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Biotech / Medical : Cell Genesys (CEGE)
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To: tuck who wrote (1006)8/18/2000 6:00:22 AM
From: Sten Frelles  Read Replies (1) of 1298
 
Obviously the street is having difficulties attaching any value to CEGE's IPR portfolio.
Understandably enough the whole AAV area is still rather murky, with no clear leader in sight.
Eventually (i.e. within the next 18-24 months), i think the focus will shift from genomics information providers (databases, gene identification, and so forth) to delivery targeted companies such as CEGE.
After all, what use is all the genomics knowledge if it can't be efficiently applied to acutally cure diseases?
The question is - will CEGE actually be amongst the companies with IPR that can turn knowledge into cures (and cash!)
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