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Biotech / Medical : MedImmune

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To: Dr. Bob who wrote (17)	3/30/1997 4:34:00 PM
From: Doug Meetmer	of 416

An interesting point. My experience leads me to believe that generally, when a company finds out that there is increased demand for a product, the analysts find out as well. This leads to increased earnings estimates and may lead to upward pricing pressure on a stock. However, when the company then comes out and states they are running into shortages of product, the stock goes down because both analysts and investors know that the earnings will have a cap due to product shortage. The question at hand is whether or not the analysts were aware of the ongoing demand for respigam throughout the past flu season, and if so, did they also know of supply problems. If the perception was for an earnings surprise on the upside, then news of product shortages will hurt Medimmune. Otherwise, it is already accounted for in the stock price and we have no worries. Take care, Doug

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