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Biotech / Medical : Geron Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Haolin Ni who wrote (856)	1/23/1998 12:04:00 AM
From: BulbaMan	Read Replies (1) \| Respond to of 3579

Geron did not make the details of its diagnostics deal with Boehringer Mannheim public, so I don't see how you can say they got nothing? In fact, Geron's CEO, Ron Eastman, declared at the H&Q conference, that the Boehringer Mannheim deal was done on very favorable terms for Geron. My guess is that Geron will announce at least one telomerase deal (relevant to its latest discovery) within the next few months and this should be very good for the stock. And the potential of telomerase's cell rejuvenation properties is such that a number of lucrative deals for Geron are possible -- for example, in bone marrow transplantation and culturing skin cells for burn victims. I continue to believe Geron's telomere/telomerase technology has enormous potential and long-term holders should be well rewarded.

To: Haolin Ni who wrote (856)	1/23/1998 8:58:00 AM
From: santhosh mohan	Read Replies (1) \| Respond to of 3579

Haolin, thanks for your response. I am still trying to figure out why this is a short candidate. One of the earlier posts mentioned that this is a scam company. Do you have any insights into this? I would like to address the other points made by you and see if it makes sense. <<The reason is simple: GERN has no profitable products in hand, not to mention any thing in clinical trial. It is not easy to transfer sientific discovery to a profitable drug as well as a diagnostic kit. That is reason it get nothing from Boehringer Mannheim for the moment when they announced to Develop and Commercialize New Class of Cancer Diagnostics last Dec. >> Current profitability is not the key to stock valuation. If the business premise is totally flawed or there is fraud by insiders then it makes a good short candidate. Alternatively if there is substantial competition which makes the stock overvalued then it makes a good short. With Geron are any of the above valid? <<Please read its chart of last three years, it tell you how the stock price moving. Hope what I said help you a bit.>> I could get information going back to 7/31/1996 only. I see two big spikes and the stock settling down at a lower level. I cannot read much else from the charts. The float is only 5.5 million and if growth funds start shifting out of tech stocks due to the SE Asian problem, it may start going into the biotechs. Need to be quick on the trigger if you are short this one. Am now wondering if I should be long in this stock.