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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (1048)	6/1/1998 11:08:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 1720

[Stock talk, VICL] Several of you may be aware that I have been mentioning VICL positively all year. As a clinical analyst, my first focus is on the consistancy and breadth of positive clinical developments, and the significant pharmaceutical industry validation/endorsements of VICLs technology platform (gene based). They have a great business plan - partner with the major pharaceuticals for their preventative vaccines, thus getting both sustaining funding for clinical development and ensuring future revenue on the basis of milestone payments for clinical progress and ongoing royalties, while developing therapeutic vaccines with the major pharma revenue for direct intervention (immune system triggers for cancer therapies) on their own serious revenue from products free from significant revenue sharing. The revenue from licensing has allowed them to have a negligable cash burn rate - a significant abnormality for a biotech with no drugs or vaccines that have completed the clinical cycle. A couple years ago, Smart Money had an article featuring several companies entitled something like, "In search of the next Microsoft". VICl was actually their #2 choice - unfortunately too early in the clinical development cycle, and to date they are still behind the spring 96 runnup. But the clinical validation continues to roll in, and the breadth of the product pipeline is impressive. Since Aug 97, there is a pattern of higher or equal lows & highs. And the recent news plays into a lot of media focus on novel cancer therapies. Today's release was picked up by CBS market movers, Motley Fool, Standard & Poors Personal Wealth & Reuters. Since it all came out during the day, a lot of folks will read tonight, and see a lot of good news this year. I'm not a TA heavyweight. My focus is most effectively on business case analysis and FA. I can't recomend precise entry points to ya'll, cause you probably can judge that a lot better than I can. But I look at the business case & clinical development & conclude, this is a big winner for longs. It's transitioning from a trading stock to a solid long term investment. That may not be of interest to most of you, but that's my take on m favorite biotech, which is my best long term sector. Lehman's has a target of 30, BA Robertson Stephens 24, I don't know the targets of the rest of the analysts covering VICL, but its a stock I can recommend with confidence, as I do EQNX. I first started plugging VICL in the 13s (I think) on this thread (actually mentioned it as a possible tax loss selling potential gem in Dec in the 11s). I'm still very bullish. Scott