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Biotech / Medical : Cell Genesys (CEGE) -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (1016)8/25/2000 10:46:08 PM
From: Londo  Respond to of 1298
 
Hi,

This analyst did not do his homework.

Although he acknowledged that the low P/E came from investment gains, generally speaking it should not be a criteria to buy a stock, since such gains are already absolutely priced in.

No other comments.



To: tuck who wrote (1016)8/26/2000 3:19:03 AM
From: Bosco  Read Replies (2) | Respond to of 1298
 
Hi all - Ms Joan Lappin of Gramercy Capital mentioned CEGE on NBR

nightlybusiness.org

[note: it is a current transcript as I write, but for future reference, it is the 8/25/2000 transcript.]

although it was misspelled as "Cell Genesis" in the transcript.

I was watching the show and was quite surprised when she mentioned the name, since her outfit is more into concentrated portfolio and her themes are tech [MOT,] biotech [CEGE,] financial [LEH,] and excellent mgt [C,] one would think she would stick to a big name biotech.

On a separate note, technically, CEGE seems to hang in there by closing above 28. Maybe this bit of exposure will help to put the floor down for a real launch :)

best, Bosco