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

To: P.M.Freedman who wrote (1046)	6/13/1999 12:52:00 PM
From: Harold Engstrom	Read Replies (2) \| Respond to of 1686

Amevive - 2001 launch Antova - 2002 VLA4 - 2002/3 Adentri - 2003/4 Gelsolin - I don't think this is going anywhere. Preclinical - No info Avonex - present and rolling approvals Amevive has been extremely successful in PIIb trials with no side effects. The psoraisis market is big and wide open. As I have written before, my opinion regarding market size and and penetration is no more than regurgitated opinions from elsewhere - but, the estimates of market size range to $3.6B and Amevive is likely to be the primary choice where there really aren't any alternatives. Antova is well targeted at lupus and transplantation. It is not in any "lottery" stage. The fact that Idec is trying for lupus with the same molecule should bolster that view. ITP was the "proof of concept" indication for Antova and that seemed to work well. CVT124 - Adentri - is another promising candidate for congestive heart failure. I don't know where that stands in terms of priorities for Biogen, but it is targeted at a critical indication that is conducive to speedy trials with clear endpoints. VLA4 is being commercialized for Asthma by Merck. It should be coming to the end of its PII trials soon. Note that Merck started PI trials last January, completed them in 100 days, and then began accruing patients for PII immediately. RA, MS and diabetes are other indications that have shown great promise.