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Bobwins

08/01/05 5:20 PM

#18020 RE: bbotcs #18019

Vphm appears to be getting increasing prescriptions for Vancocin. The alternative is not as effective at stopping the progression of the intestinal infection. If they get a Journal of Medicine article stating that physicians should prescribe Vancocin first in high risk patients, we will have the green light.

Irc says latest IMS report shows Vancocin prescriptions exceeded previous record month of May so we may already be on the way due to word of mouth and also conferences that Vphm has sponsored to highlight the problem.

There is anecdotal evidence that the extreme diarrhea is spreading and becoming more common amongst elderly. I think MSGI's wife is a nurse and reported more cases of the c.difficile infection at her hospital.

I really think it is quite undervalued. I think the 20's are a real possibility. Q2 earnings won't be spectacular but they will give guidance about revs from Vancocin and I think that will show the trend of the prescriptions. I think it's going to be good news. Never know how the market will react to mediocre earnings+good guidance. I think we could see $20+ by 12/31/05. I'll be whooping if we do!!!

Lentinman did setup other boards on Ihub. I can't remember the subjects. Ask him. Good luck, Bobwins