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Biotech / Medical : AVIGEN(avgn)

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To: Tom M who wrote (138)9/3/1999 1:27:00 PM
From: Mike McFarland  Read Replies (1) of 228
 
Other Adeno/AAV Gene Therapy stocks...

Nah, I'm going to tough it out with
Ariad, hope somebody gobbles them up--
it's twice book, but I don't know: Book
value is a little ill-defined when you're
limping from one round of crappy financing
to another.

If I'd done okay with ARIA I'd have spread
the gains out into a little Onyx, maybe some
tgen--I snagged some trading gains in each
of those, maybe time to give it back and invest,
heheh. Of course this one and CEGE just keep
running away from me, I'd probably want to
hold off and wait for dips.

Keep your eyes open for an IPO
in Genovo someday, maybe it will just
stay private, but you never know...
not much of a website yet, but two
links to hit and read if you haven't yet.
genovo.com

I'd figured Ariad was the perfect way to
go deep-value science, "research premiums"
supposedly being so low in a hypey momentum
oriented market. Nice idea, kinda blew up
in my face tho.

Good luck, yours seems to have the momentum,
no sense selling a winner.
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