Date updated:10-04-2008
Well we are in a historical meltdown and I Nurse Nymph are pulling together some medical plays that actually may hold up while everything else throws up...so wanna play doctor?

-
THOR
Thoratec Corporat - $29.06
- -0.89%
- $29.29
This is Heart Play..I really loved the last conf call...but it's 2:30am and I just got this great idea to put this portfolio together for James A and I just can't find my notes on the call..will add later..sorry.

-
MDCO
The Medicines Com - $7.48
- +2.19%
- $7.39
A little good news for it on Friday..http://biz.yahoo.com/bw/081003/20081003005088.html?.v=1..Theseare my notes from Jan..(btw I noticed there are a few articles about it at THE STREET paid biotech section...I'm to cheap to get it)...my notes, Can be a Very sexy year. They have 2 phase III drugs that can be approved this year...Cleviprex and Angiomax. They also make acute Hospital Products world wide. 977.74M, 4.40% qtr yoy, 28.28 p/e. Their speciality is Acute Care. Cleviprex is for lowering blood pressure in intensive care. New England Journal had article on Angiomax showing positive results..http://biz.yahoo.com/prnews/071204/nytu135.html?.v=101

-
PRGO
Perrigo Company - $39.31
- +0.36%
- $38.97
I know I go to this one all the time but it is staying in formation..old notes..OK something sexy..they have a "knock off JNJ's Pepside Complete" that was approved to marketed. Plus, this is from the cc.."In summary, we’re pleased with the excellent first half results. All segments are growing their top lines, new products launching, and our operating team’s focus on achieving production efficiencies and managing working capital and I’d like to remind you that these results still do not yet include our Cetirizine and Omeprazole store brand launches which we expect to contribute quite positively beginning in our third fiscal quarter ending in March." Stock has had a little pull back from it's earnings...plus, if there is a recession...there may be a strong need for Store Brand Heartburn Chrews.

-
CHTT
Chattem - $66.44
- +0.56%
- $66.52
These are my notes on their last cc..7-10-08 Transcript 5 stars Nymph's Take: So unloved by the street but it is a company that works. CEO Guerry- 7 Analyst We bring you a lot of good news including strong earnings, excellent consumer sales and very strong financial performance..they have purchased over 400,000 shares in recent period...28% increase. Heat Therapy money loser, essentially discontinued, last 4 wks their top six brands up 10% yoy and all brands up 7%. Gold Brand up 21%/63% for lotion in last 4 wks. There was a one time charge for Icey Hott recall. NO RECESSIONARY PRESSURE...petroleum is a significant factor...price increases 5.4%. Looking for accustions. Increased freight costs 30-40% but they are bulk packaging to avoid it. Private Labels not really going after them. Great June. In cc they indicated they did have revenues at 117M level...you exclude Incy Hot Therapy which was recalled and adjust for the addition month of sales from the brands acquired from JNJ...stock was down even with an upgrade.

-
CHD
Church Dwight Co - $58.26
- -0.43%
- $58.51
That Lightning Round caller in May was sooo right about this one.
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