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Biotech / Medical : ImmuLogic
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To: David Bleich who wrote (8)9/25/1996 8:53:00 AM
From: Paul Getman   of 23
 
I think $25 to $30 is on the mark if IMUL gets approval for both Allervax Cat and Allervax Ragweed. That would validate their line of Allervax products, and investors would begin discounting potential earnings from Allervax for other allegies (Japanese cedar is coming up next, I believe). Ultimate valuation will also depend on the royalty terms that IMUL strikes up with their marketing partner(s).

No one really values them at this point, but I think that IMUL's work in poison ivy and cocaine addiction could have a lot of potential. IMUL received a grant this year from the federal government for their cocaine program.

I believe that IMUL is really counting on Allervax expanding the market for serious allergy treatment. They've given out some statistics in the past that show that only a small percentage of patients who should be receiving standard allergy shots are receiving them (time factor waiting in doc's office, cost of shots, fear of shots). In addition, many others start the therapy and then give up, and then there's people like me, for whom the treatment just didn't do anything (after 2 years of shots!). So the prospect of receiving 2 shots per week for two weeks and then a booster shot every year should pretty inviting to this allergy sufferer.

Zyrtec is the hot new antihistamine and I've just started taking it. It leaves me somewhat drowsy in the morning, so I'm not sure that I'll stay on it.

Paul
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