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

To: Renee who wrote (409)	8/19/1998 6:47:00 PM
From: James Perry	Respond to of 1025

Thank you for a delightfully detailed response. I share your doubt that anything exciting will come from Sam's visit to Switz. This case has been on the docket for about 10 months at this point. While I am totally without knowledge as to the usual delay in getting a case to trial in Maryland, it seems to me that a year from now is probably an optimistic guess. Settlement seems an unlikely prospect until trial draws near, and Roche has little cause to hurry. In the long run, that matters little. Defendants seem to lose little sleep so long as trial can be avoided or delayed, but realism does come when time runs out. Guess we will have to wait, and meanwhile this is a fine opportunity to buy a little more! Usually, a stock can be expected to give up about half its gain, and since Igen run from 5 to 45, a surrender of 20 of those points suggests it should be around its bottom, now.

To: Renee who wrote (409)	8/21/1998 12:28:00 AM
From: John Zwiener	Read Replies (1) \| Respond to of 1025

Renee and James, your thinking parallels mine almost exactly. Plus the price of Igen is about the same as the lowest price I think the Roche license would go for. Not much risk anymore at this price, at least longer term. I think the other things going on have a good chance of making the Roche license buyout look small. Future events will eventually get the price going IMO. Quantech. Renee, I'm still trying to get info of qqqq technology and understand it's theoritical potential. I've talked with IR and had to do some talking to make it clear the info I needed to make an educated decision. I'm not sure that they really believe that their test platform is any particular leap, but instead does what other technologies do. I know that Origen technology can theorically and practically can detect single molecules. I also wanted performance data on the myoglobin test, and they were not sure that was available, so my impression is that they weren't thrilled enough to get that info out. But I'll reserve final opinion until I get the data I need. (Also, they have NO money).