Replies to post #456938 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

After Hours Summary: BCSI falls 18% on earnings/guidance

Companies moving in after hours trading in reaction to earnings: Trading Up: LGBT +12.6% (beat by $0.03 ex items, issued upside rev guidance for Q1 and FY06); ITRI +10.2% (beat by $0.11, beat on revs; issued upside Q1, Y06 guidance); PLAB +9.5% (beat by $0.08); IM +4.0% (beat by $0.06, beat on revs; guided for Q1)... Trading Down: BCSI -18.0% (reported Q3 results, guided for Q4); VLCM -12.9% (reported $0.02 above consensus, guided below); DADE -10.3% (missed by $0.01, ex items); INTL -10.0% (reports Q4 results ); IRBT -8.6% (missed by $0.03, revs essentially in-line); LVS -4.8% (beats by $0.06, beats on revs); RNWK -3.2% (beat GAAP EPS consensus by $0.16; guided); RCRC -2.1% (missed by $0.03, missed on revs; issued Y06 EPS guidance)... Companies moving in reaction to news: SNY +1.6% (Journal of the American Medical Assoc publishes the RIO-North America study); MOCC +1.0% (announced subscriber growth numbers

[madrose1]

CEPH (66.21-66.94 ) Cephalon: FDA has extended the action date for its review of the Supplemental New Drug Application for Sparlon -Update-

Co announced today that the United States Food and Drug Administration has extended the action date for its review of the Supplemental New Drug Application for SPARLON Tablets for the treatment of attention-deficit/hyperactivity disorder in children and adolescents to August 22, 2006. On April 18, 2006, the company announced that it had submitted new information to the FDA related to a suspected case of Stevens-Johnson syndrome, a rare but serious skin rash condition, in one child participating in a Phase 3 clinical trial. This information reflects discussions with the treating physicians, consultation with leading dermatology experts and informal discussions with the FDA. The company formally submitted this new information to the FDA in support of its position that this case is not, in fact, SJS.