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Biotech / Medical : The thread of life

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To: Mike McFarland who wrote (43)	11/2/2000 8:56:10 PM
From: Extra Pale	Read Replies (1) of 1336

Mike, somewhere today you mentioned a concern that papa genz would swallow little gzmo if things were looking good, or papa could sell a bunch of gzmo ala gztc; this has been a concern in the back of my mind. My conclusion is to stick with gzmo and not fear a "crazy papa" because, 1) gzmo is a division not a separate business entity like gztc. 2) papa has a lot to gain from gzmo's success including lighting a fire under other corporate tracking stocks. It seems likely that a high gzmo price is automatically included in papa genz's price without papa laying out the bucks to buy junior. Anyway, gzmo and aria remain in my gambling portfolio. BTW, I have been adding incy & sepr via calls. Figure that if they are truely undeserving of recent market wrath, then I might as well establish a trading position to augment a core position.

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