Shaman Pharmaceuticals has been moving on big, relative, Message Board

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Biotech / Medical : Shaman Pharmaceuticals has been moving on big, relative,

SHMN 0.00120

-7.7%

Nov 26 10:41 AM EST

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To: ET who wrote (333)	12/27/1998 7:48:00 PM
From: LARRY LARSON	Read Replies (1) of 838

NEWS: Click here for PCSave! Top:Business and Finance:Stocks:Healthcare:Biotechnology and Drugs:SHMN (Shaman Pharmaceuticals) Help - Add to My Yahoo! - Sign Out <Picture>Today's Barron's by: docdeepy 1599 of 1604Shaman is featured in a focus box on page 10 of today's Barron's. The article publicizes and applauds the company's philanthropic gestures (making the recent private placment available to AIDS community supporters; pledging a 3.6% royalty on Provir sales for 5 years to AIDS charities), and also recaps recent company news. It points out the favorable results, the fast track status, and the likelihood of approval, launch and sales in 1999. The article, complete with a postage-stamp sized, extreme close-up of Lisa Conte, goes to relate how, as we are all too painfully aware, the stock fell in the wake of this news. In suggesting reasons, the article splits no hairs regarding p values or the ambiguity of the P3 results. As I read it, it assumes the results are favorable and likely to lead to fast-track approval. Rather, it cites the dwindling prevalence of diarrhea as a symptom among AIDS patients and the possible increase in authorized shares from 40 to 70 million. The article closes by pointing out that although the market for Provir may not be as big as in the recent past, there are still 40 million HIV cases globally, with the clear implication that there is still a significant demand for Provir. This is quite the piece of publicity for Shaman. It is certain to bring the company to the attention of thousands of potential investors, many of whom will be drawn to its compelling story and potential value.

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