CEPH - CEPHALON Message Board

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Biotech / Medical : CEPH - CEPHALON

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From: tom pope	3/15/2007 10:19:03 AM
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Binary event? Merrill: Company Updates Cephalon, Inc. (CEPH, US$67.88, C-2-9) Short-term opportunity; near-term upside possible. We reiterate our Neutral rating on CEPH. The FDA action date for Nuvigil is 3/31. CEPH expects Provigil label warning language to be updated at the same time (regarding the potential risk of severe skin reactions). We believe that the severity of warning language in the Nuvigil & Provigil labels could have an impact on market share and growth for both products. Based on our analysis of several scenarios, we believe that the risk/reward is favorable, and that the stock could trade up to the mid-70’s in the most likely scenario. We remain Neutral, as we await further visibility on the success of the Fentora launch & the company’s pipeline.

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