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To: SSP who wrote (93580)	10/12/2001 7:10:11 PM
From: Jim Bishop	Respond to of 150070

UTHR SATC LIST stocks acting very nice this week.

To: SSP who wrote (93580)	10/12/2001 7:24:07 PM
From: Jim Bishop	Respond to of 150070

ACAM LIST stock, check this. unterberg.com Acambis PLC Oct , 10 , 2001 , 09:00 : A little known company in the U.S., U.K. headquartered Acambis PLC is poised to play a pivotal role in efforts to limit the risk and potential damage from a biological attack with smallpox. Recent events have significantly advanced the timing and potential size of a contract Acambis was awarded by the U.S. government to develop and manufacture a new smallpox vaccine. Acambis is also developing a broad array of other vaccines (e.g. west nile virus, yellow fever, and dengue viruses) on its own and in conjunction with partners. Clinical trials of the most advanced program, Arilvax (yellow fever, partnered with Powderject), could be complete in 1H02, setting up the first BLA submission for Acambis in 2H02. Investments by Baxter, which will result in Baxter having a 19.9% stake in Acambis by June 2003, have provided Acambis with capital needed to modify and expand its manufacturing facilities. Additionally, Baxter has awarded Acambis a contract to manufacture up to five of Baxter's vaccines. The potential value of this contract could total more than $200 million over the next nine years. The Acambis facility is expected to meet U.S and European regulatory requirements and should begin manufacturing in 1H02 As Acambis initiates manufacturing and clinical trials for its smallpox vaccine in 2002, we believe it may generate revenues in excess of $180 million and EPS of $0.25. As manufacturing continues at peak capacity throughout 2003, we think Acambis revenues could exceed $400 million and EPS might reach $1.45. Applying a 40X P/E multiple to our 2003 EPS estimate and discounting at 15%, we believe Acambis' ADRs may trade up to $50 in 12 months. As a result, we are initiating coverage of Acambis PLC with a Strong Buy rating and a $50 12-month target price.