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Biotech / Medical : Geron Corp.

GERN 1.370

-2.8%

Jan 23 9:30 AM EST

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To: Andrew H who wrote (31)	8/13/1997 9:40:00 AM
From: squetch	of 3578

Hey, easy Ponce de Leon.(:>) Down ~67% from high, this does look interesting. One question I have is if they had this good meeting at the end of July, why did the stock break 6 1/2-7 range to 5.5 on second heaviest volume in last 180 days w/in weeks of that meeting? Perhaps it means nothing. I think I read in the last Q that they had no lead compounds for telomerase inhibition. So I hope you are not in need of the fountain of youth anytime soon. patent.womplex.ibm.com Patent 5583016 seems broad. It seems they patented the sequence to human telomerase and the rest they hope to do flows from that. I would be interested in your take on this. Will this stick? This would seem to force some antisense company targeting a TI to go thru GERN.?? (Incidentally I find there approach somewhat similiar to OXGN which is targeting a cellular DNA repair enzyme.) In a related matter to this patent, I wonder about the issue of cellular uptake of an inhibitor? Chicken Little, just hoping to stay young.

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