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Strategies & Market Trends : Value Investing

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To: Mark Adams who wrote (12048)	2/16/2001 2:19:51 PM
From: TimbaBear	Read Replies (1) of 78471

I own CEGE. I bought it at much higher levels than here. I evaluated it recently and got a NetNet valuation of $15.47/share so at current levels it appears to be approaching very comfortable margins of safety. I bought it because of it's portfolio of gene therapy patents and the work it's doing on cancer vaccines. I think it has far more upside potential at these prices than downside. I think the largest portion of cash came from selling part of their ownship in Abgenix. They still retain a substantial interest in that company. I have gotten burned looking at the comparison of cash on hand to market price. I've gotten more conservative in these times when conservative approaches are bearing fruit. Timba

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