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

To: dmkst1 who wrote (1076)	7/9/1999 11:09:00 AM
From: Beltropolis Boy	Respond to of 1686

>anybody hear the conference call? jimb. i don't have the number, but according to biogen's website, you can access the replay via real player. unfortunately, i can't get the damn thing to work. -chris. ----- Call Replay This event will be archived and available for replay 45-60 minutes following the WebCast. To access the archived event: tm.intervu.net

To: dmkst1 who wrote (1076)	7/9/1999 11:15:00 AM
From: Beltropolis Boy	Respond to of 1686

culled from the yahoo 'boreds,' so you know, don't go mortgage the wife. ----- My rambling on the call by: asawicki_98 2443 of 2446 If I made any mistakes, hope someone points them out. Avonex... added 5000 patients U.S. from 46,000 to 51,000 added 2000 patients in Europe for the quarter 16,000 to 18,000 next quarter should be another 3,000 or so U.S. probably less than 2,000 Europe. Will sell themselves in the Nordic countries now but those markets are small. Market share Europe low 40%'s Betaseron also low 40%'s Rebif in the teens. Thinks ten to fifteen percent of patients in U.S. may be off-label for secondary progressive. Avonex multidose and monosymptomatic trials should finish second half of 2000. Secondary progressive first half of 2001. Amevive. Hopes to be as big or bigger than Avonex. Trials for new indications next year (not specified). Launch late 2001/early 2002. Antova. Six indications. ITP, factor VIII inhibition,islet cell transplantation, renal transplantation, Lupus and MS (if Viragen doesn't crush them and put them out of business first). OP-1 looks deader than a doornail. R&D taking big increase. 30% increase to $300 million next year which implies a big increase in second half of this year too. Hope they can keep up the earnings growth with that. Their investments in the small Biotech's are only worth $13 million now so not much to write off worst case.