Well did you get any Incyte on that dip?
I tell ya, you've got to be quick...I know
I was not quick enough.
I like Incyte under $25, preferably around $22
Vical huh...any thoughts about Ariad...or better,
do you have any opinion on what the heck is going
on with this Aventis? (Hoechst and Rhone-Poulenc).
It seemed to me the choices if you were looking for
an angle on aav and gene therapy were cege (which I
traded away too soon) avgn--(did the same thing and
got out too soon), tgen (sold some on that pop a week
or two ago at 2.5) or Ariad...which of course I like
the best but have not been able to net a gain on.
I'm thinking I might buy more soon, but Rick really
has made an awful lot of comments about poor management,
and the convertible sucked too.
But I really like it--so much so that I reserve 1000
shares to never never ever sell.
But I sure would like to know what Aventis is doing
versus what the Hoechst-Ariad genomics center is
doing. note--Aventis went to Nanogen for some work,
and ngen has been flying of late on milestone news.
Hoechst-Ariad is with Pangea and affx as far as I
can tell--if you were going to buy anything else
besides incy, what would it be in the bioinfomatics
arena? Curagen? Gene Logic? Gamble on Hyseq?
There are just too damn many I think sometimes.
If you're curious...I'm long ctii, cnsi, and ntii
mainly right now, so if you don't want to answer
you can just call me nuts! Hey, I'm two thirds
cash, so I'm not too fargone, heheh.
--MM
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