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Biotech / Medical : The thread of life

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To: Mike McFarland who wrote (291)3/25/2002 3:21:04 PM
From: Mike McFarlandRead Replies (1) of 1336
 
cege and tgen presentations today...

Did not take any notes today,
the slides worked fine for the
tgen presentation, and the CFO
did a fine job of speaking clearly,
so I could recommend it to anybody
who wants a briefing. I didn't hear
anything new over the previous
presentations, so I'll give up the
nickle a share to drop the extra
shares. There just does not seem
to be anything to get excited about
in the near term, although they have
weighed themselves down with a whole
gaggle of projects. Any newbie should
be impressed with the presentation.
Cash is a little low at tgen, but then
what do you expect for $2 a share, heh.

Cell Genesys--no slides, and I am
going to have to listen in with
headphones or something to catch
the half I missed. Was somebody
lifting weights? Gawd. I had wanted
to hear something about Rigel, heard
them mentioned, but then did not hear
much after that.

I guess there have been two patients
with metastatic lung cancer in gvax
trials that are probably pretty
excited about the result! So maybe
we hear more at asco. The gene therapy
club on Yahoo has a good discussion of
cege. I think what I would have to do
do hold a large position in cege is
read the club again, take notes, then
listen to the presentation again with
earphones. We will see if I can get
around to it.
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