North American Vaccine Message Board

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Biotech / Medical : North American Vaccine

NVX 1.410

-6.6%

Nov 3 3:59 PM EST

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To: andy harrison who wrote (10)	10/1/1996 8:48:00 PM
From: Don W Stone	of 82

Andy, Very well said. NVX is a pure play in a market that they had the foresite to recognize and initiate a major R&D effort on some very significant vaccine products before the big guys . Connaught , SKB, Lederle,Chiron,Abbott, etc are now playing catchup. The market that they are addressing has several highly desirable features: 1) It's a global market, i.e. it should grow just like Coca Cola 2)Preventive medicine, i.e. vaccines, is one sure way to cut healthcare costs 3) It is a repeat business 4) has great visibility and 5) a competitor is not likely to spring up from nowhere. I'll buy Goldmans' EPS estimates. Primarily because I think the NVX/Abbott team just could own the markets that they are addressing. We all know that it can happen in the drug business and in fact quite often does. When they get to DTaP-IPV-HIB there just may not be another competitor around IMHO. I am long, very long and your comments just reinforced my position in a very succint way. Good synopsis. thanks. :-}

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