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Biotech / Medical : Analysts and calls -- US Bancorp Piper Jaffray -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (1)11/20/2002 4:01:16 PM
From: JFitnich  Read Replies (2) | Respond to of 22
 
USBPJ recently dropped coverage on several companies including DGEN, TLRK, & MLNM.

Thomas Hancock was covering these companies. I don't know if he left, but Mark Augustine recently jumped to CSFB.

I had respect for the old "Piper Jaffray", but they developed an addiction to investment banking fees that in did in their analyst research. They have in the past been big producers of the "the company said this...we reit buy" reports I loathe.

The exception has been Peter Ginsberg. The report he wrote on ALTH (whether you like his views or not) was an excellent overview of the risks (and rewards) involved in their Phase 3 trial. It was excellent stuff. I never paid much attention to him in the past, but I definitely read his work on Allos in the future. Maybe I'm too easily impressed?

All my opinion FWIW.

Jason