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Non-Tech : Nabi (NABI) -- Ignore unavailable to you. Want to Upgrade?

To: Extra Pale who wrote (284)	9/21/2000 2:47:09 PM
From: Torben Noerup Nielsen	Respond to of 354

Consider a few things. First, what is the cost of a serious S. aureus infection in an immune compromised individual? Take half of that. Then multiply by 0.57 and by the number of patients involved. That would be my first cut at a gross sales figure. Also consider that this vaccine may have bovine applications. In addition, a number of vaccines have to be given multiple times in order to confer full protection. Sometimes the interval is over a year. I'm not all that concerned about the endpoints. But I would like to know if re-administration of the vaccine is effective. If it needs to be given every 3 months to immune compromised patients in order to be effective, so much the better for sales. Also, this says nothing about how effective the vaccine might be in immunocompetent patients. Would it be useful for hospital personnel who are constantly at risk for nosocomic infections? If so, the market is much larger. Thanks, Torben

To: Extra Pale who wrote (284)	9/23/2000 9:06:46 AM
From: Oak Tree	Read Replies (1) \| Respond to of 354

Mike, regarding NABI staph vaccine. That data might also suggest that the patients will need multiple vacinations (like for yellow feaver and stuff). Some vaccines aren't permanent. Are they planing another study with multiple vaccinations? Didn't they recently have a private offer of $10M at about $7 per share? Those people must have known that the supply of reagents was low and that sales would be off? Anyway I'm back in at 6 and below hoping for at least 7 in the short term. If indeed only reagents were low, and assuming reagents will not be low in the future, sales should still be there.