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Biotech / Medical : Biotech Valuation

CRSP 56.38

-9.0%

Nov 4 3:59 PM EST

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To: Sam Citron who wrote (7372)	11/22/2002 1:22:40 PM
From: Biomaven	Read Replies (2) of 52153

I'm still trying to determine what compounds look the most promising as candidates to replace thimerosal. Why? Not going to be any play here that I can imagine - the replacements are all cheap generic stuff. Only real investment question I see is whether the existing vaccine manufacturers are going to be successfully attacked by the class-action vultures, and even that's largely a political question now. Note that thimerosal is not the only potential bad actor in vaccines - there's also gelatin in many vaccines made from bovine sources, leading to potential mad-cow issues. Peter

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