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 : MedImmune -- Ignore unavailable to you. Want to Upgrade?

To: bill small who wrote (94)	2/12/1998 12:39:00 PM
From: James Mortensen	Respond to of 416

Can't say anything about this being a specially bad season, but I remember hearing of RSV some 5 or 6 years ago. My wife studies epidemiology and she was talking it about it when my son was born 5 1/2 years ago. At the time, it was one of the biggest risk factors for infants in the area where we lived. Regards, Jim

To: bill small who wrote (94)	2/12/1998 2:59:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 416

Bill, Not in our location, but I think that's quite variable from place to place. Probably goes in cycles as a large group of susceptible preschool kids builds up, and then gets real bad one winter, after which most everyone's immune, and then the next few winters are pretty mild - but the cycle can vary from one locale to another. MedImmune has done a VERY good job of making sure the whole medical community knows about RSV and their product. They haven't convinced everyone yet, but they don't have enough RespiGam to go around if everyone was convinced, so no problem, from an investor's standpoint. I think their new monoclonal product will be even better received, anticipating lower cost and easier administration, which is part of the acceptance problem at present. I don't hear of much progress on a vaccine, so their market looks secure for the time being; fortunately, though, they have other irons in the fire, should a vaccine come along. I don't own this stock 'cause I sleep better at night not worrying about whether my prescribing practices are influenced by my investments, and I wouldn't be buying at the current price anyway, but I think it is an excellent company with a good product and good prospects. My only concern with them is I think they are on the edge regarding physician inducements, but I have expressed this concern to them, and hopefully they will be careful about that. Bob