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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Cytokine1 who wrote (4141)2/19/1998 12:58:00 AM
From: Vector1  Read Replies (2) of 9719
 
Cyto,
No question GENZL has been a disappointment. I was holding to see if they could post another strong quarter of sequential sales growth. The valuation is not great and the product works. Things tend to change slowly in the area of medical procedures as surgeons tend to be fairly conservative. The mistake here was buying too early. I don't want to compound it by selling just before the honey comes in. At HQ Henri Temeer made a special point of saying that he was very positive about GENZL's prospects.
On the other hand I am unhappy with the money they are spending on the Diacrin JV. They are getting no value for it in their stock price and it is artificially increasing the breakeven.

What do the other threadsters think
V1
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