% na $106 $57 $0 $49 $0.6 -$15 3.9 Jun-04 0.8 $7.00 $127
NPS PHARMACEUTICALS $21.78 59% -20% $842 $266 $192 $768 $2.8 -$166 1.6 May-94 4.0 $5.50 $40
SAVIENT PHARMACEUTICALS $2.30 36% -53% $139 $33 $11 $117 $0.3 -$128 0.3 Sep-83 0.2 $13.00 $68
TERCICA $9.00 75% na $221 $74 $0 $147 $3.6 -$46 1.6 Mar-04 1.0 $9.00 $221
VIVUS $4.50 60% 36% $171 $40 $0 $132 $1.1 -$20 2.0 Apr-94 0.6 $7.00 $164
ZONAGEN $3.62 61% 107% $18 $9 $0 $10 $2.4 -$3 3.0 Mar-93 0.7 $5.50 $19
Metabolic Average   62% 26% $439 $101   $383 $3.3 -$86 1.7   1.2    
Metabolic Median   60% -22% $221 $57   $147 $2.4 -$59 1.6   0.9    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALNYLAM PHARMACEUTICALS $5.76 61% na $111 $56 $2 $57 $0.9 -$31 1.8 May-04 1.0 $6.00 $116
AUXILIUM PHARMACEUTICALS $8.53 85% na $176 $62 $0 $114 $0.8 -$32 1.9 Jul-04 1.1 $7.50 $160
BARRIER THERAPEUTICS $12.16 77% na $265 $47 $0 $219 $5.3 -$40 1.2 Apr-04 0.8 $15.00 $327
CRITICAL THERAPEUTICS $4.16 46% na $232 $62 $1 $171 $1.7 -$32 1.9 May-04 0.6 $7.00 $390
EYETECH PHARMACEUTICALS $33.99 69% na $1,395 $270 $2 $1,126 $7.1 -$124 2.2 Jan-04 1.6 $21.00 $862
MOMENTA PHARMACEUTICALS $8.23 87% na $209 $71 $0 $138 $3.8 -$16 4.6 Jun-04 1.3 $6.50 $165
SANTARUS $9.07 57% na $265 $93 $1 $173 $2.5 -$68 1.4 Mar-04 1.0 $9.00 $263
Other Average   69%   $379 $94   $285 $3.2 -$49 2.1   1.1    
Other Median   69%   $232 $62   $171 $2.5 -$32 1.9   1.0    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AMGEN  $56.81 84% -13% $71,922 $5,003 $3,087 $70,006 $5.4 na na Jun-83 162.3 $0.35 $175
BIOGEN IDEC $61.17 96% 79% $20,699 $948 $861 $20,612 $5.5 na na Sep-91 24.5 $2.50 $131
CHIRON CORP. $44.20 77% -14% $8,297 $698 $1,088 $8,687 $1.6 na na Aug-83 14.7 $3.00 $98
GENENTECH $52.42 77% 30% $55,267 $1,815 $1,340 $54,792 $8.8 na na Oct-80 36.2 $1.45 $246
GENZYME CORP. $54.41 94% 18% $12,405 $1,004 $1,423 $12,825 $2.3 na na Jun-86 21.8 $2.50 $70
GILEAD SCIENCES $37.38 100% 35% $16,095 $1,036 $345 $15,404 $10.8 na na Jan-92 10.0 $3.75 $210
Revenue-driven Average   88% 23% $30,781 $1,751   $30,388 $5.7 na na   44.9    
Revenue-driven Median   89% 24% $18,397 $1,020   $18,008 $5.5 na na   23.1    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
DIVERSA CORP. $8.35 68% 9% $363 $120 $20 $263 $0.7 -$32 3.7 Feb-00 0.3 $24.00 $840
DYAX CORP. $7.64 49% 43% $240 $436 $10 ($186) -$1.7 -$33 13.3 Aug-00 0.5 $15.00 $295
ISIS PHARMACEUTICALS $4.90 49% -24% $281 $189 $230 $322 $0.7 -$105 1.8 May-91 0.5 $10.00 $104
LIGAND PHARMACEUTICALS $10.02 40% -17% $741 $90 $174 $824 $1.8 -$57 1.6 Nov-92 1.2 $8.27 $131
NEUROGEN CORP. $6.46 54% 4% $221 $69 $14 $167 $1.1 -$17 4.1 Oct-89 1.1 $6.00 $35
ONYX PHARMACEUTICALS $43.01 72% 115% $1,501 $250 $0 $1,251 $78.2 -$52 4.8 May-96 3.6 $12.00 $105
REGENERON PHARMACEUTICALS $8.68 46% -51% $483 $323 $200 $360 $5.6 -$58 5.6 Apr-91 0.4 $22.00 $330
SENOMYX $9.00 90% na $227 $51 $0 $176 $2.4 -$14 3.7 Jun-04 1.5 $6.00 $151
Screening Average   59% 12% $507 $191   $397 $11.1 -$46 4.8   1.1    
Screening Median   52% 4% $322 $154   $292 $1.4 -$43 3.9   0.8    
                             
Company 9/30/04 Close % of 52wk High % change from 9/26/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
CARRINGTON LABORATORIES $3.69 67% -10% $39 $3 $4 $41 $0.2 -$0 17.4 na na na na
CELLEGY PHARMACEUTICALS $4.29 62% 48% $100 $9 $0 $91 $4.6 -$11 0.8 Aug-95 0.7 $6.25 $24
CURATIVE HEALTH SERVICES $6.87 37% -60% $89 $6 $0 $83 $0.2 -$13 0.5 Jun-91 0.9 $7.50 $74
LIFECELL CORP. $10.00 87% 56% $284 $19 $0 $266 $1.5 na na Feb-92 1.3 $7.75 $27
LIFECORE BIOMEDICAL $7.00 84% 4% $91 $8 $0 $82 $0.4 na na na na na na
Wound Average   67% 8% $121 $9   $113 $1.4 -$8 6.2   1.0    
Wound Median   67% 4% $91 $8   $83 $0.4 -$11 0.8   0.9    
                           
Grand Average   61% -2% $1,257 $162   $1,182 $2.7 -$49 3.8   3.1    
Grand Median   60% -9% $232 $69   $176 $1.4 -$32 2.0   0.9    



originally published 10/08/2004


Copyright © 2012. Signals (signalsmag.com) is an online magazine of analysis for biotechnology executives. To contact the Signals editorial department, send e-mail to signals_edit@deloitte.com. Signals is published by: Recap, 2033 N Main Street, Suite 1050 , Walnut Creek, California 94596-3722, Phone: (925) 952-3870