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Biotech / Medical : MedImmune -- Ignore unavailable to you. Want to Upgrade?

To: Alexander Hardin who wrote (101)	3/11/1998 2:30:00 PM
From: bill small	Respond to of 416

Hi Alexander, Suggest you call MEDI investor relations chief, Mark Kaufmann, 301 417 0770 x321 and get an investor kit. Ask Mark to include analyst reports in the kit. I live near company and follow pretty closely. They have a significant pipeline but real story is company should begin profitability this year. Fast revenue/profit growth is projected as the drugs on market support continued development of pipeline. This is one of the best bets in the bioteck sector IMO. Also MEDI is an especially first class company based on my personal experiences with them. Take a look and then we can discuss further. best of luck.....Bill

To: Alexander Hardin who wrote (101)	3/11/1998 4:49:00 PM
From: Pseudo Biologist	Respond to of 416

Here is a link to an older post pointing to some discussion of competition for MEDI-493 (Synagis). It also speculates some on the potential market for this product. Message 3115469 Synagis is expected to be approved some time this year and is the main reason to expect MEDI to be profitable in the short term. IDEC has molecules in development that could compete with Synagis, but I don't think they have even started clinical trials yet. The other source of competition is more indirect, i.e. vaccines to RSV, but, first, they also have a vaccine program for this (phase II in collaboration with AHP), and, historically, it has been very difficult to develop such vaccines. Aviron has also a vaccine program in early stages (trivia: the person who discovered the mouse version of MEDI-493 in a NIH lab has now a management position at Aviron). Finally, small molecules antiviral are also being developed (the ICN molecule is in the market, but it does not seem very effective as per my conversations with pediatricians), but are at very early stages. Other MEDI compounds in the pipeline include a whole slew of vaccines. Chances are Pasteur Merieux has competing programs; I have not studied this situation in detail, being focused on Synagis for now. The antibodies in development for transplantation and to treat autoimmune conditions (BTI-322 and its humanized version MEDI-507; also MEDI-500?) would have competition from antibodies in the market or about to reach the market from Roche and Novartis. I would also follow Bill's suggestion and call the company. I did about a year ago, liked what I saw then, and cannot complain too much. If you have other specific questions about other products in the pipeline, while you wait for the info from the company, feel free to ask. PB

To: Alexander Hardin who wrote (101)	3/12/1998 2:56:00 PM
From: bill small	Read Replies (1) \| Respond to of 416

Alex, I would add another to why I like MEDI---they have a business model which I think will enable them eventually become a full fledge pharma company. Currently they have a manufacturing plant under construction here in MD where they will make Synagis and other drugs. They have invested heavily in a trained sales force for their products but have not neglected partnerships to enhance/accelerate drug sales. While I haven't heard them say it so many words, they are giving away the least amount of sales to partners while retaining rights to market/make as much product as they can. We shareholder should benefit as long as they don't overextend themselves. IMO they are reasonable so far in what they plan. hope this helps and look forward to discussing more as you get materials from MEDI........Bill