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


To: SDR-SI who wrote (1032)6/12/1999 11:45:00 PM
From: Walkingshadow  Read Replies (2) | Respond to of 1686
 
Steve---

Point well taken; most of what I know about BGEN's product pipeline comes from their website, and from boards elsewhere (which I found lacking; that's why I came here). So thank you for the links and the updates. I'll do some more homework, but I'm still on the fence about buying this one. But, I don't seen any reason to rush. I AM impressed with their balance sheet and fundamentals, but my only lurking doubt revolves around sustainability, which of course depends largely on the quality of their pipeline, as well as their competition----I'm a buy and hold type, you see...

Incidentally, regarding Hirulog, I'm sure it will generate profits, but I'm not at all sure to what extent. There are very effective and widely used compteting products in the acute coronary syndrome arena, notably the (increasing) platelet glycoprotein GPIIb/IIa receptor antagonists; there are others being developed. The focus in cardiology in recent years has shifted from the hemostatic/fibrinolytic system to the platelet, which is central to the pathogenesis of acute coronary syndromes such as unstable angina and infarction. I wonder what the anticipated pricing of Hirulog will be compared to these agents..... I doubt that in most circumstances the agents would be used together. Most cardiologists right now use less heparin if they are also giving antiplatelet agents. Any thoughts?

P.S. Maybe BGEN should hire you to update their website! :~)

Thanks again,

Walkingshadow



To: SDR-SI who wrote (1032)6/13/1999 12:10:00 AM
From: P.M.Freedman  Respond to of 1686
 
A funny site about treatment of psoriasis:
marga.com
Biogen's Amevive has to compete with this guy who claimed less than $1.50 expenses and promised it would work.