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

To: IRWIN JAMES FRANKEL who wrote (2613)	1/19/2001 10:06:44 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

IJ, Thanks. It is significant that the judge found literal infringement of one claim. This means that the decision does not rest wholly on the (now shaky) doctrine of equivalents given that AMGN amended their claims many times. I picked up a little more BGEN after hours, hoping that the good cheer will spread to the other first tier biotechs on Monday. Of course the DNA weakness might counteract the effects of the AMGN decision some. Wonder what TKTX will plunge to Monday? Might be an interesting buy if there is a huge overreaction. Of course they have problems in their race with GENZ as well. For that matter, AMGN now looks fairly attractive to me, even at their new higher price. Peter