SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 56.98+1.1%Nov 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jeffbas who wrote (687)2/21/2000 5:10:00 PM
From: Biomaven  Read Replies (2) of 52153
 
Jeffrey,

I am sure that GLIA did lose some sales permanently - it's not as if anyone is going to re-open all the patients that were operated on without the benefits of Adcon and apply the Adcon now. However, in the long term a few lost sales isn't relevant to their valuation.

I own both GZSP and GLIA. I think the GLIA anti-adhesion technology is better. GZSP is of course the safer investment given their cash cushion and their surgical sales. However GLIA will have sustained profitability before GZSP, and the GLIA drug side is likely worth more than the angiogenesis projects at GZSP.

Finally, GLIA is clearly a munch candidate at this point, while GZSP is not.

Peter
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News