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Biotech / Medical : GENZYME - THE KING OF THE BIOTECHS
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To: H. Bradley Toland, Jr. who wrote (267)3/18/1998 9:19:00 PM
From: Harold Engstrom  Read Replies (1) of 410
 
Genzyme is an interesting company. I don't think anyone except the select few in upper management has access to the information on which they make their decisions. From what I know, Genzyme has not maximized their potential, but that doesn't mean that they won't in the future.

I am personally concerned that the organization is not as efficient as it should be. But, the future of Genzyme is in its products and inefficiencies in operating groups will not make or break the company.

The one question in my mind is whether its shotgun approach will ultimately be as effective as a company like Biogen's rifle approach. Genzyme has biotech products using various processes for a wide range of indications. It has medical devices, cultured cell sheets, gene therapy, animal farms, etc... all of which hold promise. Can the company effectively focus on getting everything to market without crippling inefficiency? So far, there is a special charge every quarter. But, if these products make it through and are successful then who is to argue with this strategy?

The next 3 years will tell whether Genzyme's decisions have been sound. I plan to hold unless the stock price gets too highly valued (over 40 would be currently overvalued).
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