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Biotech / Medical : GZMO

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To: Mike McFarland who wrote (87)9/16/1999 10:04:00 AM
From: jeffbas  Read Replies (1) of 438
 
Mike my point in using "non-scientist" is that despite the very complete description of SAGE given on the web site, which sounds like
a super tool (with customers), unless you have actually worked in the industry as a scientist using these tools you have no idea whether the market cap given to AFFX versus GZMO is because SAGE is no good by comparison; just as good but not as commercialized YET; a great, narrow application research tool that gives GZMO a real research edge; or primarily due to differing Wall Street recognition of essentially similar technologies.

I have been trying to elicit an opinion from the people who might know without any success. The answer could make a lot of difference in whether GZMO is moving toward fair valuation (adding in cancer vaccine therapy and Folkman) or has long since left it.
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