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Biotech / Medical : MEDX ... anybody following? -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (1714)	5/18/2007 7:25:49 PM
From: scaram(o)uche	Respond to of 2240

>> In the last few days I had the chance to meet senior leaders (of Meda rex) and I would say to a person there is a palpable passion for the promise of biotechnology. It is this passion that has underlined and underpinned the resilience of this company, having undergone a most challenging year. << What did I tell them in private? I said "Challenging? Challenging?? You pukin' wimps. Try telling a world that is paralyzed with fear of bird flu that they can't even have their pukin' seasonal vaccine! Try facing your shareholders after a pukin' regulatory agency has said that you couldn't piss on your own foot if you had to!! You puuuuuuuukin' wimps! Get back to work."

To: keokalani'nui who wrote (1714)	5/19/2007 12:44:55 PM
From: software salesperson	Respond to of 2240

Prediction: He's going to have trouble with the 20 minute IB presentation format. if he goes the full 20 minutes, he'll go a lot further than irwin lerner has gone.during one of these presentations, lerner went for about 4 minutes and then "turned it over" to, i believe, an IR person And to confirm that the cloudy thinking, tired sayings and vaporous declarations were no fluke i've noticed throughout my business career that the primary criterion for senior mgmt. successors is that the new person has done the same job before. their record, however spotty, seems irrelevant. as the "thinking" seems to go, it's better to pick someone who has failed in the same job than to pick someone who has a better record in a lower ranking position. after all, the person who has failed in the same position has seen all the relevant issues before. if you spout mgmt. pablum, all the better - -employees and other managers are familiar with it. for that matter, the analyst community seems to prefer it too. on another matter, perhaps the asco abstracts are the reason for yesterday's stock price rise. does anyone have thoughts on where the stock would be (i) with good ticilimumab results at asco? and (ii) coupled with good ipilimumab results in the fall? thanks. sales