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To: Wallace Rivers who wrote (35685)	10/12/2009 7:58:21 PM
From: E_K_S	Respond to of 78710

Hi Wallace - My sister who is a doctor in Southern CA had over 250 patients receive a flu shot at their Saturday 1/2 day event event this last weekend. She tells me that the H1N1 vaccine won't even be available to her patients until December even though Sanofi-Aventis made their first shipment available 9/29/2009. Many of her patients plan to come back in December for their H1N1 shot. Sanofi-Aventis Shipping H1N1 Vaccine To US Government Tuesday online.wsj.com From the article:"...Sanofi has contracted with the U.S. government to supply a total of 75.3 million doses of its H1N1 vaccine, manufactured at a plant in Swiftwater, Pa. Other manufacturers also have supply contracts with the U.S., including GlaxoSmithKline PLC (GSK) and AstraZeneca PLC (AZN)...." I own both SNY and GSK but I think more money may be made from (1) either the flu shot injectors (MinuteClinic which is a subsidiary of CVS/Caremark, Take Care Clinics - Walgreen, Mollen Immunization Clinics, LLC - Walmart and Maxim Health System a private company that contract out their services to Win Dixxie, CVS & WalMart) or (2)the commercial pharmacy stores that sponsor the flu shots (CVS,WAG, WMT and perhaps even TGT). There does not seem to be a "pure" play with the injectors (maybe w/ CVS). Maxim Health who is one of the largest on site injectors is a private company. They have contracts with Win Dixie, CVS, Walgreens and WalMart. enews20.com From the article:"...The company, which started selling this year's strain of vaccine Sept. 29, is scheduled to conduct 200 flu-shot clinics at area stores, churches and community centers through late November. Not every shot delivered at a store will cost $30, however. Maxim's contract with Wal-Mart calls for a $29 price. Customers who present a CVS "Extra Rewards" card at a CVS pharmacy can get a shot for $27. Winn-Dixie customers using that chain's preferred-customer card qualify for a $28 price...." It's possible that these vaccines may be a two quarter event. You are correct that same store sales should increase too just from the added foot traffic from customers getting their flu shot now and their H1N1 later. EKS