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Biotech / Medical : GZBX - Genzyme Biosurgery
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To: Spekulatius who wrote (4)2/11/2001 4:56:09 PM
From: valueminded   of 18
 
Gzbx:

The issue is revenue. I think the revenue is severly overstated and that the revenue contribution from the BXM acquistion (mostly synvisc) will taper off wayyy faster than the growth from new products. If that occurs, they will need to do some very dilutive offerings in order to maintain enough cash to stay in business. Will be interesting to see what they say in next quarter report. My guess is negative guidance.

All that said, I will increase my position in the 4's as it represents a good spec at that point.
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