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

To: nigel bates who wrote (2604)	1/18/2001 1:20:48 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Bought some BGEN this morning. Decent results last night, although I believe they guided 2001 earnings forecasts down a shade, partly because of the potential short term impact of a possible Intron royalty dispute. More significantly, I think their psoriasis drug (Amevive) will be a very significant drug and so the stock looks quite cheap compared with the other first tiers. I'll discuss Amevive some more when I get round to starting the disease-specific threads (still mulling over how to organize them). Peter