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Biotech / Medical : T/FIF Portfolio

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To: JOEBT1 who wrote (354)1/5/1999 1:29:00 AM
From: scaram(o)uche  Read Replies (2) of 1073
 
Joe:

I bought some, not enough, when the recent news regarding AMGN/epo/TKTX and ABGX was all the buzz. I therefore think that it's great news. Wouldn't be surprised to see a gap tomorrow morning. Also, will be interested to see if ARIA/CEGE make it to Waldholz's report tomorrow for CNBC.

But.... it's not clear to me how patent rights for AAV vectors will sort out. I'm not very good with vectors, viral or otherwise.

Rick
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