Fellow BLUEsmen (& women, if any),
Loading the car for Yosemite. Back 6/8 or 9 or so.
What this means to you. It means that, while I bear some responsibility for the INGN post, since I translated it, poor stefaan (poor, poor stefaan: How's that fine ale tasting, dude?) will have to defend it by himself for a week. Not that he cares. It is my understanding that he, like other biofreaks, are wary of the FDA's stance on approving gene therapies, given their history. But look at CEGE/ENMD's results. One injection. One. Not saying overweight this stuff, but maybe the good plays deserve a small portion of a balanced biotech basket. Is INGN such a play? Jury is out on other issues besides history. I'll just see if folks bother to come up with anything. The amount of biofreak response itself would be a good rough barometer of the stock's chances, IMO. WRT to the GZMO patent, I guess the question is, "what is the royalty expense?" Probably what stefaan was trying to get across. I'm currently ignorant of the company, so I'll stop there.
What else this means to you. As previously noted, all buy targets given are GTC limit orders. If they fire while I'm away, I'll update when I get back.
I expect to post a few new pictures from Yosemite trip among other recent more local ones. Those that care stay tuned. While you're waiting . . .
yosemite.org
Cheers (with my helmet on), Tuck |
