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

To: Rick Strange who wrote (279)	2/11/1998 7:32:00 PM
From: Don W Stone	Respond to of 507

Rick: If you are trying to see things as you want them to be i would say you are having a lot of success. Right now do you really think it makes a difference what NVX reports for earnings in '97? I as a long term investor don't. If I want a good year to follow once they do get FDA approval I would hope they would take all the losses they can in '97. I do not hold an analyst to his forecast under such circumstances. I do think that the analyst that follow the stock and the institutional stock holders of NVX fully understand the NVX story, the problems and the potential. I have seen several'income models of NVX and the long term projections are very reasonable and doable IMO. I do think NVX/ABBOTT will do very well with CERTIVA but I think why most of us are really in NVX is for what will follow. There are many drug stocks with products in phase III or earlier studies that don't have a market potential of a fraction of what NVX has going for them nor is their market as clearly defined. Well, so much for that. I'll have more to say after the approval.

To: Rick Strange who wrote (279)	2/12/1998 7:20:00 AM
From: Don W Stone	Read Replies (1) \| Respond to of 507

Rick: You said ; " The Zack numbers are as I stated". Of course that is my point. So far I have found that if you state something it probably isn't correct. Here we are talking about a simple fact that can be readily checked out and you still don't tell it as it is. I had seen the lastest analysis reports so I figured you had just read it wrong so I assumed once i questioned you and gave you the opportunity to recoup gracefully that you would. Apparently your ONLY source for information is from that "nite-fax newsletter". Well, Here is the lastest Zacks report of 2/9/98: Sell0Strong Sell1Average Recommendation (strong buy) 1.00 - 5.00 (strong sell) ------------------------------------------------------------------------ This Week1.8Last Week1.8Change0.0 ------------------------------------------------------------------------ Industry:MED-DRUGS Ranked 75 of 139Earnings Per Share ------------------------------------------------------------------------ Last Quarter(Sep 97)-0.23Surprise-99% Consensus Estimates This Quarter (Dec 97)-0.05This Year(Dec 97)-0.73Next Year0.89Last updated: 09-Feb-98Next Earnings (Approx.): N/A For more in-depth analysis covering over 6,000 equities, a free trial to Zacks premium services is available. Current Consensus Estimate; 1998 0.89 Yes , it is lower than what it was. It was reported before as $1.29 Do you know why? Do you happen to think that the street just may start discounting the potential EPS for 1999 sometime in 1998? I do. NVX does actually have the potential to be earning upwards of $5.00 sometime in the next 3 to 5 years. Rick; You really ought to take NVX off your "most love to hate" stock list. Such negative thinking is just plain bad for your health. :-} Go over and give the Aviron thread a shot. Get in a positive mind set.