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

To: Don W Stone who wrote (236)	1/25/1998 11:21:00 AM
From: westi7	Read Replies (1) \| Respond to of 507

We all are hearing about the merger now but wouldn't it have been nice to have it the day before www.stockrumors.com had it but I didn't listen January 13, 1998 SMITHKLINE BCHM ADR (SBH) 52 3/4 RUMORED TO BE BOUGHT BY AMERICAN HOME PRODUCTS (AHP) IN THE 80+ RANGE. January 22,ÿ1998 ÿ11:50am It Isn't Over Till the Fat Lady Sings! Although Smithkline Beecham (SBH) and American Home products (AHP) hit crossroads about price and CEO in differences, our sources believe everything will be resolved and AHP will acquire SBH in the $80's ÿ www.stockrumors.com

To: Don W Stone who wrote (236)	1/27/1998 3:27:00 PM
From: Don W Stone	Read Replies (2) \| Respond to of 507

Goldman Sachs: BUY Recommendation The lastest full report which came out of Goldman Sachs in mid December 1997 and the comments that came out since the Jan. 9th news are what indeed represent the real situation as it is today and the fantastic potential of NVX over the long term, IMO. Here is a brief of what they are saying and the message that is conveyed. CERTIVA APPROVAL WILL COME IN THE FIRST QUARTER '98 Approval of CERTIVA in Germany should come by midyear. DTaP-IPV is ahead of the competition and could be on the U.S. market by late '98 and the rest of Europe by mid '98 (Approved in Denmark '96). This should cannabalize the DTaP vaccine market. GBS Vaccine clinical trials releases should be coming. The vaccine market is large , untapped, growing fast (30-60% per year), not a commodity business , and very profitable. NVX has a varied pipeline of vaccines and is not a one product company. * Abbott is commited to their alliance with NVX and CERTIVA should help their pediatrics growth. What is really significant here is the simple fact that Goldman Sachs is very close to Company management and are indeed held "accountable for what they say". In addition their clientel is essentially institutions and they hold just about 95% of the NVX float. I think it should be obvious to all by now that the institutions did not participate as sellers in the lastest 15% drop in stock price following the press release of Jan. 9th. Fact is that they have been doing the buying. Now that is an indorsement of Goldman Sachs credability. :-}