AVIGEN(avgn) Message Board

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Biotech / Medical : AVIGEN(avgn)

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To: GlobalMarine who wrote (183)	12/8/1999 8:43:00 PM
From: JMarcus	Read Replies (1) of 228

I think we are just seeing the sell-on-the-news philosophy play out. Avigen had an incredible run and this past news event was much anticipated. I currently own more TGEN than AVGN. TGEN's market cap is so much lower, that it is by far the better value. Longer term though, I think AVGN will be even more successful than TGEN. AVGN is 100% committed to the AAV vector. TGEN has other irons in the fire. TGEN's diversification is good risk management, but if you are totally convinced that AAV vectors are the holy grail of gene therapy, AVGN is the pure play. Marc

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