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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: RockyBalboa who wrote (13602)7/9/2000 11:31:44 AM
From: luis a. garcia   of 18998
 
isn't great though... if you guys are as good as I think you are and can really do due diligence you can cut through that
lawyer bs and realize that is why the ticket prize is now
3.50 and that is your advantage.
fact is that smith kline has partnered with avn for the otc distribution in us and canada.
fact is skh made them a very good offer and is paying nice royalties as compared with customary.
rumor is that the label is done and we will hear aobut it soon... and six months from hence there will be comercials and distribution nationwide of this cream.
fact is avn has 11mill in cash and will get 25 more...in three chunkx
fact is they will launch clinicals for genital herpes with these royalties..
then we are looking three yrs of increasing revenues..
docosanol otc fda approved us andcanada
docosanol otc and rx GLOBAL plus milestones...
docosanol rx herpes GLOBAL (actually off label otc...works as well but it wont be sold that way.. fda keeps track of these diseases etc... so they want rx for genital).
then there is the other product monoclonal antibody mice with high affinity and specificity... a process that is faster and better than both medarex and abgenix put together. Because it helps identify the best monoclonal candidates sooner...
now medx and abgnx are trading for 90 & 100+
so as avn moves to new bld in sept with new mice labs etc they will launch that biz.
so if that is not enough there are two more major drugs in pipeline they can launch clinicals on at some point.
Summary
the company has new blockbuster otc drug with partner...
will end up with 35 mill in cash
will launch blockbuster mice biz in the fall
will go genital clinical with or without partner
and has a pipeline to boot...
and its trading for 3.50 a share...
hey I want you guys to slap me silly and show me a better deal... I mean it.... my money is important to me...I can not waste it...
luis
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