Am enjoying the discussion regarding aav patents.
We went around in circles on the Ariad yahoo thread
a couple weeks ago, in this case we were worried about
Avigens patents...and you all may be interested in what
was said. This does not neccessarily apply to CEGE's
patent claims, I don't know what cege even claims...I'm
just throwing it out there for discussion: For example,
in Yahoo ARIA post #655 Pirkkal summarized by saying:
Wilson/Genovo has patented a more advanced and stable
vector, an AAV/adenovirus hybrid(reviewed in posts 'It's
over' and 'It's over-part II'). THIS IS NOT THE SAME VECTOR
AS AVIGEN'S AND AVIGEN'S PATENT DOES NOT COVER THIS VECTOR.
Now, please explain what dispute may arise for Genovo's/
Araid's use of their AAV/Adenovirus vector, to deliver
whatever they want in whatever tissue they choose.
Wilson and Ariad have already answered the question by
publishing the Science paper: they can use their AAV
delivery system however they please.
messages.yahoo.com@m2.yahoo.com
Anyway, so how does a person try and throw some darts
at these gene therapy oriented companies? Well, I am
slowly coming to the conclusion, sickening as it is,
that the market knows more than I do. ARIA was a five
dollar stock last spring...now it is below $2. CEGE
was a three dollar stock just a few months ago, now
it is near $7. You know, I used to own cege, but
somehow I became convinced that Ariad was the smarter
buy...maybe not, I'm willing to throw darts AND admit
that I don't know what the hell I am doing.
So here a challenge to this thread. Tell me why
I should own CEGE over Ariad, or tgen, or any of the
others. Convince me and I'll swap the 2000 shares of
Ariad I bought today in for Cell Genesis. Or you can
just blow me off, but it is a good exercise I think.
(I last posted to this thread in #519, and did not
get any feedback, so forgive the intrusion if you
folks think I'm being rude...just looking for some
answers is all).
--Mike |
