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

To: Don W Stone who wrote (311)	2/25/1998 5:42:00 PM
From: Don W Stone	Respond to of 507

David: I meant to ask you one question: If you were Abbott management and you as Abbott management have been telling your stock holders that you are going back into the vaccine business would you be a bit more driven to move ahead with your plan to position yourself in the vaccine market? Yes it is a rhetorical question.

To: Don W Stone who wrote (311)	2/25/1998 6:54:00 PM
From: David Bogdanoff	Read Replies (2) \| Respond to of 507

DWS: Thanks for your thoughts and input. Although it is exciting to see other companies go after the vaccine market, thus validating NVX's business franchise, doesn't this mean competition, even if it is high cost competition? And doesn't the extensive in-house vaccine development of these big pharma companies obviate the need to buy out NVX? Regarding, conjugate vaccine technology, I did not understand from the article that the bioengineering approach relied upon such technology. If it did I assume that we would have heard about a licensing agreement with NVX. I am aware of a licensing agreement between a big pharma company with Vical for naked gene technology for a vaccine against HIV, but that does not seem to be conjugate vaccine technology. NVX is not biotech company. After thinking about it, it seems to me that the article deals with a competing technology which probably represent competition for big markets. Guess that's both good and bad news. David