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Biotech / Medical : GZMO
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To: scaram(o)uche who wrote (82)9/15/1999 7:26:00 PM
From: jeffbas  Read Replies (2) of 438
 
Rick, I noted the reco on ABSC because of its gene screening/research capabilities. On GZMO, have you ever read the 10K description of SAGE or know about it, to know whether it really has any material value for them? The agricultural and earlier drug company deals suggest that it has, but since I am not a scientist in the field I really have no way of knowing.

My point on GZMO is that if SAGE has any merit the valuations on the recognized plays are so huge that you could almost argue that GZMO goes for the value of SAGE, with cancer vaccine therapy and Folkman thrown in for free.

I have another question. ENMD now sells at 3.5 times the market cap of GZMO. Forgetting cancer vaccine and SAGE, let's say that the Folkman results on the compound GZMO licensed make that appear better than ENMD's AS/ES. Based on your long experience in this industry, what do you think would happen to the relative valuation of ENMD and GZMO, and over what time frame?

Thanks for your help.
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