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Biotech / Medical : Valentis (VLTS)
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To: keokalani'nui who wrote (38)1/9/2001 5:43:18 PM
From: tuck  Read Replies (1) of 81
 
Wilder,

Thanks for the summary, my PC is still audio-challenged. Some day, I'll get that fixed. The main thing that keeps me from pulling the trigger on VLTS, is my inability to size up the competing PEGylation technologies. ENZN and Shearwater both play in this space, too, and maybe a couple more that are slipping my mind.* Do you have a take on the players? I know there is a bit of patent dispute stuff going on, I think with ENZN.

* My song of choice that I would sing to Mr Market today: Thomas Dolby's "My Brain is Like a Sieve"

"My brain is like a sieve.
Sometimes it's easier to forget
All the bad things you did to me,
You did to me"

snip

Surviving, but it hasn't been easy. Hardly get out these days.

Cheers, Tuck
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