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Technology Stocks : Orbital science (ORB) -- Ignore unavailable to you. Want to Upgrade?

To: Angelo J Cici who wrote (1240)	3/13/1998 6:58:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 2394

[Off-topic BIOGEN} Thanks Angelo, this is a very nice summary. Some more "dry" info available at techstocks.com The market cap is actually closer to $3.5 bill, which makes your comparison to Amgen even more favorable. The name of their big drug is Avonex (Avonics would sound the same). I think further growth of the Avonex market, for the current approved indication, will not be that great. However, Biogen is also testing it for other indications. More importantly, I think, one or two of the drugs in development may dwarf Avonex if they reach the market. I don't think most analysts have picked on the potential of their pipeline, or at least are playing this aspect very conservatively if at all. Other biotechs may have larger potential, but Biogen - for the reasons you listed - will let you sleep at night much better. Thanks again, PB

To: Angelo J Cici who wrote (1240)	3/14/1998 1:10:00 AM
From: megazoo	Read Replies (1) \| Respond to of 2394

get your facts straight angelo first of all, amgen is not a one product company. neupogen and epogen are two blockbuster drugs. true, the growth rate has been stagnant lately, but if -an a big if- leptin (amgen's obesity-controlling product) gets fda approval, amgen's market cap of 13 billio - not 20 billion- will triple in a short time. personally, i don't think there is any reason to invest in biotech presently. the sector has been full of empty promises. but when th big guns start rolling their dough in biotech in the next millenium, i will be there bettin three quarters of my ranch, in the meantime, go ORBI, go IDTC, go PSFT, go CNCX, go SAPHY, go SEBL.