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    AVIRON +14%?????? Grippemittel vor der Zulassung??? - 500 Beiträge pro Seite

    eröffnet am 16.06.00 06:16:40 von
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      schrieb am 16.06.00 06:16:40
      Beitrag Nr. 1 ()
      Hallo!
      Wer weis mehr? Ist Aviron gestern wegen der allgemeinen guten Stimmung bei den Biotechwerten hochgegangen, oder gibt es Informationen über die Zulassung des Grippemittels?
      Avatar
      schrieb am 16.06.00 15:46:03
      Beitrag Nr. 2 ()
      sie wurden empfohlen:

      FreeRealTime.com Teleconference for Year-End & RedChip Merger Announcement
      Thurs., June 8, 2000, 4:30 PM(ET) Click Here to listen to Broadcast




      AVIRON - NASDAQ Stock Market: AVIR
      Quote, Profile, History, News, Options, Chart, Big Charts, MarketGuide, StockTalk Remove from WatchList

      News June 16, 09:37 Eastern Time

      The Wall Street Transcript Publishes Analyst Interview in U.S. Bancorp Piper Jaffray Conference Issue

      NEW YORK, June 16, 2000 (PRIMEZONE via COMTEX) -- Thirteen leading analysts and
      top management from ninety-seven sector firms examine Investing Strategies in
      this special 364-page U.S. Bancorp Piper Jaffray Conference Issue from The Wall
      Street Transcript (212/952-7433) or http://www.twst.com/info/info114.htm." target="_blank" rel="nofollow ugc noopener">http://www.twst.com/info/info114.htm.

      1) Biotechnology Stocks - In an in-depth (3,600 words) Analyst Interview, Mark
      Augustine, Senior Research Analyst with U.S. Bancorp Piper Jaffray`s Equity
      Research Group, examines the outlook for the sector, including the DSL niche,
      optical networking technology, mergers and acquisitions activity, and shares
      specific stock recommendations.

      Augustine explains his group`s approach to the biotech sector. "As with many
      other sectors covered by our firm, we have decided to divide things up, and in
      this case, along the lines of disease focus. I have spent considerable time over
      the last 10 years in infectious disease, autoimmune/inflammatory disease, and
      cardiovascular disease as well as specialty and vaccine companies. The names
      that I look at in these areas are generally product-based companies."

      Augustine labels MedImmune (Nasdaq: MEDI) an exciting story. "This is because
      there is no competition in sight and the fact that it addresses a compelling
      medical need and the company will be able to leverage its flagship product into
      other patient populations, such as the elderly and the less severely premature,
      and generate, we believe, a 30% sustainable earnings growth rate."

      Augustine highlights Aviron (Nasdaq: AVIR). "Another approach to prevention that
      stands, we believe, to be approved next year is a novel intranasal influenza
      vaccine. That`s a product out of a pure-play vaccine company called Aviron in
      Mountain View, California. We see a 2001 approval and launch for an important
      product here that has $600 million in peak worldwide sales potential."

      BioChem Pharma (Nasdaq: BCHE) is on the rebound, according to Augustine. "Zeffix
      sales have begun to accelerate and BioChem Pharma, an unbelievably cheap stock,
      might actually be a stock in rebound this year as Zeffix sales accelerate and
      they get an interesting cancer drug, troxacitabine, through Phase II studies. We
      project a 31% five-year earnings growth."

      Alexion (Nasdaq: ALXN) is an exciting company, according to Augustine. "Alexion
      is developing novel anti-inflammatory drugs that inhibit complement proteins. If
      there is positive news in any one of these Phase II studies, we think the stock
      could double. They`ve got an outstanding management team, and it`s perhaps the
      most exciting earlier stage biotech company that we`re focusing people on at
      this point."

      This 364-page U.S. Bancorp Piper Jaffray Conference Issue also features:

      2) Outlook for U.S. Bancorp Piper Jaffray - In an in-depth (1,600 words) Analyst
      Interview, Thomas Schreier, Managing Director of U.S. Bancorp Piper Jaffray,
      examines the outlook for the five sectors he covers, and highlights the theme of
      this year`s conference.

      3) IT Infrastructure - In an in-depth (1,100 words) Analyst Interview, Ashok
      Kumar, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for
      the sector, including investment strategies, demand/supply issues, new
      technology applications, and shares specific stock recommendations.

      4) Wireless Communications Stocks - In an in-depth (2,300 words) Analyst
      Interview, Samuel May, Managing Director of U.S. Bancorp Piper Jaffray, examines
      the outlook for the sector, including investment strategies, sector trends, the
      mobile internet, the U.S. Bancorp Piper Jaffray Wireless Index, and shares
      specific stock recommendations.

      5) Internet Software Infrastructure - In an in-depth (3,400 words) Analyst
      Interview, Hany Nada, Managing Director of U.S. Bancorp Piper Jaffray, examines
      the outlook for the sector, including e-commerce, trends on the demand side, his
      valuation methodology, and shares specific stock recommendations.

      6) B2B E-Commerce - In an in-depth (4,100 words) Analyst Interview, Jon Ekoniak,
      Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the
      sector, including e-commerce, various business models in the sector, and shares
      specific stock recommendations.

      7) Outlook for Electronic Commerce - In an in-depth (3,900 words) Analyst
      Interview, Stephen Franco, Vice President with U.S. Bancorp Piper Jaffray,
      examines the outlook for the sector, including e-commerce, online financial
      services, investment trends, and shares specific stock recommendations.

      8) Network Infrastructure - In an in-depth (1,800 words) Analyst Interview,
      Conrad Leifur, Vice President with U.S. Bancorp Piper Jaffray, examines the
      outlook for the sector, including the DSL niche, optical networking technology,
      mergers and acquisitions activity, and shares specific stock recommendations.

      9) Financial Business Services - In an in-depth (4,500 words) Analyst Interview,
      Bradley Berning, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines
      the outlook for the sector, including common characteristics of Financial
      Business Services companies, investment themes or trends, and shares specific
      stock recommendations.

      10) Healthcare Services - In an in-depth (3,700 words) Analyst Interview,
      William Bonello, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines
      the outlook for the sector, including reimbursement basis for Healthcare
      Services companies, trends in reimbursement, and shares specific stock
      recommendations.

      11) Lifestyle Retailing - In an in-depth (3,700 words) Analyst Interview,
      Jeffrey Klinefelter, Senior Research Analyst at U.S. Bancorp Piper Jaffray,
      explains the concept of lifestyle retailing, examines the outlook for the
      sector, and shares specific stock recommendations.

      12) Outlook for E-Health - In an in-depth (2,600 words) Analyst Interview, Daren
      Marhula, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the
      outlook for the sector on the business-to-consumer and on the B2B side, and
      shares specific stock recommendations.

      13) Retail Hardlines Stocks - In an in-depth (4,000 words) Analyst Interview,
      Rebecca Yarchover, Senior Research Analyst at U.S. Bancorp Piper Jaffray`s
      Equity Research Group, examines the outlook for the sector, including retail
      hardlines companies, consumer electronics, and shares specific stock
      recommendations.

      14) CEO/Company Interviews - Top management of ninety-seven sector firms examine
      the outlook for their firm and the sector. Firms include:

      AmeriCredit, Bridge Medical, Cintas, click2learn.com, Community First
      Bankshares, Delano Technology, Equifax, Harris Interactive, HEALTHSOUTH,
      IntraNet Solutions, JDS Uniphase, Layton BioScience, Lightspan, Lionbridge
      Technologies, Metris Companies, Multex.com, National Discount Brokers Group,
      OraPharma, RADVision Ltd., Retek, 99 Cents Only Stores, Abercrombie & Fitch
      Company, ADC Telecommunications, Allos Therapeutics, Alloy Online, American
      Dental Partners, American Express Company, AmeriPath, Applebee`s International,
      Aspect Communications, Bluefly, C.H. Robinson Worldwide, Clarus, Coldwater
      Creek, Commerce One, Confer Software, Davox, Ecolab, Electronics for Imaging,
      Eloquent, ePocrates, E-Tek Dynamics, Expeditors International of Washington,
      Family Dollar Stores, Fidelity National Financial, Gateway, Go2Net, Guitar
      Center, H.B. Fuller Company, Hanger Orthopedic Group, Heller Financial,
      HomeServices.com, Hormel Food Corp., iManage, Insight Enterprises, Interactive
      Intelligence, iVillage, Landec, Liberate Technologies, LookSmart Ltd.,
      Macrovision, MCK Communications, MedChannel, Media 100, Metron Technology NV,
      Michael Foods, Mortgage.com, National Instruments, Natrol, Netcentives,
      NETsilicon, Network Commerce, NextCard, Nu Skin Enterprises, Online Resources &
      Communications, OrthAlliance, Performance Food Group, Pinnacle Systems, Primus
      Telecommunications Group, Redback Networks, Regis, RehabCare Group, Restoration
      Hardware, School Speciality, SelfCare.com, SimplyHealth.com, Spiegel, Splash
      Technology Holdings, Starbucks, T/R Systems, TCF Financial, TMP Worldwide,
      Tuesday Morning, U.S. Bancorp, Uno Restaurant, Witness Systems, Xchange.

      To obtain a copy of this 364-page U.S. Bancorp Piper Jaffray Conference Issue,
      call (212) 952-7433 or see http://www.twst.com/info/info114.htm." target="_blank" rel="nofollow ugc noopener">http://www.twst.com/info/info114.htm.

      The Wall Street Transcript is a premier weekly investment publication
      interviewing market professionals for serious investors for over 37 years.

      The Wall Street Transcript has launched a new free service where investors can
      ask any of the above companies (or any public company) a question at
      http://www.qawire.com.

      The Wall Street Transcript does not endorse the views of any interviewee nor
      does it make stock recommendations.


      KEYWORDS: analysts, investments

      CONTACT: The Wall Street Transcript,
      Peter McLaughlin
      (212) 952-7433
      http://www.twst.com

      DELIVERED BY PRIMEZONE MEDIA NETWORK 800-307-6627

      Copyright (c) 2000. PrimeZone Media Network, Inc.



      KEYWORD: New York, NY, US
      INDUSTRY KEYWORD: 0
      0
      SUBJECT CODE: analysts
      investments
      Avatar
      schrieb am 17.06.00 14:59:14
      Beitrag Nr. 3 ()
      Da wurden scjon KZ von 100 $ genannt !
      Kurs akt: 33 $
      Avatar
      schrieb am 18.06.00 22:19:58
      Beitrag Nr. 4 ()
      vielen dankk für die info korkut!!!! :-))))))))
      Avatar
      schrieb am 19.06.00 23:19:40
      Beitrag Nr. 5 ()
      Was hat Avirondl für eine WK. bitte ?

      Trading Spotlight

      Anzeige
      InnoCan Pharma
      0,1775EUR -7,07 %
      CEO lässt auf “X” die Bombe platzen!mehr zur Aktie »
      Avatar
      schrieb am 19.06.00 23:45:29
      Beitrag Nr. 6 ()
      WKN 905806
      MfG Korkut
      Avatar
      schrieb am 26.06.00 00:14:14
      Beitrag Nr. 7 ()
      News June 23, 16:05 Eastern Time

      Aviron and NIH Extend FluMist Agreement

      MOUNTAIN VIEW, Calif., Jun 23, 2000 /PRNewswire via COMTEX/ -- Aviron (Nasdaq:
      AVIR) today announced that it has extended its cooperative research and
      development agreement (CRADA) for the development of FluMist(TM) with the
      National Institute of Allergy and Infectious Diseases (NIAID) of the National
      Institutes of Health (NIH) through June 2003. FluMist(TM) is Aviron`s
      investigational intranasal influenza vaccine.

      In March 1995, Aviron entered into a five year CRADA with the NIAID to conduct
      clinical trials designed to further explore potential benefits of the
      FluMist(TM) technology. Including both Aviron`s independent studies and studies
      conducted cooperatively under the CRADA, Phase 1, 2 and 3 clinical trials have
      been completed for FluMist(TM), generating safety and efficacy data in more than
      13,000 children and adults.

      "Aviron`s strong relationship with the NIH is a wonderful example of how the
      public and private sectors can pool talent and resources to address a major
      public health threat such as influenza," said C. Boyd Clarke, Aviron president
      and chief executive officer.

      Aviron intends to submit a Biologics License Application for FluMist(TM) to the
      U.S. Food and Drug Administration in the fourth quarter of 2000.

      Aviron is a biopharmaceutical company based in Mountain View, California,
      focused on the prevention of disease through innovative vaccine technology.

      Actual results may differ materially from the forward-looking statements
      contained in this release. Factors that could cause actual results to differ
      include, but are not limited to, failure to validate the manufacturing process,
      facilities or equipment for the company`s nasal influenza vaccine, and the
      assessment by regulatory agencies that the company`s future license applications
      for its nasal influenza vaccine are incomplete or inadequate to approve the
      product for marketing to one or more target populations. Additional information
      concerning factors that could cause such a difference is contained in Aviron`s
      SEC filings, including its Annual Report on Form 10-K for the year ended
      December 31, 1999.

      To receive an index and copies of recent press releases, call Aviron`s
      News-On-Call toll-free fax service, 800-758-5804, extension 114000. Additional
      information about the company can be located at http://www.aviron.com .

      SOURCE Aviron


      CONTACT: media or investors, John Bluth, 650-919-3716, or investors,
      Fred Kurland, 650-919-6666, both of Aviron; or media, Claudette Hibbert of
      Fleishman-Hillard, 212-453-2000, for Aviron
      /Company News On-Call: http://www.prnewswire.com/comp/114000.html" target="_blank" rel="nofollow ugc noopener">http://www.prnewswire.com/comp/114000.html or fax,
      800-758-5804, ext. 114000

      URL: http://www.aviron.com
      http://www.prnewswire.com

      (C) 2000 PR Newswire. All rights reserved.



      KEYWORD: California
      INDUSTRY KEYWORD: MTC
      BIO
      Avatar
      schrieb am 26.06.00 19:29:51
      Beitrag Nr. 8 ()
      Hallo Lena97!
      Du scheinst ja die Zulassung von Flu-Mist nicht abwarten zu können. Aber ich glaube im Moment entwickelt sich Aviron so gut, weil rein charttechnisch alles ziemlich gut aussieht. Insbesondere der Ausbruch aus der schon etwas länger andauernden Seitwärtsbewegung sieht top aus. (Hat sogar Förtschi in der Aktionär bemerkt.) Kurzfristiges Kursziel in der Aktionär ist 55 US$. Das ist meiner Meinung nach ziemlich übertrieben, da die Umsätze an der Nasdaq immer noch sehr niedrig sind. Erst müssen die mal anziehen, bevor wir in Kursziel 1000€-Träumen (wieder Förtschi, der steht ja auf runde Zahlen, siehe Morphosys) schweben dürfen. Oder aber deine lang ersehnte Meldung von der Zulassung kommt, aber glaube mir, ehe wir das wissen ist der Zug schon ohne uns abgefahren.
      Bis dann IM Specht
      Avatar
      schrieb am 30.06.00 15:33:39
      Beitrag Nr. 9 ()
      News June 30, 07:00 Eastern Time

      Clinical Testing Begins With Aviron CMV Vaccine

      MOUNTAIN VIEW, Calif., Jun 30, 2000 /PRNewswire via COMTEX/ -- Aviron (Nasdaq:
      AVIR) today announced the initiation of clinical testing with its vaccine
      candidates to prevent infection with cytomegalovirus (CMV), the leading
      infectious cause of birth defects in the United States.

      A Phase 1, randomized, double-blind, placebo-controlled trial will evaluate the
      safety of four live attenuated injectable vaccine candidates designed by Aviron
      scientists. Investigators at the Vaccine Treatment and Evaluation Unit at Saint
      Louis University are enrolling 25 healthy adults aged 18-50 who have had
      previous natural exposure to CMV.

      The study is being conducted by the National Institute of Allergy and Infectious
      Diseases (NIAID), a component of the National Institutes of Health. The lead
      investigator is Thomas Heineman, M.D., Ph.D., assistant professor of medicine at
      Saint Louis University.

      "Bringing our CMV vaccine into the clinic is a significant milestone for
      Aviron`s research program," said C. Boyd Clarke, Aviron president and chief
      executive officer. "Developing a vaccine to prevent CMV infection is consistent
      with Aviron`s strategy to discover, develop, and commercialize innovative
      vaccines for important diseases."

      In 1999, the NIAID commissioned a report by the Institute of Medicine to help
      prioritize vaccine research efforts. The report highlighted the public health
      need for a CMV vaccine by designating it with the highest priority rating for
      vaccine development.

      CMV: Leading Cause of Birth Defects

      Currently, there is no vaccine available for CMV, an infection with an estimated
      annual cost of $4 billion in the United States. CMV is the most common viral
      infection known to be transmitted to the fetus during pregnancy and is the
      leading infectious cause of birth defects in the United States.

      CMV infection is particularly dangerous to fetuses when their mothers are
      exposed to the virus for the first time during pregnancy. The NIH estimates that
      each year 40,000 infants contract CMV from their mothers and of these,
      7,500-10,000 suffer significant birth defects including deafness and mental
      retardation.

      While 50-85 percent of the U.S. population has been exposed to CMV by age 40, in
      most individuals with healthy immune systems, no symptoms result from CMV
      infection. However, CMV can be life-threatening for immunocompromised patients,
      including those with AIDS and those undergoing organ transplants or
      chemotherapy.

      Aviron is a biopharmaceutical company based in Mountain View, California,
      focused on the prevention of disease through innovative vaccine technology.

      Actual results may differ materially from the forward-looking statements
      contained in this release. Factors that could cause actual results to differ
      include, but are not limited to, failure of clinical trials to demonstrate
      safety and efficacy, inability to manufacture the vaccine, and the assessment by
      regulatory agencies that the company`s future license applications for its CMV
      vaccine are incomplete or inadequate to approve the product for marketing to one
      or more target populations. Additional information concerning factors that could
      cause such a difference is contained in Aviron`s SEC filings, including its
      Annual Report on Form 10-K for the year ended December 31, 1999.

      To receive an index and copies of recent press releases, call Aviron`s
      News-On-Call toll-free fax service, 800-758-5804, extension 114000. Additional
      information about the company can be found at http://www.aviron.com

      SOURCE Aviron
      Avatar
      schrieb am 02.07.00 10:15:24
      Beitrag Nr. 10 ()
      So und jetzt mein Komentar zu der vorherigen netten Meldung:

      Bei einem Medikament, bei dem gerade die klinischen Tests begonnen wurden, liegt die Wahrscheinlichkeit, dass es in 4-5 Jahren in den Markt eintritt bei deutlich unter 5%. Dies liegt im daran, dass das neue Medikament deutlich besser sein muss als ein vergleichbares schon am Markt erhältliches. Da es aber wohl für die beschriebene Anwendung noch kein Präperat am Markt gibt, besteht diese Gefahr nicht. Jedoch kann es auch in einem wesentlich späteren Stadium der Erprobung (1.2. oder 3.klinische Phase) zu Problemen bezüglich der Wirksamkeit oder der Verträglichkeit kommen. Deshalb wird die obige Meldung den Aktienkurs von AVIR wohl kaum beeinflussen, auch wenn es in Deutschland ein Börsenmagazin gibt, in dem mögliche Gewinne von Medikamenten in klinischen Tests gerne schon in den zukünftigen Aktienkurs eingepreist werden. Ich hatte das Glück mich mit jemandem unterhalten zu können, der sich mit der Zulassung von neuen Medikamenten in einer Firma beschäftigt, die aus einem deutsch-japanischen Joint-Venture hervorgegangen ist. Diese Person hält das oben beschriebene Vorgehen für völlig unseriös.
      Avatar
      schrieb am 02.07.00 11:13:21
      Beitrag Nr. 11 ()
      Die Zualssung dauert bei AVIRON kein fünf jahre mehr !!!!!

      Aviron ist geardezu eine gigantiscge 1000% Wette. Sollte der Firma gelingen die Nasensprayimpfung dei der FDA durchzubekommen, rauscht die Aktie auf 500$. Der Markt ist ein 20 MRD. $ Markt !!!!!!

      Aviron ist für 32 Euro geradezu ein Schnäppchen !
      Avatar
      schrieb am 02.07.00 19:08:53
      Beitrag Nr. 12 ()
      Hi BrokerSteve!!!
      Bezüglich der Zulassung um die es oben geht nur eins: Es geht hierbei nicht um FluMist, sondern um ein neues Präperat gegen Infektionen die bei Geburten die Mutter erkranken lassen. Bezüglich FluMist: Deine Kursziel 1000€ Geschichte ist wirklich lustig, da ich dies hier im Board mal als Spass gepostet hatte, weil ich die Geschichte mit Förtschi und Morphosys im 3Sat-Börsenspiel so lustig fand. Förtsch steht halt auf runde Zahlen. Ich hätte im Traum nicht geglaubt, das ein normal denkender Mensch(wichtige Eigenschaft wenn man in Aktien investiert!!)dies dann aufgreift und so tut als ob das ernst gemeint wäre. Sollte die Zulassung für FluMist bald kommen denke ich das sich dies auch erst in den AVIR-Zahlen in 2002 bemerkbar macht, den Du glaubst doch wohl nicht, das ich ein Medikament im kommenden Winter (remeber:Grippe!!!) verkaufen kann, wenn ich jetzt noch keine Zulassung habe. Damit wir uns nicht falsch verstehen, ich habe auch Aviron im Depot und glaube das die Aktie ein Brenner wird. Aber diese dämliche Puscherrei von Dir nervt schon ziemlich.
      Trotzdem Good Luck!!!
      IMSpecht
      Avatar
      schrieb am 26.07.00 21:57:33
      Beitrag Nr. 13 ()
      AVIRON wird die FLUMIST-Zulassung bis Ende 2000 erhalten !!!

      Mindestens 100 % Kursgewinn bis Jahresende.
      Avatar
      schrieb am 26.07.00 23:38:00
      Beitrag Nr. 14 ()
      wenn das so klar wäre, stünde die Aktie sicher nicht bei $ 34.
      woher kommt die information?
      ich denke zwar auch, daß die Zulassung jetzt endlich durchgeht,
      dann wird der Kurs dies aber auch widerspiegeln.
      Bis dahin bleibt Aviron ein äußerst spekulatives Investment.

      MfG Korkut
      Avatar
      schrieb am 27.07.00 23:03:49
      Beitrag Nr. 15 ()
      Hallo allerseits,
      ich denke auch,dass FluMist bis Ende 2000 auf dem Markt sein wird. Allerdings....
      was kommt danach? Meines Wissens ist in unmittelbarer Zukunft von Aviron dann
      nicht mehr allzuviel zu erwarten. Trotzdem könnte mit FluMist der Durchbruch gelingen. Wenn dabei aber irgendetwas schieflaufen sollte, sehe ich schwarz.
      P.S.: Hab Aviron seinerzeit zu 15,5 gekauft (hähähähä)
      Avatar
      schrieb am 22.08.00 22:23:03
      Beitrag Nr. 16 ()
      hallo freunde von aviron,
      hat zufällig jemand eine ahnung warum aviron mit 8% im plus geschlossen hat???
      Avatar
      schrieb am 23.08.00 19:01:27
      Beitrag Nr. 17 ()
      Aviron will im 3. Quartal die Zulassung beantragen.
      Sie sind das letzte mal gescheiter, weil sie nicht das richtige Herstellungsverfahren hatten um in die Produktion zu gehen. Flumist funzt also.
      Das Grippemittel wird aber erst zur Grippesaison (Herbst) 2001
      auf dem Markt sein.
      Als kleine Info noch : Die BBBiotech AG ist an Aviron beteiligt.
      Auf dieser Homepage bekommt ihr auch Infos in deutsch.
      Avatar
      schrieb am 24.08.00 21:07:10
      Beitrag Nr. 18 ()
      zusätzlich zur guten Biotech-Stimmung gab es neue FLUMIST-Fantasien


      Morning Comments from SG Cowen
      8/24/00
      Source: SG Cowen
      San Francisco, CA, August 24, 2000 8:45 PST
      Baxter International - Strong Buy
      Analyst/investor mtg lifts stock to new all-time high. Approval for second Recombinate suite in Thousand Oaks expected any day, but mgt does not believe Q3 results are at risk if this approval does not arrive before 9/30. Mgt also confident that it can reach its 10% sales growth target this year even if currency translations remain a stiff headwind. BAX and Strong Buy Abbott Labs our top large-cap med tech picks. BAX $82/ABT $42



      Integrated Device Technology - Strong Buy
      FQ2 tracking well. Appears to be on track for 15% Q/Q rev and 20% Q/Q EPS growth. At least one-third of the growth is from price increases, which fall directly to pretax profit line. SRAM mkt is at least as strong as expected. Expect strong pricing environment to continue into C2001. Reduction in cell phone handset forecast has not had much impact on DRAM, SRAM, or Flash memory mkts. Price target $100. IDTI $77

      Intersil - Strong Buy
      Conf call should allay investor concerns. Mgt clarified many issues surrounding wireless networks and denied speculation that Bluetooth-based products would severely degrade the performance of 802.11b-based wireless networks, such as those using ISIL`s PRISM chipsets. In fact, ISIL bought an equity stake in Silicon Wave, a closely held Bluetooth developer. ISIL still expects PRISM demand to exceed the 50% growth it experienced last Q. ISIL $51

      Biotech
      Buy oppys and milestones. Strong Buy Cephalon down yesterday on speculation that it falsified data for FDA. Co denies, and speculation doesn`t change the story: Prescriptions up through August, Provigil continues to grow. Co is well positioned to beat numbers for next few Qs and is our top n-t pick. Strong Buy Aviron is expected to re-file its Flumist BLA in Q4, good oppy to buy given our belief in Flumist. Strong Buy Alexion`s stock has been solid despite absence of news; however, now announced important milestone study. Completed enrollment for 200-pt rheumatoid arthritis trial. Is the first large-randomized controlled trial. Data expected in Dec, along with data for other indications. ALXN $70/AVIR $34/CEPH $48

      http://www.cnetinvestor.com/yahoonews/newsitem-yahoo.asp?SYM…


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      AVIRON +14%?????? Grippemittel vor der Zulassung???