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

To: Jibacoa who wrote (3411)	4/12/2001 12:45:17 PM
From: Biomaven	Respond to of 52153

I listened to the BGEN CC and was pretty impressed. Their pipeline is moving along very nicely, and they sounded very confident about Amevive and Antegren. Avonex sales were strong. I think the Intron royalty dispute has been overblown by superficial reporting - worst case is that royalties resume in July next year, and there is always the chance of a settlement with SGP before that. (They described the position SGP has taken as "very aggressive."). I continue to hold here. Their surplus manufacturing capacity is an overlooked wild card that could easily produce an upside surprise. Peter