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

To: scaram(o)uche who wrote (144)	9/4/1999 7:43:00 PM
From: Mike McFarland	Respond to of 228

enthusiasm concerning the AVGN patents Agreed--and I hope it doubles again, it's good for the sector. ...now if folks lurking here want to take a little of their gains to support the price of my pony, I would not complain <g> And I'd probably have some AVGN if I'd seen a recent article-- but I do not remember seeing anything in PNAS, or in Science, or in Nature this year--those happen to be the three I keep an eye on (although I only subscribe to Nature, as you know Rick). I know I should keep a better eye on everything via Pubmed, but I don't want to spend more than an hour a day or so at this--and it's pretty tough reading for sure. If somebody can point to impressive Avigen results, please speak up. Heck, Ariad had the most recent and dazzling results published this year, so I went with it. The more I have learned the more I liked...terribly interesting stuff, even if you only have a modest understanding. And of course I like playing the regulation angle, and distancing myself from the vectors still-- folks should check out the Bancboston report on Ariad and come over to the gene therapy thread. The more critical eyes, the better. "Biotech is tricky" --don't I know it.

To: scaram(o)uche who wrote (144)	9/6/1999 3:22:00 AM
From: JMarcus	Read Replies (1) \| Respond to of 228

Rick, at an Informed Investors seminar last Spring, I met a fellow claiming to be AVGN's accountant. He was extremely bullish about AVGN's patent estate. He claimed that the AAV-vector patents had been thoroughly reviewed by the company's lenders and were considered rock solid. His personal prediction was that after the efficacy of the vector is vindicated in the now pending Phase I trials, a big pharma company would buy out the Avigen at a price in the neighborhood of $50/share. Standing by itself, this chatter doesn't deserve much credibility. But considering it in the context of your own research into the company's patent position, a pattern starts to emerge. Marc