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Biotech / Medical : Aviron -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (241)	5/31/1998 1:55:00 PM
From: biodoc	Read Replies (2) \| Respond to of 645

FluMist is a vaccine, it would be given prior to the onset of the influenza season to prevent the disease. If successful in preventing, there would be no need to treat. From the published results of the phase III trials it looks like it would be very effective. The product will likely be available in the 1999-2000 season, although some optimists on this thread have speculated that the FDA might push through the approval in time for the company to have product ready for this season. I personally doubt it, but maybe someone knows. The Relenza is an inhaled antiviral drug which would be used in people who have been diagnosed with the flu. The nice thing about a rapid test is the ability to determine if the drug would likely work nearly immediately (It would have to be given early in the disease to have any real impact--[my belief, not supported by any data I've seen]). No vaccine will be 100% effective, so there will be room for both. However, Relenza will not drive out the vaccine, more likely the vaccine, if widely used, will limit the use of Relenza.

To: SJS who wrote (241)	5/31/1998 6:02:00 PM
From: Dennis	Read Replies (1) \| Respond to of 645

Steve, from their descriptions they seem to target totally different markets. AVIR prevention vs. Relenza treatment. I would think they would complement each other. Hey here is an idea, let them MERGE and create a monopoly that the government can go after. Let's see..... we can nick name it BioAviron, kind of like Wintel. This will give the Justice Dept. another excuse to waste tax payers money. Steve, you gave some good TA the other day, mentioned BB at 23.50 and 21 if I recall. I bought at 28, do you think I should sell and wait until she drops a bit?? What would be a fair entry point before news comes out this summer. Wouldn't upcoming news keep the price up there for the next few weeks??