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

To: scaram(o)uche who wrote (541)	1/16/1998 12:34:00 PM
From: Stanley Cowen	Respond to of 1686

JP Morgan upgrades today to BUY. It looks like a retest of last years highs in 50's. If I remember correctly, it was Meryl Lynch that started the down slide late last spring with comments about competition from Copaxone and lack of a product pipeline. Well they were way wrong on both counts. Remember that analysts are often wrong. Stan

To: scaram(o)uche who wrote (541)	1/16/1998 1:27:00 PM
From: Vector1	Read Replies (1) \| Respond to of 1686

Rick, I was at the BGEN main session. When going through the pipeline Tobin was particularly excited about the CD40 ligand program saying watch out for this one in the year to come it could be very big. I am also very impressed with the renewed growth in Avonex. Tobin made it clear that the growth in Europe was achieved without revenue from France which approved Avonex late in the 4th Q. In additon I think Nuerologists are taking note that Avonex continues to show a very low incidence of antibody development making the ongoing trials for its use inearlier stages of the disease progression very exciting. Avonex would have NO competition for the disease in its earlier staes and the market is huge v1