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Biotech / Medical : analysts and calls -- B of A

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To: scaram(o)uche who started this subject	9/20/2002 9:50:31 AM
From: JFitnich	Read Replies (1) of 33

James Reddoch and Mike King King covers mostly product companies and top tier biotechs. Reddoch covers mainly genomics companies. Impressions - I've read King's stuff. Excellent. In my mind he is very well connected and spends more time on speaking with medical professionals (he seems to do more CCalls with MD's etc.) I see most of this as value added as the majority of the analysts type up the quarterly call highlights and call it a day. With King, you get opinions from the people who will be writing the scrips. Reddoch has put out some interesting stuff as well. I don't read all of it, but he is willing to hang his neck out at times (TLRK call) which I respect. He may not be right, but he's willing to tell you why he THINKS he's right. King's recs : AMGN - Buy BGEN - Mkt performer (beat market by 0-10%) MEDI - Mkt performer DNA - Mkt performer OSIP - Mkt Performer (no 12 month target given) NBIX - Strong buy - 12-month target price as of JUL1702 - $46 LGND - Buy Reddoch recs - DDDP - Buy MLNM - ?? TLRK - Mkt performer (no 12 month target price given HGSI - Buy AFFX - ??? CRA - Buy EXEL - Buy There may be others, but this is what I was able to come up with. Some of the recs may have changed as some info is dated. It looks like they stopped giving target prices for several of the companies. Not sure if this was company wide or not. For example when King initiated coverage of OSIP in July, he hung a $31 target on it. After Iressa Ph 3 results, he gives it an N/A. This could apply to NBIX as well. Hope this was what you were looking for. JF

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