Biotech Values

[biophud]

I'm not sure the best way to play an increase in transfusions. Chiron (now NVS) was involved in testing (hep HIV) with Genprobe. With regards to NVS, I would quess that blood testing is a small percentage of its total revenues. Genprobe was a a very high priced stock (the last time I checked).

What percentage of EPO sales (high dose EPO, off label use , etc.) is affected by the recent news? I'm trying to get a sense of how significant this is for AMGN. With its recent price decline, it looks like AMGN is nearing a good entry point for long term biotech investors who want a large-cap/conservative biotech.

biophud