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Biotech / Medical : Biotech Valuation

CRSP 57.37

+0.9%

Dec 8 3:59 PM EST

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To: Biomaven who started this subject	1/18/2001 3:40:43 PM
From: IRWIN JAMES FRANKEL	of 52153

BGEN At much higher levels, I have been rather negative on BGEN. Avonex sales growth was slowing. Copaxone (TEVA) sales seem to be picking up an increasing share of the sales. Over time patients develope anti-bodies to Avonex (applies to Beta Seron also) and some have to be shifted to Copaxone. I don't know how big this issue is but it is out there. The heavy dependence on Avonex made these issues all the more significant. But if Peter is right about Amevive - it would do wonders for confidence of investors in BGEN. ij

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