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Biotech / Medical : 2012 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (447)	1/3/2013 11:03:32 AM
From: scaram(o)uche	Respond to of 513

Yes, Jim. I trade in and out of it, but have kept at least a few shares for about a year now. For the calendar, CROI abstracts will be out 2/22. I have the same concerns and, currently, a very small position. Best! Rick

To: Biotech Jim who wrote (447)	1/3/2013 4:45:33 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 513

SGMO.... it's been like watching a glacier. Know the CEO from a position that he prefers to leave off of resume, V.P. Business Development at BioTherapeutics (Memphis). Thus have followed SGMO from it's very earliest days. Spent a ton of time in-house during the first days, being courted as a VC. Heh. You, of all people, know about my skills in that area. Anyway...... there was a GREAT webcast available at the website, a couple of months ago. Maybe from a R&D Day? Great update. But that's all I know, the company line. Quarterly webcast gives me confidence that there will be buzz re. CROI. Know only the company line. Low burn model, as you note re. plants. edit: looks like it must be the analyst briefing of 12/6. Certain that you've already listened. I'm going to need to listen again.... I thought the CROI commentary was somewhere else, but timing for the last quaterly doesn't make sense.