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Biotech / Medical : Cell Genesys (CEGE)

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To: Londo who wrote (1098)3/19/2001 3:20:38 PM
From: Bosco  Read Replies (1) of 1298
 
Hi Londo - I tend to be a bit more conservative by not counting the ABGX holding, since it can swing wildly. I believe gene therapy is here to stay. However, the question is CEGE's version. Considering its fairly successful Phase I [ok, so we don't have a reasonable sample size from which to draw conclusion, but then, it is only Phase I] What is left out from Zantac is CEGE's patent portfolio. TXKX/AMGN battle may be a minor setback. Again, conservative investors probably never include that in their estimation. However, that shows CEGE's patent potency.

best, Bosco
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