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Biotech / Medical : Antex Biologics (ANTX) -- Ignore unavailable to you. Want to Upgrade?

To: Sanjay Jain who wrote (741)	3/3/1998 6:01:00 PM
From: F. Jay Abella, III	Read Replies (1) \| Respond to of 1476

Here is the bottom line for the trip report.....more to follow - FJA ANALYSIS Third quarter 1998 will be a pivotal period for both ANTX as a company and ANTX as a stock, particularly for investors with a 12-month investment horizon or less. Fundamentally, the advent of positive results from the Campylobacter Phase II and the H. pylori phase I trials, a potential collaboration with a leader in animal vaccine technology, and listing on a mainstream stock exchange, would be an incredible boon to ANTX' permanent valuation. Setbacks in any of these areas are mitigated by the fact that the trials have not been self-funded to date. The AST and NST platform is broad enough that resources could be allocated to other, more promising products rapidly, including therapeutics. Regarding ANTX as a stock, the impending volatility of the fundamentals relegates three-month valuation exercises to a technician's game. Given this uncertainty, we understand and appreciate ANTX' tight-lipped approach to Wall Street. In our opinion, ANTX is waiting to have its "ducks in a row" before telling what, in the best case scenario, will be as compelling a story as any the industry has seen in years. For investors who can afford to speculate and have at least a 12-month investment horizon, ANTX is an unusually attractive biotech risk/reward play.

To: Sanjay Jain who wrote (741)	3/5/1998 11:38:00 AM
From: John R Resseger	Read Replies (1) \| Respond to of 1476

Signal Transduction Antex scientists create the Campylobactor vaccine using the company's Nutriment Signal Transduction (NST) technology to generate Campylobacter cells in the laboratory that are as virulent as if they were isolated from an infected person. They accomplish this by identifying the specific nutriments (i.e., broth additives and aeration levels) required by the bacteria to express, via signal transduction, various virulent factors. Antex's oral Helicobacter pylori vaccine, also made from whole killed cells grown with the NST system, is in Phase I trials. Target indications include gastritis, peptic ulcers and gastric carcinoma. In preclinical studies, the vaccine demonstrated the ability to protect animals from disease and clear the bacteria from sick animals. . Antex is developing the Helicobacter and Campylobacter vaccines under a strategic alliance formed two years ago with SmithKline Beecham to develop and commercialize bacterial vaccines based on Antex's proprietary technologies for respiratory, gastrointestinal and sexually transmitted diseases.