MGI Pharma MOGN New patents, anti cancer Message Board

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Biotech / Medical : MGI Pharma MOGN New patents, anti cancer

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To: tuck who wrote (1710)	10/13/2006 3:36:50 PM
From: Ward Knutson	of 1826

<<Ward, I agree with your analysis, but the strong Dacogen launch has been news for several weeks.>> And since mid-August, the bottoming-out, the stock has been climbing nicely. I suspect that we could see the July gap filled rather quickly if next week's earnings point to Dacogen approaching $40 million for this year AND if Aloxi hits ~ $70 million for the quarter. There will be some rockiness for a couple of qtrs with Aloxi, but then I am convinced MGI will aggressively regain share, and grow share nicely in the back half of 2007. In 2007 - Dacogen growth/prospects for label expansion and Aquavan NDA should be significant drivers of share performance, all Aloxi has to do really is hang in there through the arbitrage (short-term) mess.

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