SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VD's Model Portfolio & Discussion Thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: lwd who wrote (4782)4/29/1998 11:48:00 AM
From: Vector1  Read Replies (2) of 9719
 
LWD,
While I have been disappointed with the CRO portion of GZTC my view of the potential of the transgenics business has not changed and I think the stock is a superb buy in the single digits.
GENZL's problem is its burn rate which is way to high. I understand the Diacrin JV has great potential but I don't think they can afford it. I thought the Carticel numbers were OK but not great. The need to keep up the 30% plus growth in revs over the next 3 quarters or they are in a world of hurt. At the current burn they will need more csh before the end of the year. IF the Carticel sales are not there it could be ugly.
V1
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News