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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (5620)	9/15/1998 1:31:00 PM
From: scaram(o)uche	Respond to of 9719

Mike..... PB hit on the companies that I know about. The Novartis company could be Genetic Therapy, Gaithersburg, MD? PB.... you probably know this, but Somatix is the old Hana Biologics, aka "House of Fools". Tangled web.

To: Pseudo Biologist who wrote (5620)	9/28/1998 2:43:00 PM
From: Mike McFarland	Respond to of 9719

Pseudo, regarding Cell Genesys... I guess today's news doesn't have anything to do with AAV, but any comment--off 14%, selling on news? I don't see anything in there that would make me sell--how about everybody else on this board. ...enrollment has been completed for a 40-patient, multi-center Phase II trial of AIDS gene therapy. In this second trial, the treated patients have undetectable levels of HIV in their blood on anti- retroviral drug therapy and are being evaluated for a reduction in HIV-infected cells. (snip) Cell Genesys' AIDS gene therapy involves collecting CD4 (helper) and CD8 (killer) T cells from an HIV-infected patient by apheresis, genetically modifying them to recognize and destroy HIV-infected cells, expanding them in number and then infusing them back into the same patient as AIDS gene therapy. Infusion of HIV-specific, genetically modified CD4 T cells is believed to be important since naturally occurring HIV-specific CD4 T cells are lost early in HIV infection, and these cells are a key component in the immune system's fight against the virus. Approximately 60 patients, with detectable levels of HIV in their blood, have been treated to date using Cell Genesys' AIDS gene therapy. sounds a lot like Targeted Genetics' CTL "REM". the press release biz.yahoo.com I guess small biotechs these days are going to trade pretty close to book value huh? Geeze, for $3 1/8, I took 1000 CEGE. (I always like to buy something, then read up and ask my questions after the stock keeps going down, keeps me motivated to figure it out ha ha). Also, did anybody notice the Hoechst adverts, back page of the Journal, opening bell on teevee--noticed it because of my interest in cege and aria (Hoechst-Ariad genomic center). --MM