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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Mike who wrote (1070)1/16/2003 8:03:41 PM
From: Sergio H  Read Replies (1) of 23958
 
Mike, look over the press releases over the last few months and you'll note that even MDCO is having difficulty in setting and not revising earnings forecasts. I understand the difficulty is the unpredictability of the market's acceptance of a new product.

The upcoming 10q will give us a good lead as to how 2003 will shape up, but I am reluctant to do any calculations looking out to 2004 for MDCO because their lead product, Angiomax is up against massive competition. I did read about the Chemilog process reducing costs, but there are other areas where costs will rise.

Yes, sales and market share are key stats that analysts will be looking at. How well Angiomax is selling is now the key.

Looking out into 2004, MDCO will need another product. That's why I'm interested in learning what's going on with
clevidipine.

Thanks Mike.
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