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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (307)	12/20/1998 11:59:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 1073

Grinch! (eom)

To: Biomaven who wrote (307)	12/21/1998 6:55:00 AM
From: Henry Niman	Respond to of 1073

Friday AMGN won its dispute with JNJ over rights to a new and improved EPO (AMGN said it was a new molecule and not covered by the 1985 EPO deal with JNJ). This decision by the arbitration panel isn't apealable and should be a major boost to AMGN's bottom line, which would increase their ability to aquire smaller Biotechs. Today's WSJ discusses the decision and notes that the vote should provide a boost to the entire Biotech sector. Details linked to the Biotech Boom table at biocognizance.com

To: Biomaven who wrote (307)	12/21/1998 8:24:00 AM
From: Henry Niman	Respond to of 1073

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