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 December 2001 (v01-n02)
Main Story - pgs. 1-24 Targeted Genetics (TGEN)
Macro Market Commentary - pg. 25
News Briefs - pgs. 26-27
NIBM Model Portfolio & Updates - pgs. 27-28

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This month's Main Story is on the gene therapy company Targeted Genetics. This company is a leader in the field with tgAAVCF, their cure for Cystic Fibrosis, leading their pipeline in a Phase II study. The company is also evaluating two lipid vector carriers of an engineered E1A gene for head and neck and ovarian cancer. They have a number of preclinical candidates, including a gene therapy drug targeting the same gene as the Immunex/Amgen rheumatoid arthritis drug Enbrel.

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The following is an outline of this issue of the NIBM Newsletter.

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Main Story
Summary
Table - Financials at a Glance
Investment Case
Disclosure
Gene Therapy Defined
Gene Therapy Basics
The Vector
Sidebar: "Four things that vectors must do"
Table: Vector Comparison Table
Vector Shopping List
Adenovirus
Retrovirus
Sidebar: "In vivo vs. in vitro"
Adeno-associated Virus
Herpes Simplex Virus
HIV
Naked DNA
Vector Analysis
Sidebar: "Jesse Gelsinger"
Targeted's Products
tgAAVCF
Table: TGEN Product Pipeline
Sidebar: "If tgAAVCF needs a new delivery method, we have some insight"
tgDCCE1A
tgLPDE1A
tgAAVFVIII
tgAAV-TNFR:Fc
tgAAC09
tgAAV-VLDLr
tgAAV-AGA
Glioma (Ad)
Engelhardt Technology
Partnerships
Table: Partners
American Home Products (AHP)
Biogen (BGEN)
Genzyme (GENZ)
IAVI/CRI
CellTech (CLL)
Elan/Emerald Gene Systems
Sangamo (SGMO) & Aventis (NYSE-ADR:AVE)
CellExSys
Production/Operations
Financial Situation

Regulatory & Business Environment Challenges

RAC
Dr. Mike Sand's Cancerous Rats
 

Competitors

Table: Competitors
 
Macro-level view of gene therapy -- Beyond curing mice
Back to Targeted Genetics
 
Milestones
 
Table: Milestones
What Can Go Wrong
Macro Market Commentary
News Briefs
Amgen pays $16B for Immunex
NASDAQ-100 moves towards biotechnology
Introgen soars on good news
NIBM Model Portfolio and Updates
Updates on each Model Portfolio member
 
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