Hornblower/Fischer empfiehlt CELL GENESYS!!! WKN 888140 - 500 Beiträge pro Seite

[Juergen23]

Was haltet ihr von dem Wert? Bin noch nicht investiert und würde gerne Infos sammeln. Bis auf die vielversprechenden aus der Kaufempfehlung von Hornblower-Fischer habe ich noch keine weiteren Infos. Also Kaufen, Halten oder Verkaufen???

[Juergen23]

Quelle übrigens,

hier auf der ersten Seite in Wallstreet-online (Bitte dann nach unten scrollen). Außerdem wohl unter Börse.de!

[Mr. Salami]

Ich bin zu $17 in CEGE rein und halte den Wert auch auf dem Niveau für massiv unterbewertet. Die Hornblower-Empfehlung sagt eigentlich alles aus, obwohl für mich nichts neues dabei war.

Ich denke innerhalb der Biotech wird der Bereich Gentechnologie nach den Genomicunternehmen das nachste Zugpferd werden, da die Ergebnisse aus dem Human Genome Project letztendlich in Medikamente und Therapien verwertet werden müssen.
CEGE ist hier aufgrund des Patentportfolios hervorragend positioniert, die Marketcap. ist unter Berücksichtigung der ABGX-Beteiligung und der riesigen Cash-Reserve ca. $200 Mio!!

Mein Kursziel ist auf Sicht Ende 2000 $150-200.

MfG
Mr. Salami

[easycash]

Halte Cell Genesys für derzeit knapp unter 30 US$ für schreiend kaufens- bzw. nachkaufenswert. Wer noch Kohle überhat: INVEST

Ciao,

Easycash

[local hero 3]

Hallo

hier ein interessanter Link mit storyCell Genesys: Free Assets
Brett Pope
Mar 15 2000
Biotech stocks, including Cell Genesys [CEGE], have taken a brutal beating the past week. It is time for investors to step up and buy Cell Genesys. So, crawl out of your bunkers and put some money on the table. The valuation of this company is too attractive to ignore. One thing I am certain about: the value of Cell Genesys’ GVAX cancer vaccines, patent portfolio, and gene activation technology licensing program is worth more than zero. But, the market currently values it at -$8.8m.

The table below shows the value of five other similar biotech companies involved in gene therapy research. I derived the "technology value" by deducting the amount of cash and securities from market capitalization. The technology value merely reflects the value assigned to the company’s research and development assets. The average company’s technology value is $691.5m, even after the recent beating these stocks have experienced. Assuming Cell Genesys’ research assets are average, which I believe is conservative, its stock should currently trade at about $50 per share. In addition, Cell Genesys is in a stronger financial position than the other companies.



Company Ticker Price Shares
(m) Market
Cap ($m) Cash &
Securities
($m) Tech
Value
($m)
Ariad ARIA 20.25 25.00 506.25 57.50 448.75
Avigen AVGN 56.00 15.30 856.80 48.90 807.90
Targeted Genetics TGEN 13.19 38.50 507.72 8.50 499.22
Transkaryotic Therapies TKTX 63.06 23.20 1,463.05 192.50 1,270.55
Vical VICL 30.00 19.20 576.00 144.90 431.10
Average 781.96 90.46 691.50

Cell Genesys CEGE 29.00 32.4 939.6 948.4 -8.8

Now let’s examine this technology that is supposedly worth nothing. The company has a prostate cancer vaccine in phase II trials and a lung cancer vaccine in phase I/II, both showing promising results. In addition, the GVAX cancer vaccines have shown evidence of antitumor activity for melanoma and kidney cancer. The company is also conducting preclinical studies for hemophilia, cardiovascular disorders, and Parkinson’s disease.

Cell Genesys owns more than 220 patents related to gene therapy. Recent studies have shown the effectiveness of gene therapy for the treatment of hemophilia B. These studies utilized the adeno-associated viral (AAV) vector to deliver the therapeutic gene into the patient’s DNA. The AAV vector is considered to be the safest means of delivering genes into the patient’s cells. This is significant because Cell Genesys owns a broad patent covering all gene therapy products that are utilized to deliver genes. Any company that generates revenue utilizing the AAV vector will have to pay royalties to Cell Genesys.

Last but not least, is the company’s licensing program for its gene activation technology. The company recently received a $2m payment from Aventis Pharmaceuticals [AVE] related to the licensing agreement for a gene-activated erythropoietin (EPO) and a second undisclosed protein. Aventis and Transkaryotic Therapies [TKTX] currently are conducting phase III trials for an anemia treatment utilizing gene-activated EPO.

This company has valuable intellectual property that the market is offering investors for free. In addition, it has ample cash to advance its current research as well as initiate new research. So, strap on your seat belt--the ride may be bumpy at times, but it will be worth the effort.

[gholzbauer]

Zeit, einen zu wenig beachteten Wert wieder ins Gedächtnis zu rufen.

Cell Genesys Reports Successful Preclinical Studies of Parkinson`s Disease Gene Therapy
FOSTER CITY, Calif., June 22 /PRNewswire/ -- Cell Genesys (Nasdaq: CEGE) today announced that a single gene therapy treatment in a rat model of Parkinson`s disease resulted in behavioral recovery and nerve cell regeneration as well as significant reinnervation of the striatum, an area of the brain that typically deteriorates in Parkinson`s disease. Cell Genesys` proprietary adeno-associated viral (AAV) gene delivery system was used to deliver the gene for glial cell line-derived neurotrophic factor (GDNF), a protein which stimulates nerve growth. Following gene delivery to the targeted nerve cells with an AAV vector, biologically active levels of the GDNF protein were detected for six months, which was the duration of the study. These studies were conducted by Ronald J. Mandel, Ph.D. of the University of Florida College of Medicine in collaboration with Cell Genesys and were published in a June issue of the Journal of Neuroscience.
"These data provide additional proof of principle for our preclinical Parkinson`s disease gene therapy program and further demonstrate the therapeutic potential of our proprietary AAV gene delivery system," stated Joseph J. Vallner, Ph.D., executive vice president and chief operating officer of Cell Genesys. "Based on these successful preclinical studies, we are actively evaluating collaborations for the further development of Parkinson`s disease gene therapy."
Cell Genesys previously announced data from preclinical Parkinson`s diseases studies which demonstrated that following a single gene therapy treatment, a strain of mice with certain symptoms of Parkinson`s disease could survive without daily L-dopa treatments for at least one year, which was the duration of the study. Without L-dopa treatment, these mice die of starvation by three weeks of age. An AAV vector system was used to deliver the genes required for the production of L-dopa to specific regions of the brain where L-dopa production was detected throughout the observation period. L-dopa is a commonly prescribed drug for Parkinson`s disease, which is converted to dopamine, the neurotransmitter chemical missing in patients with Parkinson`s disease.
In addition to encouraging results in Parkinson`s disease gene therapy, Cell Genesys has had significant success using its AAV gene delivery system in preclinical studies for other diseases. In the Cell Genesys hemophilia program, an 85 percent reduction in bleeding episodes in dog models of hemophilia B was achieved with a single administration of AAV-factor IX gene therapy. Moreover, more than two years after the single injection, the dogs continued to produce the factor IX protein which was deficient in these animals prior to treatment. Therefore, a single administration of AAV-mediated gene therapy could potentially eliminate the need for repetitive treatment regimens. Additionally, the AAV vector has been shown to effectively deliver genes to cells of the liver, skin and muscle as well as the central nervous system, providing the basis for many other potential therapeutic applications.
Gene delivery systems, or vectors, are the vehicles by which therapeutic genes are introduced into target cells or tissues to induce a therapeutic effect and are a critical component of any successful gene therapy. Cell Genesys has four vector systems from which to choose including AAV, lentiviral, adenoviral and retroviral vectors. The choice of vector depends upon such considerations as the disease indication, production efficiencies and the size of the gene. For example, in Cell Genesys` hemophilia A gene therapy program, the company has the option to utilize either its proprietary AAV vector system if a shorter form of the defective factor VIII gene can be successfully applied or its proprietary lentiviral vector system if the full length factor VIII gene is required.
Cell Genesys currently has one of the largest patent portfolios in the gene therapy field including more than 230 issued or granted patents and over 320 pending patent applications. The portfolio includes issued or granted patents for multiple gene delivery systems, specific therapeutic genes and gene therapy applications and multiple genetically modified cell types used in gene therapy independent of the gene delivery system or therapeutic gene. The portfolio currently contains over 80 filings alone pertaining to the company`s AAV gene delivery system, which has potential applicability to the treatment of hemophilia and other genetic deficiency diseases as well as Parkinson`s disease.
Cell Genesys is focused on the development and commercialization of cancer vaccines and gene therapies to treat major, life-threatening diseases. The company is conducting two multicenter Phase II human clinical trials for its GVAX(R) cancer vaccine in prostate cancer, a multicenter Phase I/II trial of GVAX(R) vaccine in lung cancer and expects to initiate additional GVAX(R) vaccine trials in pancreatic cancer, myeloma and leukemia during the coming year. Preclinical stage programs include gene therapy for hemophilia, cancer, cardiovascular disorders and Parkinson`s disease. Cell Genesys` assets outside gene therapy include its approximately 12 percent ownership of Abgenix, Inc. and the company`s licensing program in gene activation technology. For additional information, please visit the company`s web site at www.cellgenesys.com.
Statements made herein, other than statements of historical fact, including statements about the company`s progress and results of Parkinson`s disease and other preclinical studies, clinical trials, marketability of potential products and nature of product pipelines, corporate partnerships, licenses and intellectual property including that pertaining to AAV, lentiviral and other gene delivery technologies and the company`s patent portfolio are forward-looking statements and are subject to a number of uncertainties that could cause actual results to differ materially from the statements made, including risks associated with the success of research and development programs, results achieved in future preclinical studies and clinical trials, the regulatory approval process, competitive technologies and products, the scope and validity of patents, corporate partnerships and additional financings. For information about these and other risks which may affect Cell Genesys, please see the company`s Annual Report on Form 10-K dated March 30, 2000 as well as Cell Genesys` reports on Form 10-Q and 8-K and other reports filed from time to time with the Securities and Exchange Commission.
Jennifer Cook Williams, Manager, Corporate Communications of Cell Genesys, Inc., 650-425-4542.

[RuhRR]

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