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. |