North American Vaccine Message Board

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Biotech / Medical : North American Vaccine

NVX 1.210

-14.2%

3:59 PM EST

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To: aknahow who wrote (403)	7/31/1998 1:51:00 PM
From: Don W Stone	Read Replies (1) of 507

george: Jesse Eisenger did do as you say in this article . He did present a particular limited version of both sides of the argument. But it hardly represents the whole story. It is a peep, perhaps directed at a portion by those interviewed. On the bear side he quoted those who can not be held responsible for their comments. Evan Sturza as usual, and Mike Margolies of Avalon Research , two very hardened bears. On the bull side he had two unknown investors and two Company spokesmen, the latter being highly accountable for what they say, but i weigh what they did have to say very heavily. Yes i am bias and I have a lot of respect for both of the Company spokesmen. The focus here seems to be about marketing. Dr. Steven Keith has met with a lot of success in his various marketing careers and I don't expect it will be any different here at NVX. When I read this report I think it important to consider the source of the quotes. I would say Jesse did the best he could on getting this information. I do not hold Jesses responsible for quotes from critics that contain information that is not absolutely correct. There are a few as you mite expect. The article does represent some of the points of differences in opinion but it is what went unsaid that is what this whole thing is really about. What is amazing is the shorts still are basing their whole commitment on Abbott failing in the market place with CERTIVA. They argue that the DTaP market is a commodity market when it suits them and switch to a non commodity market when it doesn't. As a bull i do not see it as a commodity market and the differences go way beyond the introduction of a simultaneous delivery of the Hib vaccine. Enter Abbott with CERTIVA and the DTaP market is a whole new ball game with different rules , etc. What isn't brought up here is NVX's successes in Europe. How come ? Don't they count ? the market is as big if not bigger than the U.S. market. Why won't NVX dominate that market as the sole provider of an approved DTaP-IPV vaccine? I saw an estimate recently that had NVX earning a $1.00 a share on that business alone within two years and at least covering the burn rate in the first full year. Why is it the shorts never bring up the 15 other products in NVX's pipeline ? Many are in Phase III trials and address "blockbuster markets". And why don't they bring up NVX's unique capabilities in combination vaccines and conjugate vaccines? As i say George: It is what is left out that distorts the picture. It is like looking thru a microscope and someone else has selected what you are allowed to see on the slide.. That is what bothers me about this type of article. It appeals all to often to the less sophisticated and they get misled. A one liner at the conclusion of the article would help point out the limits to reporting a story. For a man with your apparent incite and knowledge not to worry. Thanks for putting it up here. ONe more question: Why is it always the same two shorts that make it to the media? Are there really only two out there and the rest are their followers? WOW! That though is scary.

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