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Biotech / Medical : Munch-a-Biotech Today

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To: Mike McFarland who wrote (202)	2/23/1999 7:47:00 PM
From: jeffbas	Read Replies (2) of 3158

You are correct and I apologize for posting that here. GZMO is a very unlikely "munchee" at this time. I realized that after posting and put it on the GZMO thread. I am still trying to find the right combination of thread and competence to post to for intelligent discussions in biotech. In fact, I think that GENZ is a potential "muncher", with GZMO getting to munch anything directly in their area -- just like TMO did with many of their acquisitions. Richard, even swampland in the right part of Orlando had its value <ggg>. I just happen to believe that the GENZ relationship is worth the current GZMO market cap. I think that the TMO model is relatively more valuable to GZMO in this industry than it was to say THI in the instrument business (and I watched it work for TMO over a 20 year period). The model is not exactly the same but it is similar.

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