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Biotech / Medical : MDCO: Medicines Company -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (42)	2/12/2003 1:29:58 AM
From: Mike	Respond to of 125

Rich heres my guess. The market was nervous about everything from the earnings on MDCO,which came out today,to where the hell you can get some duct tape. I also think the shorts had some play today. Well the earnings came out and they were not a great suprise. Revenues were slightly ahead of some analyst and the loss was slightly lower than expected. Forward statements by the company were no different that stated goals put out in Dec. So where do we go from here? Personally I think the stock will revisit the old high of $18.75 in the next week. The Replace II trial results are expected to come out Feb 18 in JAMA. This will be a nice marketing tool and peer review of Angiomax. There has been discussion too that some of the subanalysis data will be in this publication. This will be good for MDCO. You may want to listen to the CC from today. It can be accessed at: themedicinescompany.com Listen to both todays CC and the review of financial results from Dec. This will let you know everything. Let me know your thoughts. I think Angiomax is a real winner. More positive clinical data on other applications to follow. Mike

To: Rich1 who wrote (42)	2/13/2003 7:32:01 AM
From: Mike	Read Replies (1) \| Respond to of 125

MDCO is currently under accumulation. On the days that we have up days volume is over 1M. On the down days we have only average daily volume of 450K. I am not good at technical analysis but this is a good sign. The Replace II results should be published in JAMA next week. For the ones that are new to MDCO Replace II was the trial that looked at the Angiomax. This was a huge trial. Below is some info on that trial. The Medicines Company's REPLACE-2 Clinical Trial Meets Primary and Secondary Endpoints for Angiomax -bivalirudin biz.yahoo.com Remember too that they announced earnings recently. They confirmed guidance for next year. That guidance is for sales in the $70M-$90M range and loss of approx $20M. I think this loss is based on sales of $70M and they will breakeven on sales of $90M. The Medicines Company Reports Fourth Quarter and Full Year 2002 Financial Results Tuesday February 11, 4:27 pm ET -- 2002 revenues up 169% compared to 2001 biz.yahoo.com Good investing all, Mike