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Biotech / Medical : VaxGen Inc.-The 1st AIDS Vaccine in Phase 3 HumanTrials
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To: $Mogul who wrote (42)6/29/1999 5:04:00 PM
From: glen  Read Replies (1) of 250
 
Their closest competition is the Pateur Merieux Connaught Institute in France. In April, 1998, VaxGen signed a letter of intent to co-develop an alternative vaccine regimen, which would consist of a two part vaccine. The second part of this is the booster, which would be VaxGen's AIDSVAX. It seems to me that VaxGen is covering their bases nicely. Not only are they two years ahead of their closest competitor, BUT THEY ARE ALSO IN COLLABORATION WITH THEM. That's a hard situation to beat, eh?

I don't have doubts about where this stock can go, especially if AIDSVAX is eventually approved by the FDA. I am just not betting on seeing $50 tomorrow. However, I am long VaxGen shares.
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