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Biotech / Medical
analysts and calls -- ML
An SI Board Since September 2002
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Emcee:  scaram(o)uche Type:  Moderated
Introduction Compact
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213New River Pharma Strong risk/reward into upcoming PDUFA We believe NRPH providetom pope-9/25/2006
212Biomarin: Serono highlights Phenoptin at London conference BioMarin’s Phenoptintom pope-9/20/2006
211ADLR Stock undervalued for Entereg in OBD, POI We are upgrading Adolor to BUY wtom pope-9/20/2006
210MATK: Martek Biosciences (MATK; $21.80; C-2-9) Upgrade: Sell to Neutral as Negatom pope-9/20/2006
209GENZ Campath in MS 2 year data consistent with 1 year data Genzyme reported inttom pope-9/14/2006
208GSK - I wouldn't call GSK oversold GlaxoSmithKline  Company Update; Upcomitom pope-9/1/2006
207Theravance Telavancin Shows Trend towards Superiority Theravance released positom pope-8/23/2006
206Small cap ideas for a near-term biotech rally Still Looking for Near-Term Biotectom pope-8/21/2006
205NRPH: Shire/Barr settlement on Adderall XR reduces PDUFA risk Shire and Barr stom pope-8/16/2006
204BMRN: Initiating with Buy and $17 price objective We are initiating coverage oftom pope-5/19/2006
203And another overview: Large cap biotechs should outperform small caps The BIO-tom pope-5/17/2006
202grab bag: Biotechnology Relative Biotech Stock Trades Relative Trade Ideas Fotom pope-5/17/2006
201An overview (gloomy, but with a bunch of recommendations): Bio-I Score Down on tom pope-4/13/2006
200Merrill Lynch warns staff on ethical behaviour By James Politi [FT] in New York sim1-4/12/2006
199PDLI. Merrill rates it a buy: PDL’s royalty revenue on track after DNA’s 1Q06 rtom pope-4/12/2006
198ALKS Summary Thoughts Following Recent Roadshow Heavy Emphasis On Vivitrol Invtom pope-4/4/2006
197ALTUS - (1)Summary and (2) near term catalysts from the body of the report Altutom pope-3/30/2006
196BVF Biovail Corporation (BVF, $26.63, C-2-7) Downgrade to Neutral. Risk to Guidtom pope-3/24/2006
195The Ende effect didn't last long, did it. Up about 8% from the low.tom pope-3/22/2006
194Ende's downgrade of Telik Message 22284033 (thanks, Tom) is strange, becautuck-3/22/2006
193DNA Early Data & Growth Update at Analyst Day: DNA is holding an analyst datom pope-3/17/2006
192This is from 3/3, missed it when it came out, sorry: CELG Price Target Changestom pope-3/9/2006
191AFFX Affymetrix Inc (AFFX, $32.79, C-3-9) Maintain Sell; We Think Theoretical Ftom pope-3/9/2006
190CBST Cubist Pharmaceuticals Inc (CBST, $23.44, C-1-9) Reiterate Buy. Raising PTtom pope-3/7/2006
189NKTR:  Estimate Change; Exubera Approved; Silver Lining With a Cloud Exubera atom pope-1/31/2006
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