Ohad Hammer

Cell Genesys’ GVAX: A Multi-Trick Pony

Hi Ethan,

Thanks for the kind words.
I don't think there will be any new meaningful data on the conference call . I think that the partnrship is already priced in but predicting short term performance is very hard with this type of companies.
The comapny is going to present data on its oncolytic virus program in bladder cancer next month at the AUA2008, so it looks like the nearest potential catalyst (positive or negative).

Cell Genesys’ GVAX: A Multi-Trick Pony

Thanks.
Overall the deal is positive given market conditions. Neverheless, I think they could have got this deal at least one year ago and save a terrible year for investors.

Cell Genesys’ GVAX: A Multi-Trick Pony

Kerry,

I am always happy to receive feedback regarding my articles, although I am somewhat disappointed by the fact your criticism deals strictly with semantics, instead of the ideas and claims expressed by the article.

I still don’t see the poor taste in equating CEGE to a multi-trick pony.

Ohad