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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Gulo who wrote (3460)10/27/2003 10:10:55 AM
From: Arthur Radley  Read Replies (1) of 23958
 
Gulo,
The only reason that I mentioned DSCO is that the Phase III results coming up within a few weeks should give it a nice pop...IF the results are what I expect. However, we all know that Phase testing is wrought with failures for "promising" drugs. Granted...I have a sizeable holding in DSCO, but my favorite longer term holding is MICU.
From you posting it appears you have an understanding of the medical arena, and surely have an appreciation for the over use of drugs that we North Americans demonstrate. I'm mainly speaking of the overuse of antibotics and the immunity that we are developing. Also, the scary details of the deaths occuring in our hospitals because of infections. This is why I think MICU has a great future with their current drug before the FDA for approval and their pipeline. With FDA approval in early 04', I think MICU could be a "whoa nellie!" as well as a Yeehawer!!

Any thoughts on MICU?
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