Biotech Lock-Up Expiration Hell Portfolio Message Board

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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: tuck who wrote (978)	7/12/2004 5:24:15 PM
From: zeta1961	of 1005

<<Tempted by INGN. Market seems to be assuming the worst about PIII H/N accrual. Zeta, Bernard, any thoughts on bottom fishing here? Seems as though tech value is getting very low. If Advexin is a bust, do they have the dough to advance the other programs without having to dilute for a while?>> I was going to ask you and Bernard the same thing...I just don't know anymore, Never thought we'd see these prices unless Advexin/geopolitical nightmare...I think unless INGN puts out a strong PR...which they usually do during each earnings season(mid August next one)...it's headed even lower...Erb results hurting accrual...along with standard gene therapy prejudice.. The next advancing program as you know, is there Broncho- alveolar cancer program...waiting to do P3's...ever since the recent negative Kapoor PR from his other ventures...my enthusiasm has waned...M.D. Anderson is the only positive... Another question...insider ownnership at 61%...from the grapevine, I hear Nance is a strong-willed, proud kinda' guy...would he just take this co. private?...that thought has crossed my mind...your opinions appreciated... still thinking of that casita in Barcelona...escape the bio/election year brooha... Zeta

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