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Biotech / Medical : IMMULOGIC
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To: john b who wrote (210)11/24/1997 6:56:00 PM
From: Bosco  Read Replies (1) of 305
 
John - thx for the heads-up. I think it can be spinned either way (good or bad.) Now I know why the MM let me ve it for the BID!

biz.yahoo.com

Let's see the ups and downs of the situation:

up:

1. cost conservation

2. HQ is brought in (and you know what investment bankers do)

3. ragweed is pretty dead anyway

4. IND for the coke vaccine

5. nicotine vaccine is a new one not known to people not following the co

6. there is some mgt leadership and initiatives - and Dr Marr didn't wait until $%^& hits the fan

7. $3M/yr burnt rate should ensure no shr dilution for awhile (with $54M endowment left)

down:

1. the street never likes surprises

2. allervax used to be the identity of the co, now, it has to convince that street that this is well thought of

3. CAT vaccine is mothballed with RAGWEED

4. Highly unlikely there is a sugar daddy

Now that I am doubled down, I obviously hope the ups win out, but I am not sure the street likes surprises.

rgds Bosco
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