Signals vs Noise Article







June 2004 Stock Report

Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $11.63 70% -7% $1,509 $901 $504 $1,112 $1.0 -$222 4.1 Dec-93 3.9 $3.00 $176
INCYTE CORP. $7.64 75% 62% $556 $510 $418 $463 $1.0 -$151 3.4 Nov-93 4.1 $1.88 $47
MILLENNIUM PHARMACEUTICALS $13.80 69% -12% $4,206 $867 $204 $3,542 $2.3 -$162 5.3 May-96 4.6 $3.00 $273
MYRIAD GENETICS $14.92 77% 5% $405 $130 $0 $275 $0.5 -$43 3.0 Oct-95 1.7 $9.00 $163
OSCIENT PHARMACEUTICALS $5.11 71% 90% $380 $84 $24 $320 $5.1 -$78 1.1 Feb-82 0.5 $11.00 $90
1st Generation Genomics Average 72% 27% $1,411 $498 $1,143 $2.0 -$131 3.4 2.9
1st Generation Genomics Median 73% 33% $481 $320 $392 $1.0 -$114 3.2 2.8
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $4.48 96% 10% $162 $86 $0 $76 $1.2 -$107 0.8 Mar-00 0.2 $21.00 $682
AFFYMETRIX $32.73 86% 69% $1,978 $216 $120 $1,882 $2.2 -$7 30.0 Jun-96 4.4 $7.50 $287
CALIPER LIFE SCIENCES $4.65 47% 10% $135 $60 $2 $77 $0.2 -$40 1.5 Dec-99 0.3 $16.00 $333
CEPHEID $11.54 85% 159% $481 $74 $10 $417 $2.3 -$16 4.5 Jun-00 1.9 $6.00 $158
CIPHERGEN BIOSYSTEMS $7.32 52% -26% $213 $43 $32 $202 $0.6 -$30 1.4 Sep-00 0.5 $16.00 $417
COMBIMATRIX CORP. $4.35 47% 77% $134 $19 $0 $115 $2.0 na na na na na na
COMPUGEN LTD $4.74 59% -3% $129 $20 $0 $109 $0.6 -$12 1.7 Sep-00 0.5 $10.00 $0
ILLUMINA $6.33 62% 121% $210 $28 $25 $207 $5.7 -$16 1.8 Jul-00 0.4 $16.00 $515
NANOGEN $6.77 45% 171% $230 $64 $1 $168 $1.2 -$22 2.9 Apr-98 0.6 $11.00 $197
ORCHID BIOSCIENCES $7.70 54% 38% $169 $34 $2 $137 $0.3 -$28 1.2 May-00 1.0 $8.00 $263
SEQUENOM $1.46 32% -47% $58 $55 $15 $18 $0.1 -$40 1.4 Feb-00 0.1 $26.00 $609
TRANSGENOMIC $1.32 40% -35% $38 $5 $6 $40 $0.2 -$16 0.3 Jul-00 0.1 $15.00 $317
Genomic Supply Average 59% 45% $328 $59 $287 $1.4 -$30 4.3 0.9
Genomic Supply Median 54% 38% $162 $43 $115 $1.0 -$19 1.5 0.5
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $5.46 64% -19% $140 $149 $0 -$10 -$0.0 -$47 3.2 Jul-00 0.3 $18.00 $394
CELERA GENOMICS GROUP $11.51 64% 10% $840 $749 $6 $97 $0.1 -$88 8.6 Feb-00 0.1 $225.00 na
CURAGEN CORP. $6.01 63% 14% $301 $410 $240 $131 $0.4 -$72 5.7 Mar-98 1.0 $5.75 $143
DECODE GENETICS $8.50 62% 166% $463 $97 $62 $428 $1.0 -$48 2.0 Jul-00 0.5 $18.00 $818
EXELIXIS $10.09 95% 42% $725 $206 $108 $627 $1.1 -$115 1.8 Apr-00 0.8 $13.00 $520
GENAISSANCE PHARMACEUTICALS $4.19 94% 167% $127 $12 $11 $125 $1.2 -$19 0.7 Aug-00 0.3 $13.00 $288
GENE LOGIC $4.05 63% -31% $127 $114 $1 $14 $0.0 -$22 5.2 Nov-97 0.5 $8.00 $109
GENENCOR INTERNATIONAL $16.37 94% 0% $971 $177 $65 $859 $0.7 na na Jul-00 0.9 $18.00 $1,045
LARGE SCALE BIOLOGY CORP. $1.38 48% 33% $43 $12 $0 $31 $0.4 -$17 0.7 Aug-00 0.1 $17.00 $388
LEXICON GENETICS ORPORATED $7.84 95% 20% $497 $149 $56 $404 $0.6 -$62 2.4 Apr-00 0.4 $22.00 $1,037
LYNX THERAPEUTICS $2.30 27% -38% $17 $6 $0 $11 $0.1 -$17 0.4 na na na na
MAXYGEN $10.57 68% -3% $370 $129 $0 $242 $0.9 -$39 3.3 Dec-99 0.7 $16.00 $465
NUVELO $9.62 58% 75% $306 $103 $19 $223 $3.5 -$71 1.5 Sep-97 0.7 $14.00 $175
PARADIGM GENETICS $0.79 46% -40% $29 $16 $7 $20 $0.1 -$15 1.1 May-00 0.1 $7.00 $177
RIGEL PHARMACEUTICALS $14.21 54% 37% $259 $96 $3 $165 $1.3 -$52 1.8 Nov-00 2.0 $7.00 $230
SANGAMO BIOSCIENCES $5.97 71% 116% $150 $42 $0 $108 $1.9 -$12 3.6 Apr-00 0.4 $15.00 $312
ZYMOGENETICS $19.00 99% 61% $1,005 $290 $51 $766 $2.1 -$76 3.8 Feb-01 1.6 $12.00 $547
Genomic Targets Average 68% 36% $375 $162 $249 $0.9 -$48 2.9 0.6
Genomic Targets Median 64% 26% $280 $109 $128 $0.8 -$47 2.0 0.5
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $18.60 71% 7% $410 $227 $120 $302 $1.6 -$61 3.7 Feb-96 2.3 $8.25 $62
ATHEROGENICS $19.03 71% 28% $704 $117 $100 $687 $7.1 -$66 1.8 Aug-00 2.4 $8.00 $184
CONNETICS CORP. $20.20 79% 34% $712 $50 $90 $752 $3.5 na na Feb-96 1.8 $11.00 $81
CORTECH $3.15 91% 12% $11 $12 $0 -$0 -$0.3 -$0 29.0 Nov-92 0.1 $40.00 $116
CYPRESS BIOSCIENCE $13.73 82% 226% $403 $126 $0 $277 $18.5 -$29 4.3 Dec-83 0.2 $80.00 $33
ICOS CORP. $29.84 62% -21% $1,890 $377 $279 $1,791 $2.7 -$345 1.1 Jun-91 3.7 $8.00 $172
INKINE PHARMACEUTICAL COMPANY $3.87 58% 16% $188 $11 $1 $179 $3.1 -$0 26.8 na na na na
LA JOLLA PHARMACEUTICAL COMPANY $2.43 47% -15% $149 $55 $2 $96 $0.7 -$34 1.6 Jun-94 0.5 $5.00 $43
PROTEIN DESIGN LABS $19.13 69% 31% $1,801 $465 $259 $1,596 $2.9 -$50 9.2 Jan-92 2.6 $7.50 $191
TANOX $19.07 84% 19% $838 $135 $5 $708 $6.0 na na Apr-00 0.7 $28.50 $1,193
Autoimmune Average 71% 34% $711 $157 $639 $4.6 -$73 9.7 1.6
Autoimmune Median 71% 19% $410 $117 $302 $2.9 -$34 3.7 1.4
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $2.25 38% -20% $70 $42 $0 $28 $0.5 -$20 2.1 Mar-00 0.1 $18.00 $604
ANTIGENICS $8.56 55% -31% $386 $138 $8 $256 $1.2 -$69 2.0 Feb-00 0.5 $18.00 $429
APHTON CORP. $4.00 40% -46% $151 $63 $11 $99 $1.9 -$25 2.5 na na na na
ARIAD PHARMACEUTICALS $7.49 55% 93% $392 $91 $8 $309 $5.9 -$25 3.7 May-94 0.9 $8.00 $124
AVI BIOPHARMA $2.40 38% -60% $87 $37 $0 $50 $0.5 -$30 1.2 Jun-97 0.3 $9.00 $103
BIOMIRA $1.29 51% -14% $94 $27 $0 $67 $0.4 -$15 1.8 Jun-87 0.3 $4.40 $43
BOSTON LIFE SCIENCES $1.03 49% -32% $35 $10 $4 $29 $2.4 -$11 0.9 na na na na
CANCERVAX $7.61 57% na $203 $93 $4 $115 $0.8 -$51 1.8 Oct-03 0.6 $12.00 $308
CELGENE CORP. $57.26 94% 83% $4,685 $714 $400 $4,371 $6.4 na na Jul-87 15.6 $3.66 $55
CELL THERAPEUTICS $7.37 54% -26% $371 $140 $192 $423 $1.1 -$546 0.3 Mar-97 0.7 $10.00 $166
CORIXA CORP. $4.67 47% -35% $260 $133 $153 $280 $0.8 -$84 1.6 Oct-97 0.4 $13.00 $152
CYTOGEN CORP. $15.90 96% 110% $247 $26 $0 $220 $3.6 -$17 1.5 Jun-86 1.2 $13.00 $148
CYTOKINETICS $14.85 83% na $507 $28 $2 $481 $2.9 -$24 1.2 Apr-04 1.1 $13.00 $444
DENDREON CORP. $12.25 73% 88% $708 $205 $3 $505 $3.5 -$52 3.9 Jun-00 1.2 $10.00 $210
DUSA PHARMACEUTICALS $9.50 64% 280% $159 $56 $2 $104 $2.1 -$18 3.2 Jan-92 1.6 $6.00 $30
ENTREMED $2.01 34% -52% $76 $31 $0 $45 $1.0 -$20 1.6 Jun-96 0.1 $15.00 $182
EXEGENICS $0.73 55% 38% $12 $10 $0 $2 $0.2 -$3 3.6 na na na na
GENAERA CORP. $4.20 64% 127% $220 $30 $0 $190 $8.3 -$18 1.7 Dec-91 0.5 $9.00 $62
GENITOPE $9.87 68% na $168 $83 $0 $84 $0.9 -$27 3.1 Oct-03 1.1 $9.00 $145
GENTA ORPORATED $2.50 14% -81% $194 $69 $45 $171 $1.1 -$50 1.4 Dec-91 0.0 $100.00 $123
GERON CORP. $8.05 48% 13% $363 $104 $5 $265 $5.0 -$207 0.5 Jul-96 1.0 $8.00 $77
GTX $10.41 65% na $257 $82 $0 $175 $4.2 -$23 3.5 Feb-04 0.7 $14.50 $358
ILEX ONCOLOGY $24.99 96% 20% $976 $145 $39 $870 $4.0 -$74 2.0 Feb-97 2.1 $12.00 $143
IMCLONE SYSTEMS $85.79 100% 158% $6,549 $309 $240 $6,480 $15.3 na na Nov-91 12.3 $7.00 $107
IMMUNOGEN $6.07 49% 42% $247 $103 $0 $144 $1.2 -$3 32.1 Nov-89 0.6 $10.00 $60
IMMUNOMEDICS $4.87 50% -22% $243 $22 $17 $238 $2.2 -$22 1.0 Oct-83 3.9 $1.25 $25
MAXIM PHARMACEUTICALS $9.65 91% 65% $273 $73 $1 $202 $2.1 -$36 2.0 Jul-96 1.3 $7.50 $50
MEDAREX $7.29 65% 12% $577 $342 $289 $524 $1.2 -$124 2.8 Jun-91 2.4 $3.00 $31
NEOPHARM $10.33 46% -29% $240 $103 $0 $137 $1.3 -$57 1.8 Jan-96 3.2 $3.18 $28
NEORX CORP. $2.49 35% -26% $76 $32 $4 $48 $1.2 -$20 1.7 Aug-88 0.1 $28.00 $102
OSI PHARMACEUTICALS $70.44 71% 115% $2,870 $334 $310 $2,846 $5.9 -$199 1.7 Apr-86 11.7 $6.00 $53
OXIGENE $6.30 42% -38% $105 $40 $0 $66 $6.0 -$8 4.7 Oct-93 1.1 $6.00 $28
PHARMION $48.92 98% na $1,237 $81 $0 $1,156 $19.6 -$39 2.1 Nov-03 3.5 $14.00 $358
PRAECIS PHARMACEUTICALS ORPORATED $3.80 48% -19% $199 $127 $32 $104 $0.6 -$62 2.1 Apr-00 0.4 $10.00 $400
PROGENICS PHARMACEUTICALS $16.85 72% 20% $285 $47 $0 $238 $2.1 -$41 1.1 Nov-97 2.1 $8.00 $70
QLT $20.04 65% 56% $1,394 $537 $173 $1,030 $3.1 na na Sep-86 18.6 $1.08 $22
SCICLONE PHARMACEUTICALS $5.07 52% -42% $226 $60 $6 $171 $1.6 -$12 4.9 Mar-92 0.7 $7.45 $63
SEATTLE GENETICS $7.03 64% 43% $283 $51 $0 $231 $2.1 -$27 1.9 Mar-01 1.0 $7.00 $207
SPECTRUM PHARMACEUTICALS $6.25 60% 32% $84 $25 $0 $59 $3.7 -$9 2.8 na na na na
SUPERGEN $6.45 46% 21% $286 $47 $6 $245 $2.1 -$75 0.6 Mar-96 1.1 $6.00 $21
TAPESTRY PHARMACEUTICALS $1.76 53% 5% $58 $48 $6 $17 $0.3 -$20 2.4 Apr-94 0.4 $5.00 $41
VERNALIS $2.27 70% -1% $39 $67 $0 -$28 -$0.3 -$26 2.6 May-96 0.3 $7.20 $178
XCYTE THERAPIES $4.40 52% na $65 $41 $2 $26 $0.4 -$73 0.6 Mar-04 0.6 $8.00 $119
XENOVA PLC $2.06 73% 2% $41 $26 $0 $15 $0.1 -$33 0.8 Jul-94 0.1 $16.00 $90
Cancer Average 60% 22% $591 $111 $525 $3.0 -$56 2.8 2.4
Cancer Median 55% 12% $240 $63 $171 $1.9 -$26 1.9 1.0
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $16.12 74% na $442 $154 $1 $288 $4.0 -$26 5.8 Feb-04 1.0 $16.00 $438
CV THERAPEUTICS $16.76 46% -44% $528 $446 $297 $378 $1.4 -$125 3.6 Nov-96 2.1 $8.00 $48
ENCYSIVE PHARMACEUTICALS $8.50 72% 80% $449 $70 $2 $380 $4.1 -$44 1.6 Dec-93 1.3 $6.75 $88
MEDICINES COMPANY $30.51 84% 54% $1,455 $129 $0 $1,326 $7.0 na na Sep-00 1.9 $16.00 $506
MYOGEN $7.74 40% na $205 $95 $3 $113 $2.0 -$64 1.5 Oct-03 0.6 $14.00 $358
NITROMED $6.06 52% na $155 $91 $0 $65 $1.6 -$18 4.9 Nov-03 0.6 $11.00 $264
QUESTCOR PHARMACEUTICALS $0.85 73% -13% $43 $7 $4 $40 $0.8 na na na na na na
Cardiovascular Average 63% 19% $468 $142 $370 $3.0 -$56 3.5 1.2
Cardiovascular Median 73% 54% $323 $93 $201 $1.8 -$35 2.6 1.0
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $9.86 42% 54% $240 $147 $0 $93 $0.1 -$107 1.4 Dec-95 0.6 $16.00 $158
ALBANY MOLECULAR RESEARCH $12.93 74% -16% $410 $133 $58 $335 $0.4 na na Feb-99 1.3 $10.00 $280
ARGONAUT TECHNOLOGIES $1.34 50% 3% $27 $12 $0 $16 $0.1 -$10 1.2 Jul-00 0.1 $15.00 $253
ARQULE $5.27 66% 33% $152 $61 $6 $97 $0.4 -$21 2.9 Oct-96 0.4 $12.00 $114
ARRAY BIOPHARMA $7.95 67% 144% $229 $38 $0 $191 $0.8 -$39 1.0 Nov-01 1.1 $7.50 $168
BIOCRYST PHARMACEUTICALS $6.90 61% 80% $148 $29 $0 $119 $2.6 -$22 1.3 Mar-94 1.1 $6.50 $47
DISCOVERY PARTNERS INTERNATIONAL $5.10 76% 19% $126 $74 $0 $51 $0.3 na na Jul-00 0.3 $18.00 $428
KOSAN BIOSCIENCES ORPORATED $7.90 53% 32% $228 $76 $4 $157 $1.2 -$16 4.6 Oct-00 0.6 $14.00 $341
SYMYX TECHNOLOGIES $24.12 80% 46% $771 $146 $0 $625 $2.7 na na Nov-99 1.7 $14.00 $398
VERTEX PHARMACEUTICALS ORPORATED $10.84 65% -30% $854 $526 $315 $644 $0.9 -$162 3.3 Jul-91 2.4 $4.50 $85
Chemistry Average 63% 37% $319 $124 $233 $0.9 -$54 2.2 1.0
Chemistry Median 66% 33% $228 $74 $119 $0.8 -$22 1.3 1.0
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $6.20 83% na $104 $57 $1 $48 $0.5 -$26 2.2 May-04 0.9 $7.00 $117
ADOLOR CORP. $12.68 57% 4% $492 $197 $0 $295 $2.3 -$41 4.8 Nov-00 0.8 $15.00 $407
CEPHALON $54.00 89% 31% $3,029 $1,225 $1,412 $3,216 $2.0 na na Apr-91 3.0 $18.00 $155
CORCEPT THERAPEUTICS $7.72 61% na $175 $12 $0 $163 $23.3 -$10 1.1 Apr-04 0.6 $12.00 $272
DOV PHARMACEUTICAL $13.96 69% 27% $253 $52 $15 $216 $6.0 -$31 1.7 Apr-02 1.1 $13.00 $188
GUILFORD PHARMACEUTICALS $4.75 49% 7% $161 $62 $92 $191 $0.7 -$72 0.9 Jun-94 0.9 $5.33 $30
INDEVUS PHARMACEUTICALS $6.15 60% -4% $293 $62 $72 $303 $11.2 -$46 1.4 Mar-90 3.1 $2.00 $31
MEMORY PHARMACEUTICALS $9.10 83% na $184 $24 $0 $160 $2.1 -$19 1.2 Apr-04 1.3 $7.00 $141
NEUROBIOLOGICAL TECHNOLOGIES $3.72 52% 0% $89 $21 $0 $68 $6.2 na na Feb-94 0.5 $8.00 $30
NEUROCRINE BIOSCIENCES $51.85 74% 1% $1,885 $377 $47 $1,555 $4.9 -$50 7.6 May-96 4.9 $10.50 $172
NYMOX PHARMACEUTICAL CORP. $3.76 70% 17% $90 $1 $1 $90 $4.3 -$4 0.2 na na na na
PAIN THERAPEUTICS $8.06 82% 37% $286 $71 $0 $215 $7.2 -$41 1.7 Jul-00 0.7 $12.00 $319
PHARMOS CORP. $4.11 82% 104% $361 $64 $16 $314 $5.9 -$24 2.7 Jul-83 0.2 $20.00 $16
RENOVIS $9.16 52% na $225 $113 $3 $115 $1.6 -$35 3.3 Feb-04 0.8 $12.00 $295
STEMCELLS $1.53 49% -4% $63 $10 $2 $54 $1.9 -$11 0.9 Mar-92 0.1 $11.00 $82
TITAN PHARMACEUTICALS $2.69 46% 28% $86 $57 $0 $29 $0.5 -$26 2.2 Jan-96 0.5 $5.00 $66
CNS Average 66% 21% $486 $150 $440 $5.0 -$31 2.3 1.3
CNS Median 69% 17% $184 $57 $163 $2.3 -$26 1.7 0.9
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $11.72 60% 7% $1,040 $317 $249 $971 $2.4 -$166 1.9 Jul-98 5.9 $2.00 $86
ACUSPHERE $6.40 39% na $92 $48 $0 $44 $0.8 -$28 1.7 Oct-03 0.5 $14.00 $200
AEROGEN $3.10 48% 17% $15 $5 $0 $10 $0.1 -$18 0.3 Nov-00 0.3 $12.00 $233
ALKERMES $13.60 79% 23% $1,223 $146 $127 $1,204 $2.8 -$99 1.5 Jul-91 2.7 $5.00 $70
ANDRX CORP. $27.93 90% 41% $2,030 $332 $12 $1,711 $0.8 na na Jun-96 9.3 $3.00 $155
ARADIGM CORP. $0.90 31% -51% $57 $18 $0 $39 $0.2 -$31 0.6 Jun-96 0.1 $11.00 $114
ATRIX LABORATORIES $34.28 98% 55% $750 $106 $0 $645 $4.1 na na na na na na
BIODELIVERY SCIENCES INTERNATIONAL $3.00 60% -25% $21 $2 $1 $20 $1.1 -$4 0.4 na na na na
CIMA LABS $33.73 100% 22% $495 $75 $0 $420 $1.5 na na Jul-94 3.7 $9.00 $66
DEPOMED $4.94 55% -1% $171 $38 $10 $143 $1.9 -$27 1.4 Nov-97 0.8 $6.10 $33
DOR BIOPHARMA $0.55 35% -39% $23 $6 $0 $17 $4.3 -$5 1.3 na na na na
DURECT CORP. $3.46 81% 45% $177 $59 $62 $180 $1.7 -$24 2.5 Sep-00 0.3 $12.00 $557
EMISPHERE TECHNOLOGIES $4.10 45% 12% $75 $32 $40 $84 $0.7 -$40 0.8 Feb-89 0.8 $5.00 $15
ENZON PHARMACEUTICALS $12.76 69% -2% $560 $114 $400 $846 $2.7 na na Feb-84 8.5 $1.50 $12
FLAMEL TECHNOLOGIES SA $24.63 56% 77% $527 $111 $2 $418 $2.8 na na na na na na
GENEREX BIOTECHNOLOGY CORP. $1.45 59% -15% $46 $8 $2 $40 $1.5 -$20 0.4 na na na na
GENETRONICS BIOMEDICAL CORP. $1.30 67% 76% $91 $13 $0 $78 $3.9 -$6 2.1 na na na na
KOS PHARMACEUTICALS $32.97 55% 41% $1,229 $108 $30 $1,151 $1.3 na na Mar-97 2.2 $15.00 $233
MACROCHEM CORP. $1.45 77% 36% $56 $12 $0 $44 $2.7 -$9 1.4 Feb-85 0.5 $3.00 $13
MEDICIS PHARMACEUTICAL CORP. $39.95 88% -29% $2,237 $628 $471 $2,080 $6.7 na na na na na na
NASTECH PHARMACEUTICAL COMPANY $10.20 68% -1% $122 $20 $11 $113 $1.4 -$30 0.7 na na na na
NEKTAR THERAPEUTICS $19.96 80% 121% $1,667 $486 $215 $1,396 $2.1 -$160 3.0 May-94 5.3 $3.75 $65
NOVAVAX $5.39 63% -2% $187 $23 $42 $206 $1.8 -$21 1.1 na na na na
NOVEN PHARMACEUTICALS $22.02 85% 114% $515 $113 $0 $403 $1.3 na na May-88 40.0 $0.55 $5
SEPRACOR $52.90 98% 188% $4,528 $502 $1,192 $5,218 $5.3 -$202 2.5 Sep-91 10.6 $5.00 $168
Delivery Average 67% 30% $717 $133 $699 $2.2 -$52 1.4 5.7
Delivery Median 68% 22% $182 $54 $193 $1.7 -$25 1.3 2.2
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $15.13 99% 47% $118 $18 $0 $100 $4.6 -$2 7.4 na na na na
BIOSITE ORPORATED $45.09 78% -8% $706 $75 $20 $651 $0.8 na na Feb-97 3.8 $12.00 $149
CHOLESTECH CORP. $8.15 79% -20% $116 $18 $0 $98 $0.5 na na Jun-92 1.6 $5.00 $32
DIAGNOSTIC PRODUCTS CORP. $36.53 74% -12% $722 $77 $17 $662 $0.3 na na Jun-82 9.1 $4.00 $43
DIGENE CORP. $9.59 69% -66% $448 $49 $3 $402 $1.4 na na May-96 0.8 $11.50 $128
ENZO BIOCHEM $15.00 66% -32% $463 $80 $0 $383 $1.8 -$2 40.0 Jun-80 17.2 $0.87 $8
EPIX MEDICAL $21.10 80% 53% $481 $76 $0 $405 $4.7 -$16 4.8 Feb-97 3.0 $7.00 $59
EXACT SCIENCES CORP. $6.16 34% -44% $161 $67 $0 $94 $1.1 -$21 3.2 Jan-01 0.4 $14.00 $261
GEN-PROBE ORPORATED $47.32 88% 128% $2,328 $198 $0 $2,130 $2.9 na na Sep-87 6.8 $7.00 $103
IDEXX LABORATORIES $62.94 91% 84% $2,186 $230 $1 $1,958 $0.8 na na Jun-91 16.8 $3.75 $76
IMMUCOR $32.55 98% 50% $647 $13 $14 $648 $1.8 na na na na na na
IMMUNICON $7.85 75% na $173 $25 $7 $155 $1.5 -$26 1.0 Apr-04 1.0 $8.00 $176
LUMINEX CORP. $10.06 75% 91% $309 $38 $0 $271 $2.1 -$0 94.8 Mar-00 0.6 $17.00 $450
MARTEK BIOSCIENCES CORP. $56.17 77% 29% $1,644 $60 $82 $1,665 $4.3 na na Nov-93 8.0 $7.00 $54
MATRITECH $1.30 49% -45% $54 $12 $2 $44 $0.7 -$11 1.1 Jul-92 0.3 $5.00 $22
MERIDIAN BIOSCIENCE $11.08 86% 21% $165 $3 $22 $184 $0.8 na na na na na na
ORASURE TECHNOLOGIES $9.73 81% 25% $433 $65 $3 $371 $2.2 -$1 81.1 na na na na
QUIDEL CORP. $5.89 42% 0% $186 $40 $10 $156 $0.6 na na Aug-81 0.6 $10.00 $19
SONUS PHARMACEUTICALS $4.75 54% 26% $86 $17 $0 $70 $1.7 -$14 1.2 Oct-95 0.7 $7.00 $60
STRATAGENE $8.40 70% 73% $184 $8 $0 $176 $1.2 na na na na na na
TRINITY BIOTECH PLC $3.37 50% 11% $155 $23 $22 $154 $0.3 na na na na na na
Diagnostic/imag. Average 72% 21% $560 $57 $513 $1.7 -$10 26.1 4.7
Diagnostic/imag. Median 76% 25% $248 $39 $228 $1.3 -$7 4.0 1.3
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $0.90 49% -15% $73 $11 $0 $62 $1.4 -$10 1.1 Feb-97 0.1 $7.00 $88
AVIGEN $3.37 42% -4% $69 $82 $9 -$5 -$0.0 -$29 2.8 May-96 0.4 $8.00 $58
CELL GENESYS $10.39 64% 13% $464 $230 $148 $382 $1.4 -$84 2.7 Jan-93 0.9 $11.00 $120
CORAUTUS GENETICS $5.80 75% 90% $72 $15 $4 $61 $2.0 -$10 1.4 na na na na
GENVEC $3.07 68% 54% $170 $25 $6 $151 $1.7 -$23 1.1 Dec-00 0.3 $9.50 $186
INTROGEN THERAPEUTICS $4.27 38% -23% $114 $31 $7 $90 $1.2 -$22 1.4 Oct-00 0.5 $8.00 $167
SIRNA THERAPEUTICS $2.94 32% -66% $93 $30 $3 $66 $0.9 -$24 1.3 Apr-96 0.3 $10.00 $59
TARGETED GENETICS CORP. $1.59 48% -17% $130 $42 $12 $101 $1.1 -$20 2.1 May-94 0.3 $6.00 $54
TRANSGENE SA $3.02 69% 26% $91 $45 $3 $49 $0.3 na na Mar-98 0.1 $43.50 $212
TRANSKARYOTIC THERAPIES $14.96 79% 36% $518 $171 $0 $347 $1.1 -$57 3.0 Oct-96 1.0 $15.00 $234
VALENTIS $6.96 82% 77% $74 $6 $0 $69 $3.6 -$14 0.4 Sep-97 0.6 $12.00 $161
VICAL ORPORATED $5.79 71% 35% $136 $94 $12 $54 $0.3 -$36 2.6 Mar-93 1.2 $5.00 $52
Gene therapy Average 60% 17% $167 $65 $119 $1.3 -$30 1.8 0.5
Gene therapy Median 68% 26% $93 $31 $66 $1.1 -$22 1.4 0.5
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $6.73 65% na $153 $58 $3 $99 $1.2 -$42 1.4 Oct-03 0.7 $10.00 $224
ANADYS PHARMACEUTICALS $7.10 82% na $158 $52 $2 $109 $1.3 -$30 1.8 Mar-04 1.0 $7.00 $156
AVANT IMMUNOTHERAPEUTICS $2.66 68% 2% $198 $41 $0 $156 $2.7 -$8 5.4 May-86 0.7 $4.00 $38
CUBIST PHARMACEUTICALS $11.10 69% 5% $446 $87 $197 $557 $1.9 -$93 0.9 Oct-96 1.9 $6.00 $55
DYNAVAX TECHNOLOGIES $6.66 67% na $164 $80 $0 $84 $1.9 -$16 5.1 Feb-04 0.9 $7.50 $185
EPIMMUNE $1.70 40% 29% $27 $6 $0 $22 $0.6 -$2 2.8 Nov-91 0.0 $91.00 $167
GENELABS TECHNOLOGIES $2.31 71% 48% $203 $27 $0 $176 $2.4 -$19 1.5 Jun-91 0.3 $9.13 $160
IMMUNE RESPONSE CORP. $1.22 35% -62% $59 $9 $4 $54 $1.2 -$58 0.2 May-90 0.0 $28.00 $77
INHIBITEX $7.21 93% na $126 $58 $2 $70 $1.2 -$26 2.3 Jun-04 1.0 $7.00 $122
INTERMUNE $15.42 62% 2% $493 $315 $267 $446 $1.7 -$47 6.7 Mar-00 0.8 $20.00 $433
INTRABIOTICS PHARMACEUTICALS - $3.89 20% -11% $21 $62 $0 -$41 -$4.1 -$25 2.5 Apr-00 0.3 $15.00 $419
MEDIMMUNE $23.39 57% -35% $5,818 $634 $507 $5,691 $3.4 na na May-91 15.2 $1.54 $114
NABI BIOPHARMACEUTICALS $14.22 79% 109% $819 $126 $24 $716 $1.0 -$19 6.5 na na na na
SIGA TECHNOLOGIES $1.40 47% -14% $33 $0 $0 $33 $1.9 na na Sep-97 0.3 $5.00 $32
TRIMERIS $14.43 26% -69% $312 $81 $0 $231 $2.3 -$40 2.0 Oct-97 1.2 $12.00 $120
VAXGEN $14.16 78% 177% $355 $34 $0 $321 $2.7 -$37 0.9 Jul-99 1.1 $13.00 $146
VICURON PHARMACEUTICALS  $12.56 51% -12% $686 $149 $9 $546 $14.7 -$94 1.6 Sep-00 1.1 $11.00 $249
VION PHARMACEUTICALS $4.16 76% 157% $230 $52 $0 $179 $6.2 -$13 3.9 Aug-95 1.0 $4.00 $32
VIROLOGIC $2.45 56% 87% $131 $11 $0 $121 $0.6 -$5 2.2 May-00 0.4 $7.00 $137
VIROPHARMA ORPORATED $1.79 48% -33% $48 $111 $128 $65 $0.7 -$66 1.7 Nov-96 0.3 $7.00 $65
XOMA LTD $4.48 42% -22% $378 $80 $56 $354 $1.6 -$81 1.0 Jun-86 0.3 $16.00 $140
Infection Average 59% 21% $517 $99 $476 $2.2 -$38 2.6 1.4
Infection Median 64% 2% $181 $58 $139 $1.6 -$28 1.9 0.8
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $22.80 74% 2% $2,142 $227 $177 $2,092 $9.3 -$149 1.5 Jan-92 1.6 $14.00 $240
BIOMARIN PHARMACEUTICAL $6.00 55% -36% $386 $208 $125 $303 $1.1 -$80 2.6 Aug-99 0.5 $13.00 $449
INSMED $2.24 52% -18% $86 $25 $0 $61 $3.0 -$19 1.3 na na na na
KERYX BIOPHARMACEUTICALS $12.66 64% 483% $385 $51 $0 $334 $13.9 na na Jul-00 1.3 $10.00 $194
METABASIS THERAPEUTICS $6.95 97% na $131 $57 $0 $74 $0.9 -$2 27.8 Jun-04 1.0 $7.00 $132
NPS PHARMACEUTICALS $21.00 57% -16% $782 $266 $192 $708 $2.6 -$143 1.9 May-94 3.8 $5.50 $40
SAVIENT PHARMACEUTICALS $2.48 37% -43% $149 $33 $11 $127 $0.3 na na Sep-83 0.2 $13.00 $68
TERCICA $8.21 68% na $201 $74 $0 $127 $3.1 -$31 2.4 Mar-04 0.9 $9.00 $221
VIVUS $3.64 49% -32% $141 $40 $0 $101 $0.9 -$44 0.9 Apr-94 0.5 $7.00 $164
ZONAGEN $2.56 47% 56% $13 $9 $0 $4 $1.1 -$3 2.7 Mar-93 0.5 $5.50 $19
Metabolic Average 60% 49% $442 $99 $393 $3.6 -$59 5.1 1.1
Metabolic Median 57% -16% $149 $51 $127 $1.1 -$31 1.9 1.0
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $7.56 80% na $146 $56 $2 $92 $1.5 -$56 1.0 May-04 1.3 $6.00 $116
BARRIER THERAPEUTICS $14.01 89% na $305 $47 $0 $259 $6.3 -$44 1.1 Apr-04 0.9 $15.00 $327
CRITICAL THERAPEUTICS $7.00 92% na $167 $62 $1 $107 $1.1 -$30 2.1 May-04 1.0 $7.00 $167
EYETECH PHARMACEUTICALS $42.92 87% na $1,733 $270 $2 $1,464 $9.2 -$60 4.5 Jan-04 2.0 $21.00 $848
MOMENTA PHARMACEUTICALS $8.85 93% na $217 $71 $0 $146 $4.1 -$10 6.8 Jun-04 1.4 $6.50 $160
SANTARUS $14.75 93% na $432 $93 $1 $340 $4.9 -$41 2.3 Mar-04 1.6 $9.00 $263
Other Average 89% $500 $100 $401 $4.5 -$40 3.0 1.4
Other Median 92% $217 $62 $146 $4.1 -$41 2.1 1.3
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $54.57 75% -16% $69,394 $5,003 $3,087 $67,478 $5.2 na na Jun-83 155.9 $0.35 $175
BIOGEN IDEC $63.25 99% 79% $21,490 $948 $861 $21,402 $5.7 -$165 5.8 Sep-91 25.3 $2.50 $131
CHIRON CORP. $44.64 78% 1% $8,435 $698 $1,088 $8,824 $1.7 na na Aug-83 14.9 $3.00 $98
GENENTECH $56.20 82% 53% $59,773 $1,815 $1,340 $59,298 $9.5 na na Oct-80 38.8 $1.45 $246
GENZYME CORP. $47.33 81% 10% $10,721 $1,004 $1,423 $11,141 $2.0 na na Jun-86 18.9 $2.50 $70
GILEAD SCIENCES $67.00 95% 19% $14,360 $1,036 $345 $13,669 $9.6 na na Jan-92 17.9 $3.75 $210
Revenue-driven Average 85% 24% $30,695 $1,751 $30,302 $5.6 na na 45.3
Revenue-driven Median 82% 19% $14,360 $1,004 $13,669 $5.2 na na 18.9
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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. $10.13 82% 5% $438 $120 $20 $338 $0.9 -$41 2.9 Feb-00 0.4 $24.00 $840
DYAX CORP. $11.75 75% 194% $366 $436 $10 -$60 -$0.5 -$30 14.5 Aug-00 0.8 $15.00 $295
ISIS PHARMACEUTICALS $5.74 58% 6% $322 $189 $230 $363 $0.8 -$105 1.8 May-91 0.6 $10.00 $104
LIGAND PHARMACEUTICALS ORPORATED $17.38 70% 29% $1,280 $90 $174 $1,364 $3.0 -$52 1.7 Nov-92 2.1 $8.27 $131
NEUROGEN CORP. $7.49 63% 53% $256 $69 $14 $202 $1.3 -$28 2.4 Oct-89 1.2 $6.00 $35
ONYX PHARMACEUTICALS $42.36 71% 267% $1,468 $250 $0 $1,218 $76.1 -$33 7.6 May-96 3.5 $12.00 $105
REGENERON PHARMACEUTICALS $10.53 47% -36% $586 $323 $200 $463 $7.2 na na Apr-91 0.5 $22.00 $330
SENOMYX $6.25 81% na $154 $51 $0 $103 $1.4 -$20 2.6 Jun-04 1.0 $6.00 $148
TULARIK $24.80 98% 159% $1,670 $181 $26 $1,514 $3.7 -$95 1.9 Dec-99 1.8 $14.00 $636
Screening Average 72% 85% $727 $190 $612 $10.4 -$51 4.4 1.3
Screening Median 73% 53% $402 $150 $351 $1.4 -$33 2.4 1.0
                             
Company 6/30/04 Close % of 52wk High % change from 6/27/03 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 $4.45 69% 68% $47 $3 $4 $49 $0.2 -$1 3.1 na na na na
CELLEGY PHARMACEUTICALS $3.90 56% -22% $78 $9 $0 $70 $3.5 -$12 0.7 Aug-95 0.6 $6.25 $24
CURATIVE HEALTH SERVICES $8.66 46% -48% $112 $6 $0 $106 $0.3 na na Jun-91 1.2 $7.50 $74
LIFECELL CORP. $11.23 98% 114% $296 $19 $0 $277 $1.6 na na Feb-92 1.4 $7.75 $27
LIFECORE BIOMEDICAL $6.14 74% 8% $79 $8 $0 $71 $0.3 na na na na na na
Wound Average 68% 24% $122 $9 $114 $1.2 -$7 1.9 1.1
Wound Median 72% 38% $79 $7 $70 $0.7 -$1 1.0 1.1
                   
Overall Average 66% 29% $1,286 $161 $1,211 $2.8 -$47 4.1 3.2
Overall Median 67% 19% $247 $69 $192 $1.6 -$30 2.0 1.0



originally published 07/07/2004


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