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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Andreas Helke who wrote (7205)	11/21/1999 5:19:00 PM
From: Vector1	Read Replies (3) of 9719

Andreas, The second part re BGEN is easier. The stock is holding up because Avonex sales continue to exceed expectations. In addition royalties from Schering are going to improve as a result of robust sales of intron A.( actually Rebif). Avonex now looks like a billion dollar drug and this should carry them through 2000. I am not a huge bull but I can understand the valuation. On MGI yes I am challenging the group. I guess I expected better initial results in the phase IIs. Shrinking tumors in Pancreatic cancer will not save the patient. Pancreatic cancer is a systemic disease. I am surprised that that do not have a pharma partner since they do not have the resources to take the drug through phase III themselves. Not having a good reason to sell may not be good enough to keep a stock. V1

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