Cell Genesys (CEGE) Message Board

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Biotech / Medical : Cell Genesys (CEGE)

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To: tnsaf who wrote (560)	2/5/1999 12:17:00 PM
From: Dan Spillane	Read Replies (1) of 1298

Not quite "faulty", if you follow this thread. The point has already been made that the broad patents held by CEGE are worth more than some others. Besides that, CEGE also has a very large number of patents...it's almost impossible to exactly value these individually, since true potential isn't yet known. The point is, CEGE is the "pig of patents", some of these pigs are fat...and Wall Street sooner or later loves pigs. And if the value of patents is estimated at this point, I'm not sure certain key factors will be factored in to such a valuation. To wit, the gene therapies tried thus far show no side effects...infinitely preferable to drug or surgical means. What kind of value is put on a cure which has no side effects? And, what kind of value would an acquiring drug company put on such? Gee, no more twice-daily pills... You said: I don't disagree with your conclusion, but your logic is faulty. You're assuming all patents have roughly equal value.

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