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Biotech / Medical : Biotech Valuation
CRSP 56.87-2.3%Dec 5 3:59 PM EST

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To: RWReeves who wrote (1035)5/2/2000 1:28:00 PM
From: Biomaven  Read Replies (4) of 52153
 
GZTC today announced a deal with MEDX to produce a protein. Might help cement the

Genomics->lots of targets->lots of Mabs->lots of goats

chain.

Some smart operators figured out the first part of this chain early last year and made themselves a packet in ABGX/MEDX/PDLI. If GZTC can just deliver with a single approved drug, then the last link of the chain should prove profitable for GZTC investors as well.

Anyone heard a "plantibody" update lately? This seems like one way this chain might eventually break, but looks like it's still a good few years off.

Peter
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