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

To: Michael Greene who wrote (512)	9/22/1999 1:47:00 AM
From: jpbrody	Read Replies (1) \| Respond to of 1025

Yeah, thanks Michael, that's what I was referring to. If Migausky thinks that Roche's diagnostic products will be migrating to IGEN's technology, he's got to base any settlement price on that. I think he made it quite clear that IGEN is looking at an upper limit of 9% royalties on Roche's 20% of a $7 billion market (about $125 million/year). I have no independent estimates of either Roche's market share or the total market size. Does anyone know whether Migausky made a reasonable statement there? Does Roche really do $1.4 billion/year in testing that could be done on an Electsys? I was basing my estimates on what IGEN management has said. In the past, they have been very conservative. I trust them, but it would be good to get some independent estimates. Jim