I agree that the CF work is what sustains the company, good post. In my mind, I've never assigned any value to anything but their cash and AAV/CF, and even with AAV there are plenty of other players.
Tgen has two members on the AAV working group (I think this is a workgroup which helps to define standards for quality of AAV and production standards etc). So that is good. That they have a lock on AAV is certainly bunk, from time to time Parker has tried to make it sound like everybody will have to come to Tgen for their AAV, that does not seem likely.
There seems to be quite a lot of work in testing different serotypes of AAV to different applications. Forgive me, but I've imagined that if there were problems re-administering the, say, AAV2 for CF, then Tgen could rotate their phasers over to AAV5 or 6 <g>.
Personally, CEGE's Ceregene sounds way cool. It seems likely that AAV will be the first vector and lentivirus and other vectors will be slower to develop for safety issues. The AAV packaging size is the limit, but Tgen seems to be working around that?
You will want to visit the Englehardt lab website. I thought it was good that the Englehardt lab also has done some worth with Garry Nolan at Stanford.
It is a fun story and a great pet stock that, although it pees on the carpet from time to time, is hard not to love. I hope they can figure out what seems to make tgAAV/CF work a little bit. You might visit Yahoo and search for my posts there (MichaelWMcF). My posts are mostly crap, but there was a fellow who said something about the proteasome abstract at ASGT, and who seemed to have done his reading about CFTR. His handle was Nerdseeksblonde--the lone person on the Tgen yahoo board who seems to have done his homework.
You will want to google for tumeric/curry spice and CF. A couple of months ago there was some PR about treating CF with eating the spice. Wouldn't that be something.
I don't plan on selling my tgen at the moment, although I hate the never ending rounds of dilution. I've owned it on and off for five or six years. |