Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 56.61

-0.6%

Nov 6 3:59 PM EST

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To: Torben Noerup Nielsen who wrote (679)	2/21/2000 2:28:00 PM
From: jeffbas	Read Replies (1) of 52153

Torben, I have seen you repeat that comment on GLIA shorts often. This is the biotech valuation thread. Why would you prefer GLIA over GZSP, which has a decent position in adhesion products with Seprafilm, a real surgical instruments business, a biotech research operation focused on angiogenesis, etc, and a ton of cash - indeed an integrated biosurgery company. For the comparable market caps it seems a much better value. What am I missing? (Please do not tell my because it is a tracking stock, which I consider a valuation positive not a negative.) Also on GLIA, while I would agree that the shorts could not cover quickly without driving the price significantly higher, what catalyst do you see to cause them to do so? Is the earnings report expected to include any positive surprises? (The Prudential target of $25 is not exactly awe-inspiring.)

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