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Biotech / Medical : 2000-Year of the Biotechs! -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (410)	2/27/2000 8:10:00 PM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 1142

Tex, I'm more and more convinced that NABI has a bright future. It could vault to $30/share in no time at all. Good news from any of their programs could take them there in a week or so given present market conditions. It's got a finite P/E now and that's rather nice. I'd expect to see some decent earnings this year. And they aren't burning cash too rapidly either. No, it's not all the glamorous a business right now. But I keep trying to remind everyone that drug-resistant S. aureus is one very nasty customer. Guess what? It kills. A vaccine combined with a good post-exposure treatment would be very nice indeed and I think NABI can deliver on those. And then there is the issue of my bovine friends and their udders.... Although S. aureus only accounts for around 40% of the cases of bovine mastitis, it accounts for a much larger fraction of the severe cases and it causes significant and permanent damage to the udder. None of the other bacteria that cause bovine mastitis do that. By the way, note that the enterococcal infections can more or less be dismissed. People who've only seen cows in stables once or twice are likely to be shocked at the sight of an udder covered in manure. However, that is normal and it is rarely the source of serious disease for the cow. Cow manure is actually a rather ``clean" substance. Don't ever confuse it with pig manure. I used to barbecue steaks using dried cow patties for fuel. It adds tremendous flavor to the meat and it burns well. I also used to plant vegetables by grabbing a handfull of semi-soft cow manure, rolling it into a ball, pressing a seed into it and then planting the whole thing. Lots of people who grew up in cities see this as unhygienic in the extreme. But although I almost always had a scratch here or there, I do not recall ever getting an infection from this. And no, I didn't use gloves of any kind. Bare hands only. The bottom line is that cow manure generally does not carry anything that's a danger to either humans or cows. Bovine mastitis is spread through milking apparatus and it is next to impossible to stop the spread once it's hit a herd. If S. aureus is involved, you will have sub-clinical infections which are nonetheless contagious and they're often difficult to isolate. Moreover, even sub-clinical infections with S. aureus will cause tissue damage in the udder and permanently decrease the milk production. Finally, don't ignore NicVAX. It's a joker in the deck and it could become an ace. Disclaimer: I'm long NABI and I'm considering nibbling a bit more tomorrow morning before breakfast.... Nothing serious until it crosses $10; just snacking.... Thanks, Torben