Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (292)	7/15/1999 1:02:00 PM
From: RWReeves	Read Replies (1) \| Respond to of 52153

On a related topic, kind of an interesting play in MDV. Their Aviron connection seems to be giving them a bit of a bounce of late. I (gasp!) actually buy them at their lows for their dividend until a Munch eventually materializes. If you like vaccines in general this seems an interesting play similar to what Connaught was some time ago. This isn't a slam dunk as you will see- most of their revenues come from Ritalin and they face reduced usage and increased competition for this market. Maybe if we offered some for trial use on day traders we could grow this market for them.

To: Biomaven who wrote (292)	7/15/1999 1:25:00 PM
From: scaram(o)uche	Respond to of 52153

Yeah, I was in a good mood last night, and it cost me a couple of hours. Hey..... looky at GZSP and a few other issues today.... I seem to be in a good mood today, too. Anyone else? - vbg - I sold most of my VPHM yesterday morning at about 16. I got 22 for a smaller chunk, however, and I held 10% of the position. This is the second time I've owned it. I got it 12/28 at 12 1/8 and didn't hold it long. Severe colds are debilitating. The costs to world economies are enormous. Medicine will need to keep up with a changing world, driven by issues which include productivity, population densities, and travel. If you believe that it will never be acceptable to apply a standardized chemical force on a virus, I can understand why you feel so strongly about the "hype". I didn't watch the CEO on TV or pay any attention to anything beyond the release..... did the company embarrass itself? At a recent Informed Investors forum, I asked the V.P. Business Development about the spectrum of viral replicates that were "recognized" by plec. Answer was interesting. RSV, 1 nM potent, bioavail if inhaled, tox > 20 mg/kg. HCV target for clinic was late '99, oral bioavail, tox > 100 mg/kg. Stated plan was to contract manufacture, hire specialty sales force, and co-promote in large markets.