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Biotech / Medical : TGEN - Targeted Genetics Corporation
TGEN 8.005-1.3%2:22 PM EST

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To: Mike McFarland who wrote (442)5/26/2005 6:36:35 PM
From: tktrimbathRead Replies (1) of 557
 
Keeping track of TGEN, DNDN, and GERN are enough for me. So you are on your own for CEGE. I forgot to mention that I continue to be impressed with Targeted's management, but good management isn't as crucial as good science, a well crafted trial, and luck. As the CEO said these diseases are complex. The treatment has to have the luck of not kicking off some unexpected system, or getting in its own way somehow.

By the way, if they get 15% to 40% of a $7B market by 2011, then they easily have $1B in revenue. Take a price to sales of about 6 (magically pulled out of thin air) and there's a market cap of $6B. As I recall that is higher than today's market cap.

Here's hoping.
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