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Biotech / Medical : Aviron
AVIR 3.070-12.0%Nov 13 3:59 PM EST

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To: David who wrote (53)7/30/1997 11:15:00 PM
From: Brad C. Dunlap   of 645
 
Hi David, no I am not from AVIR but try to cover the biotech sector as close as I can. I have no affiliation with AVIR other then I have a postion in one of the hedge funds that I manage. I believe that it is a very compelling story with great potential but also carries high risk. I have concerns about the lack of patent protection that is always so important in the biotech sector but was more then impressed with the results of this latest clinic and especially the nasal delivery of the vaccine. I am relatively new to the story and have done much analysis but to be sincere not as much as I need in order to increase my holdings. If no turn of events take place as I continue to gather info then I will definantly add on weakness.
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