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Biotech / Medical : Biotech Valuation
CRSP 56.38-9.0%Nov 4 3:59 PM EST
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To: Biomaven who wrote (10512)2/19/2004 5:06:48 PM
From: tuck  Read Replies (1) of 52153
 
Peter,

Good find. CEGE itself has not issued a PR and was weak today. Possible momo play tomorrow, as one would assume the PR department will get off their duffs soon. The GVAX prostate cancer vaccine is headed for PIII in a a few months.

Here's a look at the clinical status of the GVAX program:

cellgenesys.com

My Mom owns shares. I think CEGE is cheap and may buy more. INGN also looks relatively promising to me in the gene therapy field. Most biofreaks stay away despite promising results. Bad history = tough FDA scrutiny, lower margins than small molecules, are a couple of reasons I've heard. Erik's observation that it has taken a while might be another. CEGE has a stake in ABGX, and was wise enough to sell some chunks during the Bubble, so they've got plenty of cash.

Further discussion on CEGE would be welcomed here or on its own thread, at least by me.

Cheers, Tuck
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