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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (10004)	2/18/2000 2:48:00 AM
From: Paul Senior	Read Replies (1) of 78659

Jeffrey Bash: re: GZMO the value stock I've gone back to try to find what I missed on GZMO. I see how it could rise based on your insight as to the biotech fervor or fever. But in reading the latest news announcements,glancing at Yahoo posts now (the first GZMO post was around 8/99 - much later than when you posted on GZMO here), looking at Yahoo numbers, I still don't see it - how it was a value stock at $3 - or that it's even worth more than $3 now. I can't find your original post on GZMO here. In one of your posts in the GZMO thread you recently wrote, "It is my opinion that they will be able to produce aaATIII for much less than ENMD can its antiangiogenesis compounds." That sentence suggests to me that your decision to call GZMO a value stock might be based on some technical or professional knowledge that perhaps most other value investors would not have. If so, I could see why I would've passed on GZMO.

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