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Biotech / Medical : Biogen -- Ignore unavailable to you. Want to Upgrade?

To: William Partmann who wrote (1026)	6/12/1999 12:12:00 AM
From: P.M.Freedman	Read Replies (1) \| Respond to of 1686

Bill--Do you know that two chemokines and two receptors have been found to be involved in multiple sclerosis recently. This finding suggests that MS could be treated by blocking the cell receptors for those molecules, similar to treatments currently being developed for diseases as diverse as asthma and AIDS. This means some new small molecule oral drugs with better bioavailabilities for treatment of MS will come soon. Drugs like Avonex with huge molecular weight and lower bioavailability may face serious competitions. I don't think Avonex will be good for long term investment. The key things for Biogen is to build up it's new product pipeline like IMNX did.

To: William Partmann who wrote (1026)	6/13/1999 1:01:00 AM
From: P.M.Freedman	Read Replies (2) \| Respond to of 1686

Bill--Another key issue to which you, as a long term investor, should pay attention is one of the key patents of Biogen (U.S. Patent No. 4,530,901 entitled "Recombinant DNA Molecules and Their Use in Producing Interferon-Like Polypeptides," issued on July 23, 1985) will be expired on July 22, 2003. Therefore, Biogen must have another lead drug in the markets by that time. Neither Amevive nor Antova, the two drugs someone claimed coming soon, can play the leading role as Avonex.