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Biotech / Medical : Biogen
BIIB 165.32+0.6%Jan 20 3:59 PM EST
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To: Harold Engstrom who wrote (1126)9/6/1999 9:45:00 PM
From: dmkst1  Read Replies (1) of 1686
 
I have been a long time off and on holder of BGEN and just was reading through the posts of the last month. I sold my BGEN after the split and run to 66 and have unfortunately missed the last run. I have followed the lawsuit banter but do not have enough of an understanding of the merits of the case to mention it here, however I sold because of the run that BGEN had and a few questions that I have.

1. The lawsuit no matter how it goes will cause negative press with respect to the stock valuation - I was afraid that a few fear mongering reporters would write some piece exaggerating the possibility that biogen could be crushed if they lost the lawsuit - does anyone have any idea on the exact dates that the first hearing will be held?

2. Europe has been one of the drivers for avonex growth, however, this quarter has historically shown slow avonex growth due to most europeans taking extended vacations in august (compared to U.S. length of vacations) - My question is: have analysts made this correction to their forecasts?

3. During the last conference call: Vincent would not comment on the delivery of amevive because of competitive reasons. This made me think: A. what competition? (GNE's CD11 product may be similar but is not directly related)
B. BGEN is only going to be able to apply for bolus treatment (not sub-Q) at this time.

4. Does anyone think that the current valuation is out of hand? I know that MEDI's valuation seems to be nuts - biogen at least has a pipeline which may hold a couple of biggies - especially when additional indications are included - but P/E of 80 an almost 300% year to date gain - and loss of substantial royalties in the next decade made me think that the correction would come after hitting 70 not 85.

jimb
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