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Tuesday, November 15, 2005

Flu Season is Here!

Looking at the morning headlines at CNN.com. At the center of the web site is a picture of a senior taking a flu shot and on top of the picture the black bolded phrase reads "pandemic fears loom over flu season".

The avian flu mania has peaked last month as penny stock such as Novavax(NVAX), listed in Nasdaq, reached its 52 weeks high of $6 per share from less than a dollar per share in merely two months before dumped back to it's 50 day moving average of around $3 per share. It looks as if the bird flu stock fever has cool down arleady. However we all know that the flu is not here yet and it eventually will hit US. Now that we are officially in the flu season so the risk of bird flu penetration into US is increasing higher. Therefore it's probably a good time to revisit the bird flu stocks and make sure they are in your portfolio.

Vaccine Maker
The first group of stocks is H5N1 vacccine related stock and the group composed of the vaccine contract winners Chiron(CHIR), Swiss drug maker Novartis(NVS) and Sanofi-Aventis (SNY) plus these other stocks who are in the development of H5N1 related vaccines - MedImmune(MEDI), GlaxoSmithKline(GSK) and Novavax (NVAX).

Tamiflu
The second group of stocks is the Tamiflu manufacture including Teva Pharmaceutical (TEVA), Barr Pharmaceuticals (BRL), Mylan Laboratories (MYL). Tamiflu producer Gilead Sciences Inc. (GILD) is also the top player in this group.

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