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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Dan O. who wrote (5618)	9/15/1998 12:58:00 PM
From: Mike McFarland	Read Replies (3) of 9719

Does anybody have a feel for how many companies are working with AAV? In the Journal today there was an article about Novartis, and they mentioned a company they acquired a year or two ago (I believe it was something like 'Genetic Holdings')--anyway they mentioned in the caption their work with adeno- associated virus. I follow TGEN, and it's been on the move a bit lately (sadly, without me). Was curious if any of the other companies working with AAV as gene therapy vector are also moving. Here is the TGEN article, it is a little old seattletimes.com And now for sume humor--I saw a large block of ARIA trade yesterday, naturally, I used the money I had earmarked for TGEN to add to my pile of Ariad. Oops, could of had more aria today $1/2 cheaper:-( --MM

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