North American Vaccine Message Board

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Biotech / Medical : North American Vaccine

NVX 1.110

-0.9%

Jan 23 9:30 AM EST

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To: David Bogdanoff who wrote (230)	1/23/1998 9:54:00 AM
From: Don W Stone	Read Replies (2) of 507

Thanks David: Makes sense to me what you have said here. It also says to me that the actual affect it will have on a particular company will vary. I guess XOMA is considered a biotech and George will have to look closer at just how any mega merger will effect them specically. I don't consider NVX a biotech stock. But again I think the impact of a mega merger impact will be related to who does what with who and how things play out. If it is an AHP/SKB merger I would say NVX will be in play. By that I mean the merger of AHP & SKB will involve one of the very businesses that NVX is in, Vaccines. One interpretation is that now there would be one less player in the DTaP field. :-} That I interpret as good news for the short term. Today Tripedia, Medimmune, and Infenrix share the DTaP market. How its divided I don't know. All three are relatively similar. An AHP/SKB merger I would think would rattle Connaught. Connaught would definitely need to be able to differentiate their DTaP vaccine. NVX's CERTIVA just may be the ideal solution for them. And then there is Abbott and all the other drugs that AHP/SKB market. Bundling, is done in this business. What packages sell, I haven't a clue. This I would assume is the way the big guys differentiate themselves. I still think consolidation, mergers in the drug industry will have a positive effect on NVX. Why? I believe NVX has a pipeline of some very unique products and a nice lead in their development, all of which address large definable markets. DTaP, IPV, Hib, Meningistis, Strep . We'll see. :-}

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