SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : North American Vaccine
NVX 0.910+4.6%Feb 6 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: andy harrison who wrote (166)12/3/1997 6:52:00 AM
From: Don W Stone  Read Replies (1) of 507
 
Andy, You got that right, scary.

The article is really very positive for NVX. He is talking up the vaccine business. Most of what he says in supporting his argument can also be applied to NVX without conflict.

I do think his major source of input here is SmithKline which is fine as long as one is aware of that. Statements like" the company's lastest DNA-derived vaccine....". I am impressed with the terminology, but all we are talking about here is the accelular pertussis vaccine which everybody has, many of which have proven to be alot better than SmithKlines.
As to "genes are the keys to future medicines " SmithKline has a major commitment to Human Genome Sciences and if you follow this field, well " not in my lifetime" of investing, now that is just my opinion. Someday it may be big but when is anybodies guess.
The paragraph that I like which may be applicable to SmithKline and is just as applicable to NVX is " A company like this can get a lot of mileage out of just one new vaccine on which it has a monopoly. It can package several widely available vaccines along with its unique product into one single shot. Kids appreciate that."
I hope he not betting on a DTaP combination coming out of SmithKline.
:-}.
As to investing in SKB? He may be right but it won't be because of their "DNA-derived" DTaP. :-}, :-}.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News