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Biotech / Medical : AVIGEN(avgn)

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To: Gary who wrote (187)	2/10/2000 9:31:00 PM
From: JMarcus	of 228

Gary, TGEN is every bit as much in the AAV game as is AVGN, but at half the market capitalization. As happened today, I often see a percentage move in AVGN's stock price mirrored times-2 in TGEN's stock price. I think the reason is that TGEN is so much cheaper at this point. I sold my AVGN position in December and put the proceeds into TGEN, where I'm getting much more bang from the same investment thesis: i.e., that AAV vectors are the holy grail of gene therapy. That's hyperbole, because AAV has lots of limitations. The AAV vector is too small to transport some genes and it is best suited for therapy where you want continuous long-term express of the protein derived from the gene. Sometimes you want short-term expression, as when you are trying to get a heart (suffering from coronary artery disease) to sprout a few extra vessels by introducing a gene that expresses angiogenic proteins. There is no single vector that can do it all, but AAV sure looks promising for a large number of gene-based diseases. I think AVGN and TGEN will both be tremendously successful, but at today's prices TGEN is the better buy of the two. Marc

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