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Biotech / Medical : Geron (GERN)

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To: louis mason who wrote (23)2/25/1997 1:10:00 PM
From: Boyce Burge   of 50
 
I dont know about the Amgen work, but check todays NY Times for articles on telomerase. The story has gotten much more complicated, with evidence that telomeres are really in a dynamic state getting shorter and longer on a regular cycle, rather than continually getting shorter.... and are involved in additional events as fundamental as nuclear division. There are more players too, in terms of additional genes controling the length of telos... for Geron, the story is less focused, and probably the competition is increased too, since their patents dont cover all the new phenomenon.

Still I think GERN is about correctly valued here at 12 or so.
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