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 1.110-0.9%Jan 23 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Don W Stone who wrote (236)1/27/1998 3:27:00 PM
From: Don W Stone  Read Replies (2) of 507
 
Goldman Sachs: BUY Recommendation

The lastest full report which came out of Goldman Sachs in mid December 1997 and the comments that came out since the
Jan. 9th news are what indeed represent the real situation as it is today and the fantastic potential of
NVX over the long term, IMO.
Here is a brief of what they are saying and the message that is conveyed.

*CERTIVA APPROVAL WILL COME IN THE FIRST QUARTER '98
*Approval of CERTIVA in Germany should come by midyear.
*DTaP-IPV is ahead of the competition and could be on the U.S. market by late '98 and the rest of
Europe by mid '98 (Approved in Denmark '96). This should cannabalize the DTaP vaccine market.
*GBS Vaccine clinical trials releases should be coming.

*The vaccine market is large , untapped, growing fast (30-60% per year), not a commodity business ,
and very profitable.
*NVX has a varied pipeline of vaccines and is not a one product company.
* Abbott is commited to their alliance with NVX and CERTIVA should help their pediatrics growth.

What is really significant here is the simple fact that Goldman Sachs is very close to Company
management and are indeed held "accountable for what they say". In addition their clientel is essentially
institutions and they hold just about 95% of the NVX float.
I think it should be obvious to all by now that the institutions did not participate as sellers in the lastest
15% drop in stock price following the press release of Jan. 9th. Fact is that they have been doing the
buying.
Now that is an indorsement of Goldman Sachs credability.
:-}

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News