Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VaxGen Inc.-The 1st AIDS Vaccine in Phase 3 HumanTrials -- Ignore unavailable to you. Want to Upgrade?

To: Victor Lazlo who wrote (232)	2/27/2003 10:33:23 AM
From: noel berge	Read Replies (1) \| Respond to of 250

Reflecting back on some readings recently and, no, that is not quite the case. As I recall, they have ample fundings for the small pox and other research work they are doing and the next steps in distribution. (On these alone, I would suggest the tangible value reflects a stock price in 12-24 months of $25 or more.) But, as regards the AIDS vaccine, they probably are coming to the end of the funding on that, maybe. However, the results will result in additional funding, as too many sound conclusions came out of the Phase III results to be ignored. I repeat my request, has anyone done due diligence on VAXGEN and made any estimates of the value for each of the major product lines under at least three scenarios for the future, 3-5 years for determining the tangible value? If you have, I am most interested in your findings. (All the above is MHO, and not based on any detailed insight into the company or the records, but information gleamed from sources relevant to this company.) Noël