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Technology Stocks : Orbital science (ORB)
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To: Angelo J Cici who wrote (1240)3/13/1998 6:58:00 PM
From: Pseudo Biologist  Read Replies (1) of 2394
 
[Off-topic BIOGEN}

Thanks Angelo, this is a very nice summary. Some more "dry" info available at techstocks.com

The market cap is actually closer to $3.5 bill, which makes your comparison to Amgen even more favorable. The name of their big drug is Avonex (Avonics would sound the same).

I think further growth of the Avonex market, for the current approved indication, will not be that great. However, Biogen is also testing it for other indications. More importantly, I think, one or two of the drugs in development may dwarf Avonex if they reach the market. I don't think most analysts have picked on the potential of their pipeline, or at least are playing this aspect very conservatively if at all. Other biotechs *may* have larger potential, but Biogen - for the reasons you listed - will let you sleep at night much better.

Thanks again,

PB
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