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

To: Oak Tree who wrote (286)	9/23/2000 12:14:00 PM
From: Extra Pale	Read Replies (2) \| Respond to of 354

Oak Tree, during the conference call management did acknowledge the potential of booster shots, however my recollection of their exact intent is fuzzy, due to poor reception of the conference call replay at my home and perhaps to management's own uncertainty as to future booster programs. Funding for research is expected to come from a combination of cash on hand and operating cashflow. With regard to the third quarter sales issue, management did not see it having a significant impact on 2000 annual revenues, since reduction in third quarter inventories will likely be made up with additional sales in the fourth quarter. My take on the investment potential of Nabi is positive; especially in light of the recent StaphVax results. Management was highly optimistic about the vaccine, with expectations of marketing a product in 2003. I started my core position in Nabi early this year in the $5 range (thanks Texas Dude, Torben!) and I did successfully trade the pre-news rampup. My plan is to add more late this year, upon filing of the BLA. I think Nabi's share value is close to a bottom but I am not buying at this time because there are other speculative plays calling for my casino $$$'s. Thanks for sharing your insight.