Cell Genesys (CEGE) Message Board

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Biotech / Medical : Cell Genesys (CEGE)

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To: david james who wrote (759)	3/12/2000 12:41:00 PM
From: dwlima	of 1298

CEGE suffering from: 1) Biotech pullback 2) Gene therapy moratorium push (which looks like it will never happen, imo) 3) Exercising of 1997 stock options (read SEC fliing). Investors exercising and presumably selling on recent price run-up. I love taking profits...hate it when its others! However, what most people are missing in addition to: 1) lots of cash 2) 12% investment in ABGX 3) hundreds of patents 4) aids/cancer vaccine promising Is CEGE's intent to license in a late-stage compound. Assuming they would look for a partner to market/sell the drug, this would not only increase alliances and revenues, but more importantly reduce their large exposure to their technology platform risk. Hard to buy into the future...the outlook changes at a whim. But, i believe in gene therapy and so do most physicians. It is just a matter of time. so i have all my CEGE and a lot of time to boot! DWLima

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