Wonder if that article had anything to do with
MBIO perking up lately--actually, come to think
of it, it was probably that Bridge Technology
Group announcement that moved 'Valentis'. In any
event, thanks for posting the url. We know Banc-
Boston Robertson Stephens has been pounding the
table on CEGE this past week, and I saw that
article as well--did not know they were a MM in
Vical, some good press there as well.
"Vical has a novel approach," says Nick
Woolf, biotech analyst for BancBoston
Robertson Stephens. "Using charged fats to
part into cells - it's an elegant concept."
I don't know about "elegant"--seems bizzare, but
then I suppose hybrid AAV is pretty bizzare too.
Right now ARIA, MBIO, and ONXX are one third
of my portfolio. (I should probably have held
on to cege as well, but I did the dingbat trading
thing with that, watching the "chart", silliness.)
I see a little morning twilight, there is hope. |
