Nabi Biopharmaceuticals (NABI)

IBDvalueinvestin (95.42) Submitted: 11/17/2009 12:14:25 PM : Start Price: $5.05 NABI Score: -2.93

If Nabi succeeds , its name will be a household name much like Tylenol is today.

GlaxoSmithKline (NYSE: GSK - News) and Nabi Biopharmaceuticals (NasdaqGM: NABI - News) signed a licensing agreement for a nicotine conjugate vaccine (NicVAX) as well as for the development of a second generation nicotine vaccine. NicVAX is an investigational vaccine for the treatment of nicotine addiction and the prevention of smoking relapse. Earlier in October, the vaccine received a $10 million grant from the National Institute on Drug Abuse.

As per the agreement, Nabi will get an upfront payment of $40 million and is eligible to receive more than $500 million (together with upfront payment) as option fees and milestones for the vaccine, NicVAX, and follow-on nicotine vaccines. Nabi has the potential to receive double-digit royalties from sales if the product is commercialized. GlaxoSmithKline will have an option to exclusively in-license NicVAX on a worldwide basis and a license to develop follow-on next-generation nicotine vaccines using Nabi's intellectual property together with GSK's own technology.

NicVAX is currently being studied in the first of two phase III clinical trials with results expected at the end of 2010. While Nabi will be responsible for the development of this vaccine, GlaxoSmithKline on exercising its option will take responsibility for further development and commercialization of NicVAX.

Company estimates put the worldwide number of smokers at about 1.2 billion and smoking causes approximately 5.4 million deaths per year. In view of the huge increase in the number of smokers, Datamonitor expects the global market for smoking cessation to reach $4.6 billion by 2016 and vaccines could account for $2 billion in sales.

Currently available smoking cessation therapies have relapse rates which can be as high as 90% in the first year after a smoker quits. Although the vaccine holds immense potential, we however remain concerned about its successful development. In October, an anti-smoking vaccine developed by Cytos Biotechnology and Novartis (NYSE: NVS - News) missed its main goal in a mid-stage study.

GLAXOSMITHKLINE PLC (GSK): Read the Full Research Report

jjdonnelly (70.44) Submitted: 10/12/2009 7:25:54 PM : Start Price: $3.70 NABI Score: +28.78

The company is developing a nicotine vaccine. I think they will do well with it in the long term.

pjani06 (98.15) Submitted: 7/23/2009 6:56:34 PM : Start Price: $2.41 NABI Score: +87.57

outperform. company is HIGH in cash. not terribly overvalued, and is likely to kill S&P 500 where it is at today's levels.
additionally these companies are not within the financials nor energy sectors.

JohanHansen (71.40) Submitted: 6/12/2009 11:23:33 AM : Start Price: $2.78 NABI Score: +56.92

Turned around after 27% plus loss

tharlow (< 20) Submitted: 8/18/2007 5:18:49 AM : Start Price: $3.55 NABI Score: +56.88

Could be huge.

Zikar (< 20) Submitted: 8/15/2007 4:35:09 PM : Start Price: $3.39 NABI Score: +60.26

Big risk, big reward. While I think an actual "vaccine" may not be the end result, tobacco cessation products are becoming more and more of a popular business, with incredible profit margins. Stage III trials are where the rubber will meet the road, but I'll take a chance getting in now, on the cheap.

spincus614 (< 20) Submitted: 7/23/2007 3:34:38 PM : Start Price: $4.54 NABI Score: +31.77

New management should start turning things around and erase the internal chaos and lack of morale that has plagued the company and its employees over the past year. Completion of the division of the company into business units is a good sign and may help the company look more attactive as a takeover or merger target

JNoise (94.70) Submitted: 5/4/2007 1:00:51 PM : Start Price: $5.27 NABI Score: +14.88

what would you pay to quit smoking?

avatar2005 (< 20) Submitted: 3/28/2007 11:06:19 PM : Start Price: $5.22 NABI Score: +11.45

Company's got alot of potential on the bench right now...anyone of which could be at least a double!

NetscribeHealthC (< 20) Submitted: 2/28/2007 8:44:04 AM : Start Price: $5.24 NABI Score: +9.53

Nabi develops and commercializes medical products with a focus on gram-positive bacterial infections, hepatitis, and kidney disease and nicotine addiction. Its biopharmaceutical products generate 40% of company’s revenues, while the balance is contributed by antibody products. It has three products in the market: Nabi-HB [Hepatitis B Immune Globulin (Human)], Aloprim injection. In November 2006, Fresenius Medical Care acquired PhosLo (calcium acetate) from the company.

Nabi’s products in clinical development include vaccines and antibody-based therapies. Civacir is under phase-II clinical trail, for preventing reinfection with hepatitis C disease in liver transplant patients; and NicVAX is also in phase-II clinical trail, for the treatment of nicotine addiction. The company has strategic alliances principally with National Institute of Health to manufacture vaccines against staphylococcal infections, including StaphVAX; and Chiron Corporation for four vaccines, including Civacir.

For the nine months ended September 2006, Nabi's revenues fell 12%. Biopharmaceutical sales were down 57%, as sales in 2005 included WinRho SDF sales of $6.2 million; the distribution agreement for which expired in March 2005. Also, sales for Nabi-HB fell by 35% owing to continued negotiation of a supply agreement with one of the significant customers. Sales for Antibody products were up by 25% in the said period. Loss from operations fell 2%, which reflects 41% decrease in research and development expense and 21% reduction in selling and administrative expenses.

The negotiation of supply agreement is expected to be finalized in early 2007 boosting sales of Nabi-HB. Antibody products are expected to maintain a similar sales pattern in 2007 as well. The European approval for sale of Nabi-HB in six countries is expected in mid-2007, which will help boost the top line. These reasons make Nabi a possible outperformer in the short as well as long run.

baronvonlong (< 20) Submitted: 10/23/2006 6:08:19 PM : Start Price: $6.66 NABI Score: -12.05

nicvax will make me rich

hukp (< 20) Submitted: 10/3/2006 2:54:50 PM : Start Price: $5.69 NABI Score: -2.69

Hired consulting firm to help

dogface17 (< 20) Submitted: 9/14/2006 5:22:33 PM : Start Price: $5.64 NABI Score: -2.70

this is a complete speculative stock that is totally dependant on gaining approval for its staph drug...this is something the medical community absolutely needs and if it hits it is a true back to back to back jack