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Biotech / Medical : Biogen
BIIB 179.89+2.1%Jan 30 9:30 AM EST
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To: Harold Engstrom who wrote (4)8/23/1996 11:53:00 AM
From: Hong-Lee Yu   of 1686
 
Harold,

I think that the recent rally is due to the upbeat view from Smith Barney and BGEN's chairman appearance in CNBC. They think that BGEN will have averagely 15,000 patients (15,000*2000= 30M) up from their original estimates 12,000 patints.

I was puzzled too by the fact that first calls has Q3 much higher than the Q4. My guess is that they probably have royalty downpayment as Q3 revenue from the agreement they signed about a month ago.

Does anybody have information on the recent agreement with OnCology (?). How does this agreement improve their pipeline /

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