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

To: tuck who wrote (52)2/20/2003 9:20:12 AM
From: Mike  Respond to of 125
 
Tuck I read that information yesterday. I would see that as definite bad news for MLNM. Lilly smells blood in the water and is getting ready for the subanalysis on Replace 2 trial. I am not sure what the subanalysis will show but the press release you sent indicates.

The big question is how it will help or hurt MDCO. I look at the decreasing price of Reopro as a negative to MDCO. The reason why is that this changes the economic savings that the Replace 2 trial has shown. Not sure by how much but would decrease it.

Thanks for the information.
Mike



To: tuck who wrote (52)2/20/2003 9:32:38 AM
From: Mike  Respond to of 125
 
Investors of MDCO. There is some sub group analysis that is available. If you visit below and register you can look at a discussion with Dr Lincoff. He presents some of the initial sub group analysis.

theheart.org

I have not yet been able to look it over to comment. Take a look and let us know your thoughts.

Mike


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