Company

Symbol

P/E

Price

Earnings/ share

Sales/ Income

B=billion

M=million

52-wk high/

52-wk low

Market Cap/

#Shares

Debt/ Equity Ratio

Net Profit Margin

Insider Trading

Kinetic Concepts Company

KCI

11.10

$38.65

3.50

$1.66 B

$251.5 M

$66.77

$38.33

2.80 B

72.32 M

.09

15.14%

$94 million sold. Consensus insider selling. Each exec sold a relatively small amount of their holdings, however.

Medicis

MRX

18.00

$20.62

1.14

465 M

75M

$34.35

$18.51

1.16 B

56.40 M

.73

16.15%

No filed transactions.

Mentor Corporation

MNT

20.20

$28.67

1.60

$354 M

$60.26 M

$48.80

$23.95

967.25 M

33.74 M

1.31

17.02%

$200,000 sold.

Allergan

AGN

33.60

$54.51

$1.62

$4 B

$501 M

$70.40

$52.26

16.66 B

306 M

.44

12.73%

CEO sold 5/6ths of his holdings in Dec. 07, for $30 million. CFO did as well in November 07. Consensus selling of $60 million.

LifeCell,

LIFC

64.90

$50.55

.78

$203 M

$27.22 M

$50.85

$27.17

1.73 B

34.23 M

00.00

13.44%

$1 million sold. $1,000 bought.

Company

Description of business

News and Comments

Allergan

The Company discovers, develops and commercializes specialty pharmaceutical, medical device and over-the-counter products for the ophthalmic, neurological, medical aesthetics, medical dermatological, breast aesthetics, obesity intervention, urological, and other specialty markets in more than 100 countries around the world.

Announces earnings May 7, 2008 at 8:00 a.m. PT. Botox sales amounted to $1.2 billion in 2007 (over $982 million in 2006). Eye care was $1.8 billion in 2007, and $1.53 billion in 2006. R&D Review will take place on June 4, 2008 at 10:00 a.m. PT. According to Jefferies analyst Peter J. Bye on May 2, 2008, "We consider the risk/reward tradeoff to be unfavorable through the June release of the Botox headache data." Allergan’s products include Botox, breast implants, stomach reduction products and other elective beauty "enhancement" products. Acquired Inamed Corporation in 2006, adding breast aesthetics and dermal fillers to its business portfolio. Allergan’s total product net sales were $1,075.1 million. Total product 4Q net sales increased 31.7 percent, or 27.3 percent at constant currency, compared to total product net sales in the fourth quarter of 2006. On Friday, February 8, 2008, the FDA opened an inquiry into the safety of botulium toxin products, after receiving reports of breathing difficulties and deaths of patients using both Botox and competing product Myobloc, made by Solstice Neurosciences.

Kinetic Concepts, Inc.

Kinetic Concepts, Inc. (KCI) is a global medical technology company that manages advanced wound care and therapeutic surfaces. The Company designs, manufactures, markets and services a range of products, which include advanced wound healing and tissue repair; pulmonary care and post cardiac arrest complications in the intensive care unit (ICU); bariatric care, and wound treatment and prevention.

Paid $51 per share on 4.21.08 to buy LifeCell. Kinetic Concepts Inc. (KCI) closed on the private sale of $90 million worth of debt on 5.2.08, bringing the total amount issued to $690 million. If the holders of the notes decide to convert the debt into shares of common stock, they will receive 19.4764 shares of stock per $1,000 principal amount of debt they hold. This is the equivalent to an initial conversion price of $51.34 per share and represents a 27.5 percent premium over the last reported sale price of KCI stock back on April 15. Reported 1Q 2008 results 4.24.08: Net earnings were $68.0 million, an increase of 27% from $53.6 million in the prior-year period. Total revenue increased 14% to $420.0 million from $368.8 million in the prior-year period. "During the first quarter, we made progress on a number of initiatives we have planned for 2008," said Catherine Burzik, President and Chief Executive Officer of KCI. "We realigned our domestic sales force, improving both focus and customer service levels, submitted our application for regulatory approval of V.A.C.(R) in Japan and completed due diligence related to a major acquisition. On top of these development activities, we delivered higher revenue, earnings and margins compared to the prior year." Cash on hand = $305.2 million.

LifeCell

LifeCell Corporation develops, processes and markets biological soft tissue repair products made from human (allograft) and animal (xenograft) tissue.

Reported 1Q 2008 results on April 24, 2008 of: Product revenues for the first quarter were $54.3 million, up 27%, compared to $42.7 million reported for the same period in 2007. The increase in product revenue was primarily due to an increase in demand for LifeCell's flagship reconstructive surgical product, AlloDerm(R) Regenerative Tissue Matrix, which increased 30% to $47.8 million in the current quarter compared to $36.8 million in the first quarter of 2007. Revenues from Strattice(TM) Reconstructive Tissue Matrix, which was launched in the first quarter of 2008, totalled $1.1 million. Net income for the first quarter of 2008 was $6.8 million, or $.19 per diluted share, compared to net income of $6.4 million, or $.19 per diluted share in the first quarter of 2007.

Surgeons use the Company’s products to restore structure, function and physiology in a variety of reconstructive, orthopedic and urogynecologic surgical procedures. Its allograft products include AlloDerm, for plastic reconstructive, general surgical, burn and periodontal procedures; GraftJacket, for orthopedic applications and lower extremity wounds; AlloCraft DBM, for bone grafting procedures, and Repliform, for urogynecologic surgical procedures.

Recently acquired by Kinetic Concepts inc.

Medicis

offers a range of products addressing various conditions or aesthetic improvements, including facial wrinkles, acne, fungal infections, rosacea, hyperpigmentation, photoaging, psoriasis, skin and skin-structure infections, seborrheic dermatitis and cosmesis (improvement in the texture and appearance of skin). It offers 18 branded products, including PERLANE (hyaluronic acid), RESTYLANE (hyaluronic acid), SOLODYN (minocycline HCl, USP), TRIAZ (benzoyl peroxide), VANOS (fluocinonide) Cream 0.1%, and ZIANA (clindamycin phosphate 1.2% and tretinoin 0.025%) Gel.

submitted a Biologics License Application ("BLA") for the botulinum toxin type A, Reloxin(R), to the FDAon 3.17.08, after having the application rejected in January 2008. Executive suite shakeup is more of a "moving on up." On April Fool’s Day, MRX announced that the company was promoting Mark A. Prygocki to Executive Vice President, Chief Operating Officer, Vincent Ippolito to Executive Vice President, Sales and Marketing, and Richard D. Peterson to Executive Vice President, Chief Financial Officer and Treasurer. These promotions follow the departure of Richard Havens who has, until now, served as the Company's Executive Vice President, Sales and Marketing. Mr. Havens will be leaving Medicis as a first step towards his eventual retirement. Annual earnings on Feb. 29, 2008: $449 million in sales, versus $334 million in 2006. Net income $75 million versus $76 million loss in 2006. Paid $10 million to Justice Dept. to settle claims of off-label marketing of one of their drugs. Hired a Chief Compliance Officer and created an enterprise-wide compliance function to administer MRX’s obligations under a five-year Corporate Integrity Agreement.

Mentor Corporation

breast implants, body contouring and other aesthetics, which includes facial aesthetics products.

Announces 4Q and full-year earnings on May 15, 2008 after financial markets close. FDA approved Prevelle Silk on March 21, 2008. This is the first of a new line of lidocaine containing hyaluronic acid (HA) dermal fillers that Mentor anticipates marketing and distributing globally. LoveYourLook.com, a Web site developed by Mentor to serve as the premier online educational resource for women considering breast augmentation and other cosmetic procedures.