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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Cytokine1 who wrote (562)5/15/1997 12:36:00 AM
From: Vector1   of 9719
 
<V1: While we are discussing the GENZ companies, perhaps you can briefly explain.....>
Advantages to GENZ
-benefits from upside of the 43% investment which is currently worth about 40 million. Prob not factored into the stock price.
-GENZ products may be the first to gain the benefit of transgenic production
-success of a spinoff validates the company as a technology leader, by the way GENZ plans aat least one other spin off this year.
V1
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