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Biotech / Medical : North American Vaccine
NVX 1.240+2.5%1:47 PM EST

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To: Don W Stone who wrote (364)5/14/1998 8:36:00 PM
From: Don W Stone   of 507
 
"First half of May" is gone. :-}

I am referencing the NVX news release of May 7.
NVX has been very strong over the past several days and i have every reason, or should i say many reasons, to believe that will continue.
I do think that just maybe the inspection of the NVX facilities by the FDA has been completed. Now that is one reason that may justify why the stock has been strong. That does say that FDA approval of CERTIVA is very near.
All my other reasons to account for the strength relate to all that NVX has going for them with CERTIVA and the approved label and their pipeline of products. As they mention in the '97 annual report they are actively seeking partners for development and marketing. I would say there has be more than one large drug company that is interested in a meningitis vaccine or GBS, etc. and than there is ABBOTT. I really believe that Abbott and NVX are going to fast become a major force in the infant vaccine business. From what I understand ABBOTT today dominates the markets they are in now in the infant healthcare business. Why should it be any different with the vaccine business. It won't be. Now add the vaccines from NVX's pipeline that fit into the ABBOTT infant healthcare marketing program and you have a force that will dominate that industry. Today that is the thing to do. Dominate a segment of a market.
Than we have Connaught who shouldn't want this to happen so who knows just maybe they have a high incentive to enter into another partnership with NVX. Merck is in the vaccine business but as much as I mite like to see them step up to the plate and just takeout NVX I don't see that they stand to gain what ABBOTT does.

Well I think it inevitable, perhaps I am a bit early
CERTIVA APPROVAL WILL BE MORE THAN ENOUGH TO PUT NVX IN A VERY STRONG POSITION AS A MAJOR PLAYER IN THE VACCINE FIELD. As a stock holder we will go along for the very nice ride. I like that. :-}
THE STOCK IS GOING TO JUST KEEP GOING UP, UP, UP. :-}
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