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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: red_dog who wrote (58822)8/31/1999 4:41:00 PM
From: red_dog  Read Replies (1) of 120523
 
ANALYST(S): KING, MICHAEL

RATING: BUY;LTA;BUY;BUY;BUY;BUY;BUY
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Synopsis:

The following synopsis is qualified in its entirety by the more detailed information contained in the full research report, including the discussion of certain risks associated with an investment in this security contained in "Investment Risks."

Research dated prior to September 1, 1998 was prepared by an entity that was acquired by BancBoston Robertson Stephens Inc.

This year's Interscience Conference on Antimicrobial Agents and Chemotherapy (ICAAC) Conference will be held in San Francisco from September 26th - 29th. ICAAC is the most important meeting of the year for researchers specializing in infectious diseases. As can be imagined, ICAAC contains data from studies of a plethora of diseases, including HIV, hepatitis B and C, influenza virus, and fungal and bacterial infections. Much of the data presented at ICAAC has important investment ramifications, as the companies attempt to portray the data from the studies of their compounds in the best light possible. Additionally, investors and analysts like ourselves attempt to handicap the likelihood of FDA approval and/or the market impact of the compounds with data presentations at ICAAC. Below, we preview abstracts on companies in our coverage universe. As a quick guide, we consider the "winners" at ICAAC to be the following (covered) companies:


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