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 1.495-5.4%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: baggo who wrote (8)10/1/1996 5:33:00 PM
From: andy harrison   of 82
 
I am a long time NVX bull and this is my rational for owning this
stock:

I believe that NVX is a change of Life Stock.

You have to make sure that you are a buyer.

You have to make sure that your buy enough

You have to make sure that you hold it for the long term

GOLDMAN SACH analyst earnings estimate as of 9.30.96
1997 $1.25/share
1998 $2.50/share up 100%
1999 $5.00/share up 100%

PE OF 30/40 for a stock growing at 100% Gives us a price of $150/200
share. (No I am not smoking anything).

These estimates only cover the following:
DPaT
DPaT + IPV (Polio)
DPaT I IPV + HIB
DPaT + HIB

The following vaccines are further down the road:
Adult Pertussis
Menigitis A/B/C and Combo's of A/C; A/B; A/B/C
Strep B (This has the potential of being the biggest blockbuster)

Remember that Abbott Labs gives NVX a sales force of 500 people
overnight. NVX would had serious trouble making a sales force so
with Abbott as a partner they can concentrate on the vaccine and
let the qualified Abbott salesforce book the sales.

Lets keep the dialog going!!!!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext