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Biotech / Medical : Immucell (ICCC) - Potential Treatment for Cryptosporidium
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To: Ed who wrote (9)4/23/1997 3:11:00 PM
From: Jonathan Rothschild   of 46
 
This is a major field trial. It's better than a hospital-based setting and has the full cooperation of the ARMED FORCES. Travellers' diarrhea is a major problem for soldiers based in the Middle East. This is a large phase II study. The company is going about this in the right way IMHO. If the results are positive for either Travelgam or Diffgam, then it will be easy to find a corporate partner to fund phase III. The only other company coming close with a traveller's diarrhea product is Shaman and they have a market cap more than 10X that of Immucell. Earlier hospital-based study with Travelgam showed a 90% improvement over the placebo group. Even if the results are not as convincing, downside risk is limited by the fact that the company is selling at about 1X revenues and has other approvals. I must say that I own alot of stock in this company (it's my largest position in biotech) and have accumulated more stock even in this sector downturn. These are only opinions and results are always unpredictable. I'm quite pleased that management knows how to get other organizations to pay the bulk of their studies, knows how to manage their expenses and has many things in the near-term pipeline. How many other biotechs do you know of that have 2 major phase II study results coming out this year and have not moved in anticipation of the news? Don't forget lactoferrin and their Cryptosporridium diagnostic. Market cap is 5.4MM, fully diluted. There are no warrants, smoke or mirrors. Get their latest 10-K. The only other biotech with a similar prognosis that I own is Biomerica (BMRA).
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