North American Vaccine Message Board

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Biotech / Medical : North American Vaccine

NVX 1.210

-14.2%

3:27 PM EST

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To: Don W Stone who wrote (4)	9/29/1996 12:23:00 PM
From: andy harrison	of 82

Ok fellas I'm here so lets get down to business. Lets pass through all of the bull and bear arguments about NVX. We all know that Sturza has led his lambs down a path of destruction and he has tried multiple times using the likes of Dan Dorfman, Alan Albelson, and Michael Murphy to try to bring the share price of NVX down. He was able to get it down to $6/share well over a year ago and it would have been in his best interest to cover at that point. We all know that he didnt and his shorting NVX is going to turn out to be one of his biggest mistakes off all time. (He also bought lots of puts betting against Cephalon about one year ago and it went up several dollars the next day). This is a word of warning to the bears who are shorting NVX. Put aside your feelings or interpretation of whatever data you have read or who you believe. What you really should be keying on is who is holding the shares that you have shorted. Look at these figures and start to feel the wrath of God!!! PHil Frost, Biochem Pharma, and all the other insiders of NVX own 62% of the common stock. Institutions as of quater ending 6.30.96 owned 36.7% of shares. The short interest from 6.30.96 to 9-13-96 increased by 700,000. It went from 3.4 million to 4.1 million. The institutions were buying the shares up as Sturza's cronies (ie Barrons & Murphy) shorted. This means that the institutions picked up another 2% of the shares outstanding. What about Jane & John Q. Public??? I know where at least 200,000 shares are. There are several individual investors that owned 10 and 20 thousand shares. Now add in the 4.1 million shares shorted!!!! You got it right Senor Short--- Most of the shares that you have shorted simply dont exist. You ask how can this be--- well the answer is that shorts are very arrogant and never figure that they could be wrong or that anyone will ever bother to call in their shares. It is quite possible that in the case of NVX that somewhere in the neighborhood of 2-3 million shares shorted simply dont exist. Where are you going to get these shares from??? Remember that NVX has the right of first refusal with regards to What Biochem does with their shares and Frost has enough of a percentage of ownership to make sure that he get what he wants. Now that we know the story about the shares outstanding I will be more than happy to talk about NVX and their great technology and the other 12 vaccines that they have in development including Strep B which has a target market of every women of child bearing years and every senior citizen and the menigitis B vaccine that our friend Sturza once told me was a waste of time. I know that every army in the world wants a menigitis vaccine. Lets not forget the DPaT IPV (dead polio) combinate vaccine that NVX has in development in Europe and will leap from them over the competitition in all of western europe. OK I am coming off the soap box. A final thought.... My friend that is an options trader at the American Stock exchange told me only last week that the option flow on NVX has turned bullish with lots of calls coming through. His read on this is that the shorts are starting to hedge their bets by buying the calls.

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