Signals vs Noise Article







December 2004 Stock Report

Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
HUMAN GENOME SCIENCES $12.02 81% -9% $1,567 $930 $504 $1,141 $1.0 -$234 4.0 Dec-93 4.0 $3.00 $176
INCYTE CORP. $9.99 90% 46% $738 $534 $418 $622 $1.4 -$254 2.1 Nov-93 5.3 $1.88 $47
MILLENNIUM PHARMACEUTICALS $12.14 61% -35% $3,714 $813 $204 $3,105 $2.0 -$216 3.8 May-96 4.0 $3.00 $273
MYRIAD GENETICS $22.51 89% 75% $690 $119 $0 $571 $1.1 -$42 2.8 Oct-95 2.5 $9.00 $163
OSCIENT PHARMACEUTICALS $3.65 51% 17% $274 $66 $24 $232 $3.7 -$69 1.0 Feb-82 0.3 $11.00 $90
1st Generation Genomics Average   74% 19% $1,397 $492   $1,134 $1.8 -$163 2.7   3.2    
1st Generation Genomics Median   81% 17% $738 $534   $622 $1.4 -$216 2.8   4.0    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AFFYMETRIX $36.55 96% 49% $2,228 $216 $120 $2,132 $2.4 na na Jun-96 4.9 $7.50 $287
CALIPER LIFE SCIENCES $7.53 76% 13% $223 $51 $2 $174 $0.4 -$38 1.3 Dec-99 0.5 $16.00 $333
CEPHEID $9.94 76% 4% $418 $71 $10 $357 $2.0 -$15 4.8 Jun-00 1.7 $6.00 $158
CIPHERGEN BIOSYSTEMS $4.30 37% -62% $126 $29 $32 $128 $0.4 -$53 0.6 Sep-00 0.3 $16.00 $417
COMBIMATRIX CORP. $3.97 43% 19% $123 $19 $0 $104 $1.8 na na na na na na
COMPUGEN LTD $5.15 64% 2% $142 $20 $0 $122 $0.7 na na Sep-00 0.5 $10.00 $0
ILLUMINA $9.48 93% 34% $361 $25 $25 $361 $10.0 -$14 1.8 Jul-00 0.6 $16.00 $515
NANOGEN $7.36 49% -18% $249 $51 $1 $200 $1.5 -$52 1.0 Apr-98 0.7 $11.00 $197
ORCHID BIOSCIENCES $11.50 81% 24% $257 $32 $2 $227 $0.6 -$8 3.8 May-00 1.4 $8.00 $263
SEQUENOM $1.44 32% -55% $57 $45 $15 $27 $0.1 -$40 1.1 Feb-00 0.1 $26.00 $609
TRANSGENOMIC $1.15 35% -43% $33 $1 $6 $38 $0.2 -$16 0.0 Jul-00 0.1 $15.00 $317
Genomic Supply Average   62% -3% $383 $51   $352 $1.8 -$29 1.8   1.1    
Genomic Supply Median   64% 4% $223 $32   $174 $0.7 -$27 1.2   0.6    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ARENA PHARMACEUTICALS $6.70 94% 8% $178 $132 $0 $45 $0.2 -$68 1.9 Jul-00 0.4 $18.00 $394
CELERA GENOMICS GROUP $13.75 76% -1% $1,008 $727 $6 $286 $0.4 -$88 8.3 Feb-00 0.1 $225.00 na
CURAGEN CORP. $7.16 75% -2% $359 $382 $240 $217 $0.7 -$113 3.4 Mar-98 1.2 $5.75 $143
DECODE GENETICS $7.81 57% -5% $426 $84 $62 $404 $1.0 -$53 1.6 Jul-00 0.4 $18.00 $818
EXELIXIS $9.50 89% 35% $711 $176 $108 $642 $1.1 -$117 1.5 Apr-00 0.7 $13.00 $520
GENAISSANCE PHARMACEUTICALS $2.13 48% -29% $66 $5 $11 $73 $0.7 -$31 0.1 Aug-00 0.2 $13.00 $288
GENE LOGIC  $3.68 58% -29% $116 $110 $1 $8 $0.0 -$18 6.3 Nov-97 0.5 $8.00 $109
GENENCOR INTERNATIONAL $16.40 97% 4% $978 $177 $65 $866 $0.7 na na Jul-00 0.9 $18.00 $1,045
ICORIA INC. $0.65 38% -56% $24 $12 $7 $19 $0.1 -$15 0.8 May-00 0.1 $7.00 $177
LARGE SCALE BIOLOGY CORP. $1.26 46% -32% $39 $8 $0 $32 $0.4 -$16 0.5 Aug-00 0.1 $17.00 $388
LEXICON GENETICS $7.76 94% 32% $492 $132 $56 $416 $0.7 -$67 2.0 Apr-00 0.4 $22.00 $1,037
LYNX THERAPEUTICS $3.82 56% -40% $29 $3 $0 $26 $0.3 -$14 0.2 na na na na
MAXYGEN $12.79 100% 20% $452 $115 $0 $338 $1.2 -$54 2.1 Dec-99 0.8 $16.00 $465
NUVELO $9.85 60% -6% $317 $92 $19 $244 $3.9 -$44 2.1 Sep-97 0.7 $14.00 $175
RIGEL PHARMACEUTICALS $24.42 84% 27% $478 $84 $3 $397 $3.1 -$49 1.7 Nov-00 3.5 $7.00 $230
SANGAMO BIOSCIENCES $6.00 81% 10% $151 $39 $0 $113 $2.0 -$13 2.9 Apr-00 0.4 $15.00 $312
ZYMOGENETICS $23.00 93% 48% $1,316 $265 $51 $1,102 $3.1 -$98 2.7 Feb-01 1.9 $12.00 $547
Genomic Targets Average   73% -1% $420 $150   $307 $1.1 -$54 2.4   0.8    
Genomic Targets Median   76% -1% $359 $110   $244 $0.7 -$51 2.0   0.4    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALEXION PHARMACEUTICALS $25.20 96% 48% $701 $207 $120 $614 $3.2 -$80 2.6 Feb-96 3.1 $8.25 $62
ATHEROGENICS $23.56 56% 59% $880 $101 $100 $879 $9.1 -$66 1.5 Aug-00 2.9 $8.00 $184
CONNETICS CORP. $24.29 80% 34% $865 $50 $90 $905 $4.2 na na Feb-96 2.2 $11.00 $81
CORTECH $3.14 89% 9% $11 $11 $0 ($0) ($0.2) -$1 22.8 Nov-92 0.1 $40.00 $116
CYPRESS BIOSCIENCE $14.06 84% -6% $421 $119 $0 $302 $20.1 -$29 4.1 Dec-83 0.2 $80.00 $33
ICOS CORP. $28.28 63% -31% $1,797 $326 $279 $1,750 $2.6 -$208 1.6 Jun-91 3.5 $8.00 $172
INKINE PHARMACEUTICAL CO. $5.43 82% 12% $265 $11 $1 $255 $4.5 na na na na na na
LA JOLLA PHARMACEUTICAL CO. $1.67 40% -61% $103 $47 $2 $58 $0.5 -$34 1.4 Jun-94 0.3 $5.00 $43
PROTEIN DESIGN LABS $20.66 75% 15% $1,973 $452 $259 $1,780 $3.2 -$50 9.0 Jan-92 2.8 $7.50 $191
TANOX $15.20 76% 2% $668 $130 $5 $543 $4.6 -$16 7.9 Apr-00 0.5 $28.50 $1,193
Autoimmune Average   74% 8% $768 $145   $709 $5.2 -$60 6.4   1.7    
Autoimmune Median   78% 11% $685 $110   $578 $3.7 -$42 3.3   2.2    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALLOS THERAPEUTICS $2.40 41% -33% $75 $35 $0 $40 $0.7 -$29 1.2 Mar-00 0.1 $18.00 $604
ANTIGENICS  $10.12 81% -11% $461 $121 $8 $348 $1.6 -$69 1.8 Feb-00 0.6 $18.00 $429
APHTON CORP. $3.11 36% -48% $118 $56 $11 $72 $1.4 -$27 2.1 na na na na
ARIAD PHARMACEUTICALS $7.43 54% 0% $391 $82 $8 $317 $6.1 -$37 2.2 May-94 0.9 $8.00 $124
AVI BIOPHARMA $2.35 49% -42% $85 $30 $0 $55 $0.5 -$29 1.0 Jun-97 0.3 $9.00 $103
BIOMIRA  $2.41 58% 63% $175 $23 $0 $152 $1.0 -$15 1.6 Jun-87 0.5 $4.40 $43
BOSTON LIFE SCIENCES $0.57 33% -54% $20 $6 $4 $18 $1.5 -$17 0.3 na na na na
CANCERVAX $10.85 81% 14% $290 $81 $4 $214 $1.4 -$51 1.6 Oct-03 0.9 $12.00 $308
CELGENE CORP. $26.52 81% -41% $4,366 $714 $400 $4,052 $6.0 na na Jul-87 7.2 $3.66 $55
CELL THERAPEUTICS $8.14 81% -6% $497 $144 $192 $544 $1.5 -$150 1.0 Mar-97 0.8 $10.00 $166
CORIXA CORP. $3.64 50% -40% $216 $122 $153 $247 $0.7 -$42 2.9 Oct-97 0.3 $13.00 $152
CYTOGEN CORP. $11.52 69% 6% $178 $22 $0 $156 $2.6 -$18 1.2 Jun-86 0.9 $13.00 $148
CYTOKINETICS $10.25 57% na $291 $19 $2 $274 $1.7 -$37 0.5 Apr-04 0.8 $13.00 $368
DENDREON CORP. $10.78 64% 34% $636 $189 $3 $449 $3.1 -$63 3.0 Jun-00 1.1 $10.00 $210
DUSA PHARMACEUTICALS $14.30 95% 183% $241 $52 $2 $191 $3.8 -$17 3.1 Jan-92 2.4 $6.00 $30
ENTREMED $3.24 66% -2% $120 $27 $0 $94 $2.1 -$18 1.5 Jun-96 0.2 $15.00 $182
EXEGENICS  $0.34 26% -62% $6 $9 $0 ($4) ($0.5) -$2 4.5 na na na na
GENAERA CORP. $3.42 65% 5% $194 $26 $0 $169 $7.3 -$16 1.6 Dec-91 0.4 $9.00 $62
GENITOPE $17.04 97% 86% $408 $77 $0 $331 $3.6 -$27 2.9 Oct-03 1.9 $9.00 $145
GENTA INC. $1.76 11% -83% $141 $39 $45 $147 $1.0 -$117 0.3 Dec-91 0.0 $100.00 $123
GERON CORP. $7.97 64% -20% $364 $95 $5 $274 $5.2 -$36 2.7 Jul-96 1.0 $8.00 $77
GTX $13.49 84% na $333 $77 $0 $255 $6.1 -$18 4.3 Feb-04 0.9 $14.50 $358
IMCLONE SYSTEMS  $46.08 53% 16% $3,813 $309 $240 $3,744 $8.9 na na Nov-91 6.6 $7.00 $107
IMMUNOGEN $8.84 71% 75% $361 $103 $0 $258 $2.2 na na Nov-89 0.9 $10.00 $60
IMMUNOMEDICS $3.04 49% -33% $164 $15 $17 $166 $1.5 -$27 0.6 Oct-83 2.4 $1.25 $25
MAXIM PHARMACEUTICALS $3.02 29% -66% $86 $61 $1 $27 $0.3 -$47 1.3 Jul-96 0.4 $7.50 $50
MEDAREX $10.78 93% 73% $921 $298 $289 $912 $2.2 -$174 1.7 Jun-91 3.6 $3.00 $31
NEOPHARM $12.51 55% -31% $291 $88 $0 $203 $1.9 -$59 1.5 Jan-96 3.9 $3.18 $28
NEORX CORP. $2.09 35% -50% $64 $28 $4 $41 $1.1 -$19 1.5 Aug-88 0.1 $28.00 $102
OSI PHARMACEUTICALS $74.85 76% 132% $3,790 $671 $310 $3,429 $7.1 -$199 3.4 Apr-86 12.5 $6.00 $53
OXIGENE $5.50 49% -32% $92 $37 $0 $55 $5.0 -$11 3.3 Oct-93 0.9 $6.00 $28
PHARMION $42.21 72% 177% $1,336 $291 $0 $1,045 $17.7 -$40 7.3 Nov-03 3.0 $14.00 $358
PRAECIS PHARMACEUTICALS $1.90 25% -70% $100 $112 $32 $20 $0.1 -$59 1.9 Apr-00 0.2 $10.00 $400
PROGENICS PHARMACEUTICALS $17.16 73% -9% $296 $36 $0 $260 $2.3 -$44 0.8 Nov-97 2.1 $8.00 $70
QLT  $16.08 52% -15% $1,119 $537 $173 $755 $2.3 na na Sep-86 14.9 $1.08 $22
SCICLONE PHARMACEUTICALS $3.70 45% -45% $165 $57 $6 $114 $1.1 -$12 4.9 Mar-92 0.5 $7.45 $63
SEATTLE GENETICS $6.53 60% -24% $274 $16 $0 $258 $2.4 -$144 0.1 Mar-01 0.9 $7.00 $207
SPECTRUM PHARMACEUTICALS $6.66 66% -20% $97 $22 $0 $74 $4.6 -$9 2.5 na na na na
SUPERGEN $7.05 50% -36% $354 $26 $6 $334 $2.9 -$85 0.3 Mar-96 1.2 $6.00 $21
TAPESTRY PHARMACEUTICALS $0.97 29% -51% $32 $27 $6 $11 $0.2 -$26 1.1 Apr-94 0.2 $5.00 $41
VERNALIS $3.20 67% 34% $12 $7 $0 $5 $0.1 -$52 0.1 May-96 0.4 $7.20 $178
XCYTE THERAPIES $2.76 56% na $46 $35 $2 $13 $0.2 -$24 1.4 Mar-04 0.3 $8.00 $134
XENOVA PLC $1.30 46% -29% $341 $26 $0 $315 $2.2 na na Jul-94 0.1 $16.00 $90
Cancer Average   58% -1% $543 $113   $475 $2.9 -$49 2.0   2.0    
Cancer Median   57% -20% $241 $52   $203 $2.1 -$32 1.6   0.9    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
CORGENTECH $8.28 38% na $230 $146 $1 $86 $1.2 -$35 4.1 Feb-04 0.5 $16.00 $445
CV THERAPEUTICS $23.00 93% 56% $746 $409 $297 $634 $2.4 -$149 2.7 Nov-96 2.9 $8.00 $48
ENCYSIVE PHARMACEUTICALS $9.93 83% 11% $573 $94 $2 $481 $5.2 -$49 1.9 Dec-93 1.5 $6.75 $88
MEDICINES COMPANY $28.80 80% -2% $1,386 $129 $0 $1,256 $6.6 na na Sep-00 1.8 $16.00 $506
MYOGEN $8.07 42% -44% $288 $82 $3 $210 $3.7 -$53 1.6 Oct-03 0.6 $14.00 $358
NITROMED $26.65 98% 271% $702 $173 $0 $529 $12.9 -$18 9.4 Nov-03 2.4 $11.00 $264
QUESTCOR PHARMACEUTICALS $0.53 46% -28% $27 $7 $4 $24 $0.5 -$2 4.1 na na na na
Cardiovascular Average   68% 44% $565 $149   $460 $4.6 -$51 4.0   1.6    
Cardiovascular Median   80% 4% $573 $129   $481 $3.7 -$42 3.4   1.6    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ACCELRYS $7.80 34% -24% $207 $141 $0 $66 $0.1 -$25 5.7 Dec-95 0.5 $16.00 $158
ALBANY MOLECULAR RESEARCH $11.14 64% -26% $354 $112 $58 $299 $0.4 -$83 1.4 Feb-99 1.1 $10.00 $280
ARGONAUT TECHNOLOGIES $0.96 40% -45% $20 $9 $0 $10 $0.1 -$8 1.2 Jul-00 0.1 $15.00 $253
ARQULE $5.79 73% 19% $167 $60 $6 $112 $0.4 -$1 116.3 Oct-96 0.5 $12.00 $114
ARRAY BIOPHARMA  $9.52 80% 67% $276 $105 $0 $171 $0.7 -$14 7.3 Nov-01 1.3 $7.50 $168
BIOCRYST PHARMACEUTICALS $5.78 51% -16% $126 $24 $0 $101 $2.2 -$20 1.2 Mar-94 0.9 $6.50 $47
DISCOVERY PARTNERS INTER. $4.71 72% -23% $123 $74 $0 $49 $0.2 na na Jul-00 0.3 $18.00 $428
KOSAN BIOSCIENCES $6.93 46% -30% $201 $70 $4 $135 $1.0 -$21 3.4 Oct-00 0.5 $14.00 $341
SYMYX TECHNOLOGIES $30.05 93% 46% $966 $146 $0 $821 $3.5 na na Nov-99 2.1 $14.00 $398
VERTEX PHARMACEUTICALS $10.57 87% 2% $849 $481 $315 $683 $0.9 -$177 2.7 Jul-91 2.3 $4.50 $85
Chemistry Average   64% -3% $329 $122   $245 $1.0 -$44 17.4   1.0    
Chemistry Median   68% -20% $204 $89   $124 $0.6 -$21 3.0   0.7    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ACADIA PHARMACEUTICALS $6.77 85% na $114 $51 $1 $64 $0.6 -$24 2.2 May-04 1.0 $7.00 $118
ADOLOR CORP. $9.92 55% -50% $388 $184 $0 $204 $1.6 -$52 3.5 Nov-00 0.7 $15.00 $407
CEPHALON $50.88 83% 5% $2,935 $1,218 $1,412 $3,129 $1.9 -$27 44.8 Apr-91 2.8 $18.00 $155
CORCEPT THERAPEUTICS $6.25 49% na $142 $8 $0 $134 $19.1 -$14 0.6 Apr-04 0.5 $12.00 $272
DOV PHARMACEUTICAL $18.05 89% 35% $387 $43 $15 $359 $10.0 -$34 1.3 Apr-02 1.4 $13.00 $188
GUILFORD PHARMACEUTICALS  $4.95 51% -27% $220 $86 $92 $226 $0.9 -$85 1.0 Jun-94 0.9 $5.33 $30
INDEVUS PHARMACEUTICALS $5.96 58% 1% $280 $44 $72 $308 $11.4 -$74 0.6 Mar-90 3.0 $2.00 $31
MEMORY PHARMACEUTICALS $5.32 49% na $109 $18 $0 $91 $1.2 -$24 0.8 Apr-04 0.8 $7.00 $143
NEUROBIOLOGICAL TECHNOLOGIES $4.42 63% -24% $118 $20 $0 $98 $8.9 -$4 4.9 Feb-94 0.6 $8.00 $30
NEUROCRINE BIOSCIENCES $49.30 71% -10% $1,798 $366 $47 $1,479 $4.7 -$45 8.2 May-96 4.7 $10.50 $172
NEW RIVER PHARMACEUTICALS $14.96 67% na $266 $34 $0 $232 $10.5 -$5 7.5 Aug-04 1.9 $8.00 $142
NYMOX PHARMACEUTICAL CORP. $2.81 52% -17% $70 $0 $1 $70 $3.3 -$4 na na na na na
PAIN THERAPEUTICS $7.21 73% 4% $314 $120 $0 $195 $6.5 -$36 3.3 Jul-00 0.6 $12.00 $319
PHARMOS CORP. $1.42 29% -59% $134 $59 $16 $92 $1.7 -$21 2.8 Jul-83 0.1 $20.00 $16
RENOVIS $14.38 82% na $353 $103 $3 $253 $3.5 -$39 2.6 Feb-04 1.2 $12.00 $295
STEMCELLS $4.23 68% 114% $230 $7 $2 $224 $8.0 -$13 0.5 Mar-92 0.4 $11.00 $82
TITAN PHARMACEUTICALS $3.22 55% 10% $104 $52 $0 $52 $0.9 -$22 2.3 Jan-96 0.6 $5.00 $66
CNS Average   63% -2% $468 $142   $424 $5.6 -$31 5.4   1.3    
CNS Median   63% -4% $230 $51   $204 $3.5 -$24 2.5   0.8    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ABGENIX $10.34 53% -16% $921 $257 $249 $913 $2.3 -$242 1.1 Jul-98 5.2 $2.00 $86
ACUSPHERE $6.13 58% -30% $109 $40 $0 $69 $1.2 -$30 1.3 Oct-03 0.4 $14.00 $200
AEROGEN $1.96 49% -11% $10 $12 $0 ($2) ($0.0) -$35 0.3 Nov-00 0.2 $12.00 $233
ALKERMES $14.09 82% 4% $1,270 $110 $127 $1,287 $3.0 -$145 0.8 Jul-91 2.8 $5.00 $70
ANDRX CORP. $21.83 71% -9% $1,591 $332 $12 $1,271 $0.6 na na Jun-96 7.3 $3.00 $155
ARADIGM CORP. $1.73 59% 1% $111 $11 $0 $100 $0.5 -$30 0.4 Jun-96 0.2 $11.00 $114
BIODELIVERY SCIENCES INTL. $3.52 77% 30% $25 $2 $1 $24 $1.3 -$5 0.4 na na na na
DEPOMED $5.40 60% -24% $187 $31 $10 $166 $2.2 -$30 1.0 Nov-97 0.9 $6.10 $33
DOR BIOPHARMA  $0.64 41% -18% $27 $5 $0 $23 $5.7 -$6 0.8 na na na na
DURECT CORP. $3.28 77% 31% $170 $52 $62 $180 $1.7 -$30 1.8 Sep-00 0.3 $12.00 $557
EMISPHERE TECHNOLOGIES $4.02 46% -26% $74 $23 $40 $92 $0.8 -$35 0.7 Feb-89 0.8 $5.00 $15
ENZON PHARMACEUTICALS $13.72 75% 15% $601 $107 $400 $894 $2.8 -$29 3.6 Feb-84 9.1 $1.50 $12
FLAMEL TECHNOLOGIES SA $19.49 61% -27% $418 $110 $2 $310 $2.1 -$4 31.6 na na na na
GENEREX BIOTECHNOLOGY CORP. $0.75 40% -44% $26 $3 $2 $25 $1.0 -$20 0.2 na na na na
GENETRONICS BIOMEDICAL CORP. $3.94 51% -21% $72 $11 $0 $61 $3.1 -$9 1.2 na na na na
KOS PHARMACEUTICALS $37.64 63% -12% $1,499 $108 $30 $1,422 $1.6 na na Mar-97 2.5 $15.00 $233
MACROCHEM CORP. $0.73 39% -14% $28 $10 $0 $18 $1.1 -$9 1.2 Feb-85 0.2 $3.00 $13
MEDICIS PHARMACEUTICAL CORP. $35.11 78% -51% $1,921 $628 $471 $1,763 $5.7 na na na na na na
NASTECH PHARMACEUTICAL CO.  $12.10 73% 26% $163 $69 $11 $105 $1.3 -$30 2.3 na na na na
NEKTAR THERAPEUTICS $20.24 81% 49% $1,699 $464 $215 $1,450 $2.2 -$88 5.3 May-94 5.4 $3.75 $65
NOVAVAX $3.26 47% -46% $129 $16 $42 $155 $1.3 -$31 0.5 na na na na
NOVEN PHARMACEUTICALS $17.06 66% 12% $400 $113 $0 $288 $0.9 na na May-88 31.0 $0.55 $5
SEPRACOR  $59.37 96% 148% $6,239 $421 $1,192 $7,010 $7.1 -$324 1.3 Sep-91 11.9 $5.00 $168
Delivery Average   63% -1% $769 $128   $766 $2.1 -$60 2.9   5.2    
Delivery Median   61% -12% $170 $52   $166 $1.6 -$30 1.1   2.5    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADVANCED MAGNETICS $15.72 90% 21% $126 $17 $0 $109 $4.9 -$3 5.5 na na na na
BIOSITE $61.54 97% 113% $997 $75 $20 $942 $1.2 na na Feb-97 5.1 $12.00 $149
CHOLESTECH CORP. $8.20 80% 7% $118 $17 $0 $100 $0.5 -$1 12.5 Jun-92 1.6 $5.00 $32
DIAGNOSTIC PRODUCTS CORP. $55.05 97% 20% $1,606 $77 $17 $1,546 $0.7 na na Jun-82 13.8 $4.00 $43
DIGENE CORP. $26.15 54% -35% $522 $49 $3 $475 $1.6 na na May-96 2.3 $11.50 $128
ENZO BIOCHEM $19.47 94% 9% $631 $79 $0 $552 $2.5 -$2 39.7 Jun-80 22.4 $0.87 $8
EPIX PHARMACEUTICALS $17.91 68% 10% $414 $71 $0 $343 $4.0 -$20 3.5 Feb-97 2.6 $7.00 $59
EXACT SCIENCES CORP. $3.83 38% -62% $100 $63 $0 $37 $0.5 -$17 3.8 Jan-01 0.3 $14.00 $261
GEN-PROBE ORPORATED $45.21 84% 24% $2,253 $198 $0 $2,055 $2.8 na na Sep-87 6.5 $7.00 $103
IDEXX LABORATORIES $54.59 79% 18% $1,837 $230 $1 $1,609 $0.7 na na Jun-91 14.6 $3.75 $76
IMMUCOR $23.51 81% 159% $1,053 $13 $14 $1,054 $2.9 na na na na na na
IMMUNICON $6.98 66% na $161 $17 $7 $151 $1.5 -$29 0.6 Apr-04 0.9 $8.00 $185
LUMINEX CORP. $8.88 66% -5% $277 $37 $0 $240 $1.8 -$4 8.4 Mar-00 0.5 $17.00 $450
MARTEK BIOSCIENCES CORP. $51.20 70% -21% $1,511 $60 $82 $1,532 $4.0 na na Nov-93 7.3 $7.00 $54
MATRITECH $1.06 53% -44% $45 $8 $2 $39 $0.6 -$13 0.7 Jul-92 0.2 $5.00 $22
MERIDIAN BIOSCIENCE  $17.55 85% 68% $264 $3 $22 $284 $1.2 na na na na na na
ORASURE TECHNOLOGIES $6.72 56% -16% $299 $65 $3 $238 $1.4 na na na na na na
QUIDEL CORP. $5.08 36% -53% $161 $38 $10 $133 $0.5 -$9 4.1 Aug-81 0.5 $10.00 $19
SONUS PHARMACEUTICALS $3.53 40% -31% $75 $13 $0 $62 $1.5 -$15 0.9 Oct-95 0.5 $7.00 $60
STRATAGENE $7.75 65% 99% $171 $8 $0 $163 $1.1 na na na na na na
TRINITY BIOTECH PLC $2.96 62% -47% $166 $23 $22 $166 $0.3 na na na na na na
XENOGEN $7.00 86% na $103 $39 $0 $64 $0.5 -$21 1.9 Jul-04 1.0 $7.00 $103
Diagnostic/imag. Average   70% 12% $586 $55   $541 $1.7 -$12 7.4   5.0    
Diagnostic/imag. Median   69% 8% $270 $39   $239 $1.3 -$13 3.8   2.0    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AASTROM BIOSCIENCES $1.42 47% 7% $131 $8 $0 $123 $2.8 -$11 0.8 Feb-97 0.2 $7.00 $88
AVIGEN $3.26 41% -45% $66 $70 $9 $5 $0.1 -$18 3.9 May-96 0.4 $8.00 $58
CELL GENESYS $8.10 50% -37% $364 $204 $148 $308 $1.1 -$104 2.0 Jan-93 0.7 $11.00 $120
CORAUTUS GENETICS  $5.38 70% 20% $73 $13 $4 $64 $2.1 -$9 1.4 na na na na
GENVEC $1.63 37% -51% $91 $20 $6 $76 $0.9 -$19 1.1 Dec-00 0.2 $9.50 $186
INTROGEN THERAPEUTICS $8.44 83% 0% $229 $26 $7 $211 $2.9 -$22 1.2 Oct-00 1.1 $8.00 $167
SIRNA THERAPEUTICS $3.17 49% -39% $120 $24 $3 $99 $1.4 -$25 0.9 Apr-96 0.3 $10.00 $59
TARGETED GENETICS CORP. $1.55 47% -29% $127 $37 $12 $102 $1.1 -$18 2.1 May-94 0.3 $6.00 $54
TRANSGENE SA $2.80 64% 9% $84 $45 $3 $42 $0.3 na na Mar-98 0.1 $43.50 $212
TRANSKARYOTIC THERAPIES $25.39 96% 63% $883 $151 $0 $732 $2.3 -$81 1.9 Oct-96 1.7 $15.00 $234
VALENTIS $2.50 24% -7% $33 $2 $0 $31 $1.6 -$15 0.1 Sep-97 0.2 $12.00 $161
VICAL  $4.70 58% -4% $110 $89 $12 $33 $0.2 -$21 4.2 Mar-93 0.9 $5.00 $52
Gene therapy Average   55% -10% $193 $57   $152 $1.4 -$31 1.8   0.6    
Gene therapy Median   49% -6% $115 $31   $88 $1.3 -$19 1.4   0.3    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADVANCIS $3.82 38% -49% $87 $49 $3 $41 $0.5 -$34 1.5 Oct-03 0.4 $10.00 $224
ANADYS PHARMACEUTICALS $7.49 86% na $167 $41 $2 $128 $1.6 -$44 0.9 Mar-04 1.1 $7.00 $156
AVANT IMMUNOTHERAPEUTICS $2.01 51% -27% $149 $37 $0 $112 $1.9 -$16 2.4 May-86 0.5 $4.00 $38
CUBIST PHARMACEUTICALS $11.83 74% -3% $477 $189 $197 $485 $1.7 -$72 2.6 Oct-96 2.0 $6.00 $55
DYNAVAX TECHNOLOGIES $8.00 80% na $197 $77 $0 $120 $2.7 -$12 6.6 Feb-04 1.1 $7.50 $185
EPIMMUNE  $1.66 56% -8% $27 $5 $0 $22 $0.6 -$3 1.4 Nov-91 0.0 $91.00 $167
GENELABS TECHNOLOGIES $1.20 37% -58% $106 $25 $0 $81 $1.1 -$12 2.1 Jun-91 0.1 $9.13 $160
IDENIX PHARMACEUTICALS $17.15 91% na $822 $113 $0 $710 $5.0 na na Jul-04 1.2 $14.00 $684
IMMUNE RESPONSE CORP. $1.61 66% 7% $78 $4 $4 $79 $1.7 -$20 0.2 May-90 0.1 $28.00 $77
INHIBITEX $8.04 63% na $147 $43 $2 $106 $1.7 -$58 0.7 Jun-04 1.1 $7.00 $128
INTERMUNE $13.26 62% -43% $425 $302 $267 $390 $1.5 -$52 5.8 Mar-00 0.7 $20.00 $433
INTRABIOTICS PHARMACEUTICALS  $4.08 21% -75% $36 $54 $0 ($18) ($1.8) -$21 2.6 Apr-00 0.3 $15.00 $419
NABI BIOPHARMACEUTICALS $14.65 82% 15% $856 $108 $24 $771 $1.1 -$70 1.5 na na na na
SIGA TECHNOLOGIES $1.66 59% -28% $41 $1 $0 $39 $2.3 -$8 0.2 Sep-97 0.3 $5.00 $32
TRIMERIS $14.17 75% -32% $310 $64 $0 $246 $2.5 -$65 1.0 Oct-97 1.2 $12.00 $120
VAXGEN $17.00 91% 115% $499 na na na na -$37 na Jul-99 1.3 $13.00 $146
VICURON PHARMACEUTICALS  $17.41 71% -7% $1,048 $199 $9 $857 $23.2 -$96 2.1 Sep-00 1.6 $11.00 $249
VION PHARMACEUTICALS $4.69 85% 197% $262 $48 $0 $214 $7.4 -$15 3.2 Aug-95 1.2 $4.00 $32
VIROLOGIC $2.79 63% -26% $151 $9 $0 $142 $0.8 -$6 1.5 May-00 0.4 $7.00 $137
VIROPHARMA ORPORATED $3.25 87% 17% $87 $105 $128 $109 $1.2 -$22 4.9 Nov-96 0.5 $7.00 $65
XOMA LTD $2.59 34% -61% $222 $59 $56 $219 $1.0 -$84 0.7 Jun-86 0.2 $16.00 $140
Infection Average   65% -4% $295 $77   $243 $2.9 -$37 2.2   0.8    
Infection Median   66% -26% $167 $52   $124 $1.6 -$28 1.5   0.6    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AMYLIN PHARMACEUTICALS $23.36 87% 5% $2,204 $188 $177 $2,194 $9.8 -$158 1.2 Jan-92 1.7 $14.00 $240
BIOMARIN PHARMACEUTICAL  $6.39 72% -18% $412 $153 $125 $385 $1.4 -$222 0.7 Aug-99 0.5 $13.00 $449
INSMED $2.20 51% -26% $85 $16 $0 $68 $3.4 -$36 0.5 na na na na
KERYX BIOPHARMACEUTICALS $11.57 58% 149% $360 $51 $0 $309 $12.9 na na Jul-00 1.2 $10.00 $194
MANNKIND $15.75 65% na $517 $106 $0 $411 $1.8 -$73 1.5 Jul-04 1.1 $14.00 $446
METABASIS THERAPEUTICS $7.25 98% na $132 $53 $0 $78 $1.0 -$15 3.7 Jun-04 1.0 $7.00 $127
NPS PHARMACEUTICALS $18.28 50% -40% $709 $225 $192 $676 $2.5 -$166 1.4 May-94 3.3 $5.50 $40
SAVIENT PHARMACEUTICALS $2.71 49% -41% $164 $1 $11 $174 $0.4 -$128 0.0 Sep-83 0.2 $13.00 $68
TERCICA $10.00 83% na $246 $63 $0 $183 $4.5 -$46 1.4 Mar-04 1.1 $9.00 $221
VIVUS $4.45 60% 17% $170 $35 $0 $135 $1.1 -$20 1.8 Apr-94 0.6 $7.00 $164
ZONAGEN $4.33 73% 134% $22 $8 $0 $14 $3.5 -$3 2.8 Mar-93 0.8 $5.50 $19
Metabolic Average   68% 23% $456 $82   $421 $3.8 -$86 1.5   1.2    
Metabolic Median   65% -6% $246 $53   $183 $2.5 -$59 1.4   1.1    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALNYLAM PHARMACEUTICALS $7.47 68% na $150 $48 $2 $104 $1.7 -$31 1.6 May-04 1.2 $6.00 $121
AUXILIUM PHARMACEUTICALS $8.85 87% na $182 $54 $0 $129 $0.9 -$32 1.7 Jul-04 1.2 $7.50 $160
BARRIER THERAPEUTICS $16.60 82% na $363 $37 $0 $326 $8.0 -$40 0.9 Apr-04 1.1 $15.00 $328
CRITICAL THERAPEUTICS $8.00 45% na $192 $54 $1 $140 $1.4 -$32 1.7 May-04 1.1 $7.00 $168
EYETECH PHARMACEUTICALS $45.50 93% na $1,891 $239 $2 $1,653 $10.4 -$124 1.9 Jan-04 2.2 $21.00 $873
MOMENTA PHARMACEUTICALS $7.06 74% na $256 $67 $0 $189 $5.2 -$16 4.3 Jun-04 1.1 $6.50 $236
SANTARUS $9.04 57% na $328 $76 $1 $252 $3.6 -$68 1.1 Mar-04 1.0 $9.00 $326
Other Average   72% na $480 $82   $399 $4.5 -$49 1.9   1.3    
Other Median   74% na $256 $54   $189 $3.6 -$32 1.7   1.1    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AMGEN $64.15 96% 4% $81,479 $5,003 $3,087 $79,563 $6.2 na na Jun-83 183.3 $0.35 $175
BIOGEN IDEC $66.61 98% 81% $22,218 $948 $861 $22,131 $5.9 na na Sep-91 26.6 $2.50 $131
CHIRON CORP. $33.33 62% -42% $6,227 $698 $1,088 $6,617 $1.2 na na Aug-83 11.1 $3.00 $98
GENENTECH $54.44 80% 16% $57,141 $1,815 $1,340 $56,666 $9.1 na na Oct-80 37.5 $1.45 $246
GENZYME CORP. $58.07 96% 18% $13,325 $1,004 $1,423 $13,745 $2.4 na na Jun-86 23.2 $2.50 $70
GILEAD SCIENCES $34.99 89% 20% $15,148 $1,036 $345 $14,457 $10.1 na na Jan-92 9.3 $3.75 $210
MEDIMMUNE $27.11 94% 7% $6,743 $561 $507 $6,688 $4.1 -$292 1.9 May-91 17.6 $1.54 $114
Revenue-driven Average   88% 16% $28,897 $1,581   $28,552 $5.6 na na   44.1    
Revenue-driven Median   94% 16% $15,148 $1,004   $14,457 $5.9 na na   23.2    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
DIVERSA CORP. $8.74 71% -6% $382 $111 $20 $290 $0.8 -$32 3.5 Feb-00 0.4 $24.00 $840
DYAX CORP. $7.22 46% -11% $228 $60 $10 $178 $1.6 -$33 1.8 Aug-00 0.5 $15.00 $295
ISIS PHARMACEUTICALS $5.90 60% -9% $338 $162 $230 $406 $0.9 -$105 1.5 May-91 0.6 $10.00 $104
LIGAND PHARMACEUTICALS $11.64 47% -21% $861 $76 $174 $958 $2.1 -$57 1.3 Nov-92 1.4 $8.27 $131
NEUROGEN CORP. $9.36 82% 11% $321 $65 $14 $270 $1.7 -$17 3.8 Oct-89 1.6 $6.00 $35
ONYX PHARMACEUTICALS $32.39 54% 15% $1,142 $237 $0 $905 $56.6 -$52 4.5 May-96 2.7 $12.00 $105
REGENERON PHARMACEUTICALS $9.21 54% -37% $513 $309 $200 $405 $6.3 -$58 5.3 Apr-91 0.4 $22.00 $330
SENOMYX $8.28 70% na $209 $48 $0 $161 $2.2 -$14 3.5 Jun-04 1.4 $6.00 $151
Screening Average   61% -8% $499 $133   $447 $9.0 -$46 3.2   1.1    
Screening Median   57% -9% $360 $94   $347 $1.9 -$43 3.5   1.0    
                             
Company

12/31/04 Close

% of 52wk High % change since 12/31/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Surviva Index (Yrs)l IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
CARRINGTON LABORATORIES $6.13 89% 49% $65 $2 $4 $67 $0.3 -$0 17.1 na na na na
CELLEGY PHARMACEUTICALS $2.87 41% -8% $75 $6 $0 $69 $3.4 -$11 0.6 Aug-95 0.5 $6.25 $24
CURATIVE HEALTH SERVICES $6.85 47% -50% $89 $3 $0 $86 $0.2 -$13 0.2 Jun-91 0.9 $7.50 $74
LIFECELL CORP. $10.22 89% 65% $291 $19 $0 $272 $1.6 na na Feb-92 1.3 $7.75 $27
LIFECORE BIOMEDICAL $11.26 74% 87% $146 $8 $0 $138 $0.7 na na na na na na
Wound Average   68% 29% $133 $8   $126 $1.2 -$8 6.0   0.9    
Wound Median   74% 49% $89 $6   $86 $0.7 -$11 0.6   0.9    
                           
Overall Average   66% 3% $1,345 $155   $1,280 $3.0 -$49 3.6   3.3    
Overall Median   66% -3% $274 $62   $225 $1.7 -$31 1.8   1.0



originally published 01/24/2005


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