OSI Pharmaceuticals Inc. (Osip)

[Swizzer13]

Hey surf, check the Lehmann bros reco on OSIP. Target $48 sounds good to me... I believe the Tarceva approval Japan, Januvia explosive sales, Galvus approved in EU, Eli Lilly and others working on DPIV-products, OSIP's own work on their DPIV product, new collaborations with AVEO & Ophthotech, etc. will be a good base for higher PPS for OSIP. If tomorrow's earnings are exceeding analyst's expectation, then we might be up to a good run.

The only 2 points that can/will drag OSIP are in my opinion:
- Pipeline overall does not look too strong. I hope they are working on things in the background
- Macugen divestiture takes too long now. They need to conclude by year end, otherwise they lose their face on that one