SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Antex Biologics (ANTX) -- Ignore unavailable to you. Want to Upgrade?


To: Amigo Mike who wrote (1116)1/18/1999 2:38:00 PM
From: doug doan  Read Replies (1) | Respond to of 1476
 
A couple of Questions

As I reviewed the history with ANTX I had a couple of concerns that I hope you can shed some light on:

1. All income comes from three sources: SMK, Pasteur, and DoD.
2. All income comes from work on Campy and Pnemonia work, I did not see anything else in the pipeline.
3. In order to increase earnings in 1999, they will need one of the three current income sources to step up and doing something more and bigger this year. Is that real likely? I know that SBIR research grants get real hard to take from Phase II to Phase III. The law of averages are against ANTX on this one. Do not know much about SMK and Pasteur.

I think that the company is in the right positon to do well, as the bugs get stronger and resist all of the known antibacterial agents there will be a great rush to new ones. However, I am not sure the company has the goods. Sure would like to know what else they are cooking in the lab.




To: Amigo Mike who wrote (1116)1/26/1999 7:55:00 PM
From: majormember  Read Replies (1) | Respond to of 1476
 
Hi Amigo Mike,

Purging my under $1 lists and wanted to know
if you or the Amigo's still like this one.

"a purging we will go, a purging we will go"

Cheers,
Skane