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Biotech / Medical : Geron (GERN)

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To: John Grandy who wrote (19)1/27/1997 12:32:00 PM
From: louis mason   of 50
 
It looks like reality has set in for this stock. That was quite a ride that this company just took & i hope that everybody made a lot of money- but maybe it's possible to discuss the facts again.

Does anybody have the slightest idea on if this company will sign new partners?

The PharmUpjohn was a good start- but i'm wondering what needs to be accomplished for them to meet their first payment? do they actually have to advance a drug to the clinic for trials? geron seems to have good research people but i'm wondering about their ability to conduct the clinical aspect of this project.

secondly, i did some patent research and i'm finding at least two other telomerase/telomere related patents issued to entities other than geron- yet they seem to think that they are the only players in this field. How do the analysts evaluate what the value of the existing geron patents are?

cheers.. louis mason
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