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

To: tuck who wrote (84)	5/27/2003 5:57:06 PM
From: Mike	Respond to of 125

Tuck, Thanks for posting the information on the Chemilog process. This is great news but has been priced into the stock I would think. This new process is going to decrease the cost of goods sold by 10-15%. The new process is going to be more efficent and easier. In addition,MDCO has already started using the process to manufacture Angiomax. The product prior to this was manufactured and paid for thru R&D expenses. So MDCO will sell the product that is still in the pipeline and that product will have the current higher cost and lower margins. Once all the old manufacturing process product is used they will take already paid for Chemilog product from inventory. Remember this product has already been paid for thru a previous R&D expense. So the margins once this new Chemilog Angiomax is sold will be initially greatly inflated. The bottomline is profitablility for MDCO is much closer. Keep an eye on this stock going forward. I have a target on this stock for late 2004 of over $40. This is based on approval of the open heart application of Angiomax and good data on the blood pressure lowering drug Clividipine (sp?). Mike

To: tuck who wrote (84)	6/3/2003 5:27:00 PM
From: Mike	Respond to of 125

Couple of posts from the yahoo board. can you spell BUBBLE BRAIN? by: retireonme Long-Term Sentiment: Strong Buy 05/29/03 10:30 am Msg: 1485 of 1504 You my dear should shack up with Bwaaaahahaaa. You two share the same ideas and have very small pea sized brain. Well we all shouldn't complain because someone has to be on the low end of the bell curve. Angiomax is a $500MM/yr drug in 2006 or 2007. Jump on and enjoy the ride. I hope MDCO can stay independant to see this come to be a reality. Now let me justify that comment. First I think the use of Angiomax for PCI is a good match. If we can show equivalancy of the use of Angiomax in the ER I think this is even a better fit. This gives the physician more control over the patient outcome. With the shorter half life of Angiomax it gives the physician control. So the Acuity trial is going to be critical to realizing a goal of $500MM in sales per year. The use of Angiomax in the open heart application is potentially going to be the shining light!! If we can show benefit in this trial this is going to be the real winner for Angiomax. Again the surgeon is going to have more control over the patient with better outcomes. This needs to be proven out in clinical trials. These two applications are investors match made in profit heaven. The other retread drug Clividipine is a great add on drug for the reps to sell while selling Angiomax to the CV surgeon they sell the Anesthia Dr the Clividipine. Match made in profit heaven. Now we need the clinical data in the next couple years to back it up. I think it's good bet that it will be positive. Good investing, Retireonmdco Reasons for the stock to go up? by: retireonme Long-Term Sentiment: Strong Buy 06/02/03 09:17 pm Msg: 1502 of 1504 If this company can get $100MM in sales this year we have support for the stock going up. No one currently knows the answer to that question. But I am staying with that projection. We won't know until after earnings for the quarter ending in June. Even after that announcement it will be quesioned if they can really can reach that number. It's called legalized gambling via your broker. Jump in,join in and have fun. Don't be like Bobby Brown. Here is another reason for a slight increase in the stock. Some of the bozo's that shorted the stock in the teens covered. Covered, but got absolutely killed. This was the first monthly figure that showed a decrease in the number of shares shorted decreasing. nasdaq.com pe=&mkttype=&pathname=&page=short&selected=mdco&78458 Next we have had an absolute feeding frenzy to buy biotechs. The index today alone was up 1.3% due to the ASCO meeting in Chicago. Money is cheap and there is also speculation surrounding consolidation in the biotech field. I have not seen anyone mention MDCO as a buyout candidate but there is alot of this going on now. Short term we maybe a little extended and below is some of the technicals. You make the choice and the analysis. I'll supply the tools. stockconsultant.com Glad we have so many thoughtful insightful posters. Bunch of dipshits. Retireonme Come on boys and girls by: retireonme Long-Term Sentiment: Strong Buy 06/03/03 10:33 am Msg: 1504 of 1504 This is a great find that you will only see a few times in your lifetime. A double bagger is a great gift for your portfolio and move you closer to retirement. Hell I figure this investment in MDCO is going to push up my retirement date by at least three years if not longer. So lets move back to the stock. Here is the most critical thing occurring with MDCO. That being the application of Angiomax in open heart surgery. I have been trying to make contact with some CV surgeons and good perfusionist to discuss this use. Not promote but to have a technical discussion on the use of Angiomax of open heart. Does anyone out there have a way to further research this application. Currently what is the timeframe on approval of the use of Angiomax for heperan allergy patients? This will open up the door for the company to have open discussions about the use. Right now it is hard to find. But this application and this drug are a investors dream. All the other shorts are on ignore unless you can discuss this use. So come on board lets get this discussion going so we can verify that this stock is a dream. Retireonme