SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jibacoa who wrote (3411)4/12/2001 12:45:17 PM
From: Biomaven   of 52153
 
I listened to the BGEN CC and was pretty impressed. Their pipeline is moving along very nicely, and they sounded very confident about Amevive and Antegren. Avonex sales were strong.

I think the Intron royalty dispute has been overblown by superficial reporting - worst case is that royalties resume in July next year, and there is always the chance of a settlement with SGP before that. (They described the position SGP has taken as "very aggressive.").

I continue to hold here. Their surplus manufacturing capacity is an overlooked wild card that could easily produce an upside surprise.

Peter
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News