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 (1739)	1/25/2007 1:14:39 PM
From: Ward Knutson	Read Replies (1) of 1826

There will be minimal impact from generic Zofran in the 1st half, while it is having a significant impact on Kytril and Anzemet - and branded Zofran most notably. Leerink conducted a recent survey supporting this theory - pointing to a mere 8% disruption - significantly less than the mkt is anticipating. The back half of the year will be a nice windfall for Aloxi as they stand to gain the "switchers" seeking the spread which turns significantly in Aloxi's faovor at that time. If Aquavan data for bronchoscopy is anywhere near as strong as colonoscopy there could be quite a run in store for the stock. That top-line data should be announced this quarter. I suspect as soon as the unknown generic effect is quantified, some larger pharma will take a run at MGI.

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