telomerase inhibitor from biologic viewpoint is just about the best universal anti-cancer clinical treatment under consideration. As a stock play, the average investor is just looking at the gaps. BMY has spent hundreds of millions in investments on IMCL and FLML that serve smaller potential markets with single focus product.
GERN got a date with mega dollar investment from big pharma slightly analogous to INTC investing $450 M in MU today. Cancer drug vs DRAM production, no question cancer drug worth whole lot more.
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