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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?


To: Biomaven who wrote (474)3/4/1999 6:14:00 PM
From: Mike McFarlandRespond to of 4974
 
I wonder if gern will pop, even though as far as I
can see, they have nothing to do with the paper. Sure,
a person hears "telomere" and Geron leaps to mind, but
I wonder...

Calvin B. Harley, Ph.D., Geron's chief scientific officer and a pioneer in telomere and telomerase biology, praised the quality of the research and added, ''This is a landmark study in telomere and telomerase biology. It underscores the potential of this field to lead to new medicines for treating various chronic, debilitating age-related diseases including cancer.''

so...has this fellow even read the paper yet???--I saw the
release on Eureka before I saw the PR from Geron. If the
paper is in the March 5th Cell...how is it that Harley has
read it?

Actually, now that I am looking a little more carefully,
looks like both items were posted about the same time...

From Eureka...
EMBARGOED FOR RELEASE: 4 MARCH 1999 AT 17:00:00 ET US
From Yahoo...
Thursday March 4, 5:01 pm Eastern Time

In any event, you can bet somebody will make a profit
off this news...and it will likely be folks who already
had shares before the PR and not the likes of us who
scour the web each day...

Now a few of you are probably thinking "shhhh, keep
it quiet and let's get some shares early tommorrow..."
but the truth is that Geron already blew it for us.
They're the P&Ders on this one.



To: Biomaven who wrote (474)3/4/1999 9:27:00 PM
From: scaram(o)ucheRead Replies (3) | Respond to of 4974
 
OK, lessee......

the news for the sector was obviously heavy on the negative side today...... SNAP and MAGN. I've never followed MAGN, and I don't know anyone that, to my knowledge, does. Hope nobody got hurt. SNAP, given the recent noise regarding acceleration of the plans for phase III, was an ugly blindside.... very un-SNAP like.

On the positive side, we had the ABGX secondary at $45M for three million shares (btw..... ABGX adds 45M, and CEGE only adds 3.6M in market cap). That, plus the reagents ipo (Invitrogen) last week, indicates that the funding window has creaked open a tad. Another positive..... congrats to PDLI regarding Zenapax/European Union!

Mike.... no matter how hype-prone the company, the science is respected..... Harley undoubtedly is a reviewer on most of the decent telomerase-related manuscripts that are submitted for editorial (peer) review.

So.... we're looking for stuff to nominate for "major [positive] impact on the nature of the industry, going forward". We have nominations for GERN and AGPH. I won't be voting this evening.