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

To: Biomaven who wrote (10835)	3/4/2004 5:43:34 PM
From: IRWIN JAMES FRANKEL	Read Replies (2) \| Respond to of 52153

>> One cautionary note pointed out to me by a friend is that they are running a combined Avonex/Antegren trial. So there is a possibility of actually bolstering Avonex use - it will be the only existing drug already studied with Antegren. In the BIIB CC there seemed to be an acknowledgement that some amount of cannibalization is likely. I agree with both of those points. The BIIB CC did show some excitement about the acceleration in bringing Antegren forward. I do know several people already getting treated for MS. My discussions with them suggest that adding an IV infusion to a regular shot would be a non-starter. Some would shift to monthly infusion but even that will take some selling. ij