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 : T/FIF Portfolio
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: puborectalis who wrote (559)2/14/1999 12:45:00 AM
From: jeffbas  Read Replies (1) of 1073
 
Thanks for your advice Steve.

I was trying to get an informed point of view on to what extent the GENZ relationship insulates GZMO from many of the problems "the fledgling ones in early clinical trials" have -- lack of experience running trials and dealing with FDA, lack of money, lack of manufacturing, lack of marketing, lack of management generally, lack of access to other products if one fails, etc.

I argue that GENZ significantly reduces the risk to GZMO from all of these key issues, which is why I bought it. But I prefer an informed opinion to an uninformed one (me).
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