Tercica Inc. (TRCA)

[coinstarz]

excerpts from Ross Cap on first call By: Ulose123
Date: 02/28/06 11:03 am

seems the call on TRCA by Ross is hitting their stock, not only price but look who sold today--big institution. these are excerpts from the analyst firm, can not post URL as it is subscription only. Ross is not public and is not a brokerage so they do not come up on typical newswires b/c it is illegal to re-post without license fees...they are very well respected in the investment community and they do not own either stock.

"We believe that once iPlex is established in the market there will be little or no demand for Increlex." "Tercica does not have the longer term fundementals or resources that would support a multiple product pipeline, as its competitor, Insmed, clearly does."

"Our polling shows top endos will not recommend Increlex due to ongoing studies of dosing effectiveness. This is also a clear signal that Increlex did not capitalize on its 'first mover' advantage, as indicated by management on TRCA's recent earnings conference call."

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=1608000820&tid=trca&sid=...