John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (195)	12/19/1999 1:39:00 PM
From: wlheatmoon	Read Replies (1) of 2850

john, i think the gene therapy area is a place to park some money for the next 3-10 years, perhaps even longer, depending on how the specific company performs. the problem will be trying to find the right winners. currently, i think the best of the lot are CRA and HGSI. MLNM is also very good. i plan on buying a little now and then adding with each down time in the market. my perspective on these will be long term. i don't want to sound ridiculous, but i view this area as the next frontier in medicine and health care and believe strongly that "gene therapy" will be reality. to me gene therapy not only refers to finding cures for "defective" genes or genes that may predispose one to certain diseases; gene therapy means preventive medicine. the problem with diseases that are linked to genes is that the presence of the gene doesn't necessary mean that one will get the disease. it is called penetrance....the presence of the chromosomal trait doesn't mean that the gene will have full penetrance...but that the potential for expression is higher than if one doesn't have that gene. so, knowing that one has a gene that predisposes one to some preventable illnesses, one can be very defensive about it. in this light, some (and perhaps all) cancers become preventable. wouldn't that be cool! HGSI and CRA have the most knowledge out there. They have the best partners. They are potential grand slams. As you are aware, biotech companies can often fall flat on their faces if FDA approval or drug trials fail. I don't see that as obstacles here. HGSI and CRA are information providers. They will eventually have drugs/gene therapy solutions that will be tested. Sure, some of these will fail,,,but the allure of these companies in the next 12-18 months is primarily in their ability to decode the secrets to chromosomal makeup. enough said...i will accumulate these slowly for the long haul until i see some changes. market conditions may make everything tank, but i'm willing to wait on these. please tell me if you see some flaws in my thesis... mike

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