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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Marconi who wrote (12150)	7/30/1998 10:55:00 PM
From: David Bogdanoff	Read Replies (1) \| Respond to of 18691

M; I found your comments on NVX interesting and questionable. I would be most interested to see a company release in which the management "promises" an FDA approval. It would be highly unusual, and possibly actionable, for a management to engage in that type of hype. It would be like a companies management to promise a specific earnings target, which is also something which managements avoid like the plague. In addition, you dismiss a key issue in vaccines today; the low rate of vaccine usage in the U.S. due to fear of serious side effects. Recently I heard in an NPR radio program how whooping cough is on the rise today, the main reason attributed to low vaccination rates seen today's population. Thus, to achieve equivalent efficacy with absence of serious side effects (low though the rate is) is to underestimate a key marketing point. So far as NVX making grandios promises, I simply haven't seen any in months of following them and judge their science to be first rate. David Disclosure: I am long on NVX.