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Biotech / Medical : Amgen Inc. (AMGN) -- Ignore unavailable to you. Want to Upgrade?

To: steve kammerer who wrote (665)	12/21/1998 8:25:00 AM
From: Henry Niman	Respond to of 1906

This morning Paine Webber and BBRS raised AMGN target price to $120 and $116 respectively and PW raise rating from ATTRACTIVE to BUY. Joe Kernan just gave an analysis of the NESP decision (said that Epogen was #1 seller for AMGN and JNJ and was most successful Biotech drug). Gordon Binder (AMGN CEO) will be on shortly. Details linked to Biotech Boom table at biocognizance.com

To: steve kammerer who wrote (665)	12/21/1998 8:54:00 AM
From: Henry Niman	Respond to of 1906

Gordon Binder was just on CNBC. Said that AMGN would not favorably look at JNJ takeover. CNBC noted that there had been 8 analyst upgrades (including Deutche Bank, Lehman, and Paine Webber). Synopsis of interview linked to Biotech Boom table at biocognizance.com

To: steve kammerer who wrote (665)	1/2/1999 6:00:00 AM
From: Mike McFarland	Read Replies (4) \| Respond to of 1906

regarding your "home free" message, it seems products are continually challenged... so do you have any thoughts about Ariad's EPO Regulation with Rapamycin? Of course not a threat to sales over the next several years, but looks very interesting. Do you ever remember any discussion here on the Amgen thread about threats to Epogen? Several injections a week sounds pretty awful, so naturally Ariad's high tech solution is exciting. fyi I sold 2/3rds of my shares in aria to try and limit losses, now thinking I should get back in...but I do not know how much of a stranglehold Amgen has over EPO...if you are familiar with their patents on EPO I would be much obliged. I know that is a tall order ...but never hurts to ask. How was it that they defeated J&J--did not follow all that. Thanks for any insight you may have, mainly I depend (too much) on thoughts from the biotech experts here on SI, at least to find ideas etc, but they are pretty quiet when it comes to shouting "this is huge". I posted a message awhile ago regarding Avigen's epo patent, and never did get back a response...so I'm starting to branch out and seed more threads with my questions. Any help anyone? My guess is that if Ariad got that sort of regulation in Monkeys, this is huge...mice is one thing, but monkeys?--terrific. Anyway, not trying to "pump and dump" as they say...since ariad is nearly the smallest position in my portfolio, but anytime David goes up against Goliath it gets interesting. Kinda wish I had kept my other two thirds, of course I kinda wish I'd bough Amgen a few years ago too...sigh. also, here is an article I found which you folks may enjoy Then there is Amgen, the bell of all biotechs who made its name by challenging a big pharmaceutical corporation over its anti-anemia drug and won. investorama.com --Mike