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Biotech / Medical : Geron (GERN)

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To: BulbaMan who wrote (26)2/26/1997 11:21:00 AM
From: louis mason   of 50
 
Dear Marty,

How broadly do you think that Geron's patent will be enforced with respect to the specifics of the telomerase inhibition issue. For example, I guess that Geron was counting on targeting the RNA componant of the holoenzyme- but I recently talked with a scientist on the East Coast who said that a mouse line was produced to address this issue, and they are now in their third generation (RNA knock-outs) without obvious telomere shortening.

So, can Amgen now target the specific telomerase homolog protein that they have cloned (RNA binding componant) - since they were the first ones to clone it? Or, do you think that Geron would insist that they are the only ones who can look for agents targeting this component?

I'm also wondering if Geron could ever be a take over target for Amgen? I wonder if a direct collaboration might be out of the question because I talked to someone who said that potential Amgen projects with Geron were pretty much side-lined due to the Upjohn contract! I'm just wondering if the competition is starting to heat up in this previously Geron dominated field.

sincerely .. louis mason
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