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: Don W Stone who wrote (235)	1/25/1998 9:44:00 AM
From: Don W Stone	Read Replies (2) of 507

AHP/SKB merger: This would be a very positive event for NVX. It could happen next week according to the NY Times and CNBC. Read the AHP threads if you want to see what's up. It does look like it is going to happen. There is a lot of synergy here, and a lot of money to be saved. Like 25% increase in EPS of the combined companies. Here is a comment that appeared in the WSJ Interactive last week that caught my attention. <<<Analysts, who had been skeptical about the merger rumors, moved quickly on Tuesday to examine the potential synergies between SmithKline and American Home Products. The most obvious overlap lies in vaccines, in which both companies are world leaders, they said.>>> This merger would reduce the field by one. That is good news. In addition, it will spur other large drug/vaccine companies into action. That can only be very positive for the NVX stockholder. The estimates I have seen place the value of NVX at a lot higher number than it is now trading at. Like more than double. I also think that any suitor today would recognize that FDA approval of CERTIVA is for all practical purposes assured and would happen before any buyout could be finalized anyway. The price is certainly only going to go up once Abbott starts marketing CERTIVA in the U.S. The next several weeks or months are going to be very interesting and exciting. Just could start as early as tomorrow with AHP/SKB news.( the rumors there are apparently getting attention) We'll see. :-}

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