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

To: tuck who wrote (1821)	10/11/2000 1:50:27 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Well BGEN hasn't reacted negatively so far today. The last biotech "sell" I recall was by a certain unmentionable analyst (don't want to get sued <g>) on SEPR - and maybe he later had a sell on ELN as well. In general of course there should be more "sells," so I'm not going to jump on this Prudential call. I haven't seen the details of his downgrade, but I assume it is based on slowing Avonex sales. OTOH, I think Drake is underestimating the recent publication concerning the early treatment of MS: cnn.com Can't understand why BGEN hasn't been busier in-licensing a late-stage candidate or munching someone over the last year since the unfortunate demise of their CD40L drug. Big mistake in my view. Peter