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Biotech / Medical : Biotech Valuation
CRSP 53.80+2.6%Jan 2 9:30 AM EST
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To: Biomaven who wrote (3696)5/8/2001 10:45:33 AM
From: Harold Engstrom   of 52153
 
The dosage is indeed different. I would expect the stock to slowly sell off for a while - something like what Chiron did when Avonex hit the market. Amevive should do well, but it will have to do well. Biogen has grown significantly over the past 6 years and now has significant infrastructure to support - if they lose $100MM in revenues, it will come right out of EBIT.

Biogen has been terribly slow to make deals to shore up its pipeline. What we saw at Vertex with respect to the company rounding out its drug discovery methodologies and partnering with other pharmaceuticals is not happening at Biogen.

Would like Biogen to use its infrastructure and solid science to leverage the business of other smaller biotechs and that of pharmaceuticals that are weak in biotech.
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