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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (963)	1/13/2003 5:08:29 PM
From: Mike	Read Replies (1) \| Respond to of 23958

Godot, Thanks for posting the info on MDCO. I am not sure exactly how you guys work on this board. So I dont want to bore you with too much info on MDCO. This company has a lot of promise and already has some punch left in the bank. I have posted a couple of messages over the past few days on MDCO. Just trying to get this one noticed-not for a pump and dump-but for long term holders. Company has an FDA approved product Angiomax that is in the start of the introduction cycle. This year the company will have $38M in sales and in '03 it will have between $70-$90M. Company is very undercovered even by the press. On Dec 17 the company had a conference call. Upped sales estimates from approx $40M to the current range of $70-$90M AND THERE WASN'T EVEN A PRESS RELEASE!!!! Sorry to banter but there is a great amount of information below thru it's web site. themedicinescompany.com Take a look and let me know your thoughts, Mike

To: Sergio H who wrote (963)	1/15/2003 12:05:30 AM
From: Mike	Read Replies (2) \| Respond to of 23958

Would love some on the board to take a look at one of the YEEHAW'S on the list. The name of the company is The Medicines Company (MDCO). This has been a yeehaw stock that has more room to move. First below is the web site for the company. Most if not all of the information that I am going to discuss is here on the site. themedicinescompany.com The company went public in June 2000 at a price of $16. The company got its start with acquisition on a product from Biogen that was not yet FDA approved. The drug was called Bivalirudin. This product was renamed Angiomax and received FDA approval in Dec 2000. MDCO stock rose to a high of approx $30. The reason why Biogen sold it is that the clinical data they collected did not show great beneficial data for the associated cost of the Bivalirudin. Well what happened is when Biogen was testing it the therapy that it was being used with was changing too fast. That therapy was coronary angioplasty. By the time Biogen got done collecting data the practice pattern had changed. What the people at The Medicine Company did was to relook at the trials Biogen had completed and "recut" or took a relook at the data. Well the data looked good as measured againest current practices. The right clinical trial had to be written and major big name institutions had to do the trial. Well that is when they designed the trial called REPLACE. Once the REPLACE trial was completed the trial REPLACE II was started. Below is a press release on the release of the REPLACE II trial. yahoo.smartmoney.com This trial which was released on November 17,2002 was an absolute homerun. The company hit on all primary and secondary endpoints. The lead investigator was Eric Topel from Cleveland Clinic and the data site for analysis was Duke. The data is going to be published in the next month in the Journal of American Medical Association in mid Feb of 2003. I was hearing that it was supposed to be this week but it is going to be Feb. Following this data release sales of Angiomax have been on a upward rise. Sales prior to this were in the range of $2M-$2.5M per month. After the publication they have moved to an approx $5M for the month of Dec '02. On Dec 17,2002 the company had a conference call which is below: corporate-ir.net On this conference call they stated sales of Angiomax are ramping up and for '02 it looked like sales would come in at $38M. They made upward sales projections for '03 to between $70-$90M for the year. Lastly, the company presented at JP Morgan Healthcare Conference which was held on Jan 6th. That link is also below: mapdigital.com The company also has the following clinical activities for increased use of Angiomax. Low Molecular Weight Heparin (LMWH) Pre-treatment Study PK/PD Study Ticlopidine Interaction Study Hirulog® (now ANGIOMAX®) Early Reperfusion/Occlusion (HERO-2) Trial Comparison of Abciximab Complications with Hirulog (now ANGIOMAX®) Ischemic Events Trial (CACHET) Phase A CACHET Phase B CACHET Phase C Anticoagulant Therapy with Bivalirudin to Assist in PCI (ATBAT) 1st Inning Trial (PCI in HIT/HITTS) Drug Interaction Study — ANGIOMAX® plus Integrilin vs. heparin plus Integrilin in PCI Drug Interaction Study — ANGIOMAX® plus Aggrastat vs. heparin plus Aggrastat in PCI REPLACE Study — ANGIOMAX® in the modern PCI setting CABG Off-Pump Study — ANGIOMAX® in OPCAB Graft Surgery For information regarding clinical activities contact angiomax@themedco.com For Angiomax® Medical Information Requests (health care professionals only) call 1-800-ANGIOMAX (1-800-264-4662). The last item is a presentation that will take place this March. The data from the Replace II trial will be presented at the ACC Confernce in Chicago. This is where subset analysis will be released from Replace II. This could also give upward movement to the use of Angiomax and the stock. This is a very undercovered stock and company. Very few analyst cover the stock and it appears to me to be an undiscovered diamond. I would love to get help in determining what other companies have profiles similar to MDCO. What is the risk profile and what should the stock price be based on different scenarios. I just think with sales in '03 of between $70-$90M and eps in the range of -0.24 to -0.11 that the stock will have legs. It is expected to show a profit in '04. I think that if all the data is "cut and analyzed" and there are no gapping holes this one could be a major YEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEHAWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWWW!!!!!! Sorry for the long post and comments and questions encouraged, Mike PS In addition, if this detailed of a discussion should go to the MDCO board please let me know.