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

To: Harold Engstrom who wrote (916)	4/5/1999 12:39:00 PM
From: JEB	Read Replies (1) \| Respond to of 1686

Harold, Good follow through! Now we have VLA-4 and CVT-124 for heart disease. VLA-4 is still only tested with mice (as far as I can tell) so I will be keeping a vigil on its progress. I'll let you know if I find anything about human testing or when we can expect it. Good trading, JEB

To: Harold Engstrom who wrote (916)	4/5/1999 10:18:00 PM
From: Mark Bong	Read Replies (2) \| Respond to of 1686

"Even if our prognosis is off, our confidence in CV Therapeutics' shares is buttressed by the company's balance sheet, where $45 million -- fully two-thirds of CV's current market cap of $68 million -- is safely tucked away." Maybe BGEN should buy this company. Their milestone payments plus CVTX cash deducted from the purchase price would make this a pretty good buy. With 6 million patients having congestive heart failure, I think that the market is much larger than $250MM. I have seen this figure referred to in year two of sales, and I do not think that this represents the full potential of this drug. I have held BGEN since 1987 and have added to my position periodically since that time.