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Biotech / Medical : North American Vaccine -- Ignore unavailable to you. Want to Upgrade?

To: andy harrison who wrote (215)	1/14/1998 9:33:00 AM
From: Don W Stone	Respond to of 507

Andy: With STRONG BUYS on the street from the analysts that follow the stock I'd be abit up tight if I were short. Here is my summary of what's going for NVX today. This is based on my conversations with the Company and having heard what the analyst are saying. " In a nut shell" About the Press Release: 1. "CERTIVA is in the final steps of FDA review for licenture" 2. That NVX should get approval during the first quarter '98. 3. That the FDA will meet its objective of promptly completing the reveiw process. 4.That the FDA request for additional information is not about clincal trials and safety and efficacy or about ability to manufacture. 5. The information is in house and will be provided over the next 2 weeks. 6. That the Company is highly confident about labeling and about the ability to differentiate CERTIVA in the market place. And what else: 1. They are marketing DTaP and DTaP-IPV with great success in Sweden and Denmark. Many hundreds of thousands of doses have been administered with not a single incidence of a serious adverse event. 2. NVX/ Chiron will get approval to market DTaP and DTaP-IPV in Germany and Austria in '98. 3. NVX's manufacturing facility is one of the most advanced facilities of its kind in the world and has been operating and shipping products for over a year to Sweden and Denmark. 4. Abbott Labs 500 man salesforce has been trained on CERTIVA 5.DTaP-IPV and adult aP are expected to be on the U.S. market in late '98 or early '99. 6. NVX will have at least three revenue streams in '98 and for the foreseeable future. All are expected to grow substantially. About the future ( 1999 and out): 1. Revenue from the CERTIVA line will be on a steady growth curve as the combination vaccines are introduced. 2. The potential market for the meningitis vaccines and the strep vaccines now in various phases of development are thought to be well in excess of a billion $$$$$$$. These vaccines could dwarf the total world market for DTaP from what I have heard.. 3. There is a very real probability that one of the big drug companies will buy NVX out. Nobody is venturing a guess as to how soon or who.. Abbott? Connaught? Chiron? ( all are in partnership in some way) Now that is some of what is supporting the 4 STRONG BUYS. :-}, :-}, :-}, :-}