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Biotech / Medical : Cell Genesys (CEGE)
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To: Bosco who wrote (1005)8/17/2000 10:17:53 AM
From: tuck  Read Replies (1) of 1298
 
Bosco,

Don't get too excited. Patent law in this area is still murky and other companies are doing things. A direct competitor that comes to mind (even before the coffee receptor has been activated, which trials show lead improved intellectual performance) would be GNT. I don't remember if their therapy is gene related, but they use AAVs for hemophilia, too, and are about as far or even a little further along than CEGE. GNT claims to be happy with THEIR IP position (they use two vectors at once; might be the difference). Who knows how it will all turn out.

Cheers, Tuck
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