I put something over on Yahoo...
Because of the dual room set up I had to
keep moving, but of the presentations
I did see, TGEN's was only surpassed
by Gizzmo and Corixa--Parker was a bit
hurried but still a very nice talk. A few
of the slides flew by a bit too fast,
and I was not one of the six or seven folks
who crowded around after her talk, but
maybe I'll have my wife ask her something
at the annual meeting, whenever that is
next year. If a person is looking for hints,
I don't think the II forum is the place,
but a great way to become more familiar with
companies you don't follow.
If there was one thing that Parker seemed she
most wanted to get across, it was that AAV is
not Ad (!) and that they feel they have the means
to be the leader for production of this vector.
Actually, Lee Hartwell of the Hutch was the
best speaker since he was not selling anything--
he mentioned a local company, Rosetta Inpharmatics
I think it is--when I was googling around on
Cadus I came across that one, private I think.
If you only replay one thing, listen to Hartwell's
speech. He made a suggestion for how the internet
might be used to share information about individual's
self-experiments. That idea was not lost on me...
for example, I am sure that sugar plays a part in
my asthma, I always seem to wheeze a bit after treats.
Maybe I should find a hundred asthmatics and do my own
study!. A really nice talk.
I'd suggest folks do attend these things
when they can--it's also a lot of fun to
talk to other investors over the lunch
they provide (which comes with a view
at the Seattle Hilton). Quite a wide range
of investors, although mainly men in the
audience, there was a good range of ages,
and certainly a large range of scientific
understanding. The very last presentation
made me rather uncomfortable, I left in
the middle of that...that speaker clearly
had too much coffee today, yikes.
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