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


To: David Howe who wrote (117)4/8/2004 1:04:06 PM
From: Mike  Respond to of 125
 
Ok I see. MLNM was a company that was attacking MDCO with vengance. There were comments made by C. Michael Gibson in my area that using Angiomax was going to "kill patients". This talk was sponsored by MLNM.

So if you take my comments in context you may or may not view it differently. In addition, Angiomax is kicking MLNM and Integrilin hind end in the standard cath lab business. What I am referring to is patients that don't come in with ACS and an Acute MI. MLNM and Integrilin in this side of the business are doing phenominal job. But in MLNM's previous "bread and butter" business in the cath lab is being extensively been nailed by MDCO and Angiomax.

MDCO has earnings coming out on April 20. We will have to see the numbers to fully understand if I am right. But in the meantime,I stand by my statements that MLNM is a dirtbag company. MLNM will never hit profitability by 2006. That is when MDCO and Angiomax will be hitting MLNM right in the gut with the Acuity trial results and getting upstream use in the ER of Angiomax. MLNM will have trouble then.

Later,
Mike



To: David Howe who wrote (117)4/8/2004 1:07:46 PM
From: Mike  Read Replies (1) | Respond to of 125
 
What would you think if MLNM went up a big whoop $6. You would be joyous. The best thing about MDCO is it ain't close to being over. I have predicted sometime ago that this one was going to $40 in '04.

I have reservations now that I predicted too low of appreciation for MDCO. It will be 2010 before MLNM ever comes close to $40.

Mike