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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (7668)	3/5/2000 10:36:00 PM
From: LLCF	Read Replies (1) \| Respond to of 9719

I don't know about NABI, but if it's relatively cheap I'd recommend ejecting INCY and possibly CELG to buy NABI & more CGPI which also seems relatively cheap and hopefully therefore safer. I can't see how those valuations are justified [esp. INCY... I don't know about possible 'T' sales, although I keep getting reminded what a crowded field cancer is] at this level without going a long way out. RMAN?? I heard Miljenko pondering shorting a stock or two I believe... shorting CRA too risky against that INCY perhaps? DAK PS... I sold my last CELG as it blasted through 100 and my last INCY in the mid-100's although I was lucky enough to discover a few hundred in various family accounts I manage to blast out in the mid 2's.

To: Vector1 who wrote (7668)	3/6/2000 1:52:00 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 9719

V1, >Type 336 serotype, for which Nabi has patent protection >and will be folding into a trivalent vaccine in the >future. This is why I rate NABI higher than others developing vaccines for S. aureus. It's a serious problem in nosocomic situations as drug resistance is growing rapidly. The trivalent vaccine will have significantly improved coverage and no one else can match it at the moment. >Nabi© Altastaph? is a specific human antibody-based >product that contains high levels of antibodies against S. >aureus. Take a close look at the way they're shaping their revenue flow. Out of general antibody cocktails and into specific ones. This could prove invaluable in fighting drug resistant S. aureus infections in patients that were not vaccinated. The initial vaccine market would probably be the entire health care staff along with people at particularly high risk. This includes hospital patients, people in nursing homes and so forth. And I wouldn't ignore NicVAX. Yes, it's a joker in the deck and it's really hard to tell what it'll result in over time. But it could be a blockbuster all by itself. While the plasma derived products aren't that exciting, they pay the bills and you should note that they've been working hard on changing the revenue mix. Moreover, the work they do on the plasma products gives them what I consider a fantastic source of raw material to look at. So it makes money and it potentially feeds into the research side. Also, do not ignore the veterinary market. Bovine mastitis may not be all that exciting to think about, but given the cost to the industry of $200 per dairy cow, there's money there. Lots of it. And you do not need consent forms from cows. You also get to conduct safety tests after efficacy tests... Disclaimer: I own around 10K shares of NABI and I'm considering adding more. My two cents worth. I like this one and I think it belongs in any aggressive portfolio. I bought small chunks at the beginning of the year, but now that it's over $10, I'm willing to buy larger chunks. Thanks, Torben