dont underestimate importance of phase 2, page-5

Hmm, I don't believe that Apricitabine is seen as just another drug.. Its quite the reverse. If you have been reading the press and ann etc, you would see this too. In some instance you are right with a nervous wait on the Phase III trials but with Mercks drug being pulled and the very successful Phase II trials, you would wonder what we have to be nervous about.

There is no need to downramp or upramp AVX as it is a well run company that can sustain its self. It only follows the market ups and downs until futher ann come out. This stock is still a hot buy at this price.

A