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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Shtirlitz who wrote (7711)	1/12/2001 1:32:11 AM
From: Bill Wexler	Respond to of 10293

I like the track record of the company and I am encourged that they are widening their new drug pipeline. They trade at a reasonable multiple and are swimming in cash, so there is a nice floor under the stock. A lot of people are skeptical about the stock because they are concerened about slowing sales of Avonex and patent expirations. Gosh, isn't this the exact same problem EVERY high-quality pharma faces everntually? The bottom line is that this company has a proven track record of delivering shareholder value. The same fears have been raised about AMGN for years ...and the stock has done nothing but go up. Don't listen to the noise, just look at the results. BGEN is a buy unless and until they fail to execute.

To: Shtirlitz who wrote (7711)	1/12/2001 1:32:49 AM
From: Bill Wexler	Respond to of 10293

I like the track record of the company and I am encouraged that they are widening their new drug pipeline. They trade at a reasonable multiple and are swimming in cash, so there is a nice floor under the stock. A lot of people are skeptical about the stock because they are concerned about slowing sales of Avonex and patent expirations. Gosh, isn't this the exact same problem EVERY high-quality pharma faces eventually? The bottom line is that this company has a proven track record of delivering shareholder value. The same fears have been raised about AMGN for years ...and the stock has done nothing but go up. Don't listen to the noise, just look at the results. BGEN is a buy unless and until they fail to execute.