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Biotech / Medical : Cell Genesys (CEGE)

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To: Tom Hua who wrote (786)3/17/2000 10:06:00 PM
From: Timoteo  Read Replies (2) of 1298
 
It may be a while before fund managers buy into the biotech sector, but one never knows. I think many people are still unaware of the whole CEGE story-specifically the cash and ABGX share. It doesn't show in any of the typical profiles so if one doesn't do the DD CEGE is just another "overpriced" biotech. One of my few other tech holdings is BRKT, which is a great company that dropped about 30% this week for no reason. Many investors don't realize that they own 6 million shares of ISPD which is worth more than half BRKT's current market cap. I guess the key is just patience.

Best,

Timoteo
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