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Biotech / Medical : North American Vaccine (NVX)
NVX 1.035-5.5%Dec 30 3:59 PM EST

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To: kech who wrote (22)1/23/1997 5:37:00 PM
From: Don W Stone   of 35
 
Tom; I actually started in '92 when it appeared they would win a patent infringement case.

Now back to today. First I will say Merck is surely not a competitor to NVX in the DTaP vaccine market . They don't have one. The competitors are: 1) Cannaught with Tripedia, that's a DTaP vaccine that has been on the market for a little while but only as a booster shot. They got a relatively quick approval to use it for the first 3 shots.
2) Lederle, which had the same situation. They just got approval to use it for the first 3 shots. 3) Smith Kline Beechem. They are still waiting approval and they went before the FDA Advisdory committee in July '96. and 4) Chiron. They are saying their DtaP vaccine should be on the market in 2 years.
Actually NVX suffered an earlier big delay , about 1 1/2 years ago, when they were asked to conduct a 6 month trial in the US to provide additional data on their excellent safety profile. They did that and since then things have pretty much been on schedule.
Your perception has been distorted abit by the long long wait and some paranoid feelings about the FDA which isn't surprising.You are not alone. We are back to PATIENCE. :-}
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