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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (550)5/15/1997 2:03:00 AM
From: Andrew H   of 9719
 
Genzyme Master, thank you for your excellent and comprehensive answers to my questions. That pretty much does it. I can see you've put a good bit of time and thought into GZTC. The rest I can get from the literature. If the results of the P2 are still due around the end of June as Steve says, then it seems like the time to buy would be before then. I doubt they will have any trouble showing safety.

You say "if transgenics works..." It would seem to me that the company must have determined that already, although it will of course have to be demonstrated through clinical trials to the FDA. Again, I imagine you would know something about this. What odds would you guess that it works? I can see that the potential is incredible. I can also see why you would want lots of herds of cows producing hundreds of thousands of gallons of milk a year. (:>) These guys are really high tech dairy farmers!

Thanks again for all your help on this, V1, it is sincerely appreciated.
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