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Biotech / Medical : AVIGEN(avgn) -- Ignore unavailable to you. Want to Upgrade?

To: Tom M who wrote (138)	9/3/1999 1:27:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 228

Other Adeno/AAV Gene Therapy stocks... Nah, I'm going to tough it out with Ariad, hope somebody gobbles them up-- it's twice book, but I don't know: Book value is a little ill-defined when you're limping from one round of crappy financing to another. If I'd done okay with ARIA I'd have spread the gains out into a little Onyx, maybe some tgen--I snagged some trading gains in each of those, maybe time to give it back and invest, heheh. Of course this one and CEGE just keep running away from me, I'd probably want to hold off and wait for dips. Keep your eyes open for an IPO in Genovo someday, maybe it will just stay private, but you never know... not much of a website yet, but two links to hit and read if you haven't yet. genovo.com I'd figured Ariad was the perfect way to go deep-value science, "research premiums" supposedly being so low in a hypey momentum oriented market. Nice idea, kinda blew up in my face tho. Good luck, yours seems to have the momentum, no sense selling a winner.

To: Tom M who wrote (138)	9/3/1999 2:16:00 PM
From: scaram(o)uche	Respond to of 228

Practical approach to scale-up of a vector that at looks practical (sustained expression and relative lack of immunogenicity) for some applications? I don't think anyone is bold enough to try to pick a winner among the vector war companies, but..... it's tempting to try to pick companies that you think may be among the winners. Lots of people look around and only feel comfortable with this bet. Great investment, Tom. I don't own any, and have watched with envy. Is there more to come?