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Biotech / Medical : STEM -- StemCells, Inc. -- Ignore unavailable to you. Want to Upgrade?


To: tom pope who wrote (484)6/12/2000 11:12:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 805
 
Tom:

Rick, I am assuming that after an initial hesitation, the market has decided that the
GERN/CRA development is potentially unfavorable to STEM - or is there no
connection?


No connection whatsoever. However, since the market doesn't know much, you may be correct.

Equally as likely..... our dedicated seller is back? Genentech hadn't dumped all of their shares, at last disclosure??

When it comes to pushing committed progenitors in a given direction, STEM is right in there. Further, when it comes to stem cell (pluripotent) genomics, round one goes to Stem Cell Sciences PTY (see BTRN thread re. Oct-4), IMO.

These are all crap shoots. I admire Tom Okarma but the various stem cell payoffs are a long way off, and the winners are not defined. Owning STEM and BTRN is just plain fun, and the scientists behind the work are absolutely top rung.

I'll be surprised if there aren't multiple big winners. If I were going to pick a genomics partner, I'd take a serious look for expertise with differentiated progenitors, and I'd look at STEM.

I'm sort of glad that CRA partnered with GERN. It leaves the better companies free for STEM and SCS.

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