Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : analysts and calls -- Morgan Stanley -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (21)	5/14/2003 3:49:00 PM
From: Icebrg	Read Replies (1) \| Respond to of 31

Tuck He is at least consistent with his October call. And he should be. Nothing material has changed. Apart from the very swift approval from the FDA for Velcade. I feel however that he looks at every issue from a negative point of view. Perhaps the right thing if one is set to analyze biotechs. Most things do go wrong. Sooner or later. If he will be right or wrong in his price opinion will however IMHO depend more on the general sentiment towards biotech than on MLNM-specific matters. A very rich Velcade deal or early positive signs at ASCO or at AACR-EORTC in the autumn are the decisive factors. MLNM have said that they expect to have firm opinions before year-end on four additional Velcade indications. If they are positive they will let us know and the share price should respond correspondingly. Erik