GENZYME - THE KING OF THE BIOTECHS Message Board

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Biotech / Medical : GENZYME - THE KING OF THE BIOTECHS

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To: Lighthouse who wrote (270)	5/22/1998 7:26:00 AM
From: Harold Engstrom	Read Replies (2) of 410

Agreed! More effort in the surgical products area is probably not the best long-term investment for Genzyme - its a tough market with eventually lower margins for a given equipment family, and a short life-cycle for individual products (in general). The other uncertain aspect to the company is its Thermoelectron model of spinning off companies. With Thermo, the consequences are quickly apparent - most companies are product or service companies that can immediately make or break based on their own performance. With Genzyme, the 7+ year product cycle means that only after 5 years of funding GENZL or GZTC or whatever partially-owned subsidiary, can we tell whether the investment will pay off. The price does make it interesting. It still remains to be seen if Genzyme can market products effectively: Gaucher's disease has only one real treatment, so marketing is not really an issue, but surgical products and treatments and tests for other indications that they are working on have real competition. Bring on the rifle.

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