GZMO Message Board - Msg: 8661515

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Biotech / Medical : GZMO

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To: KYA27 who wrote (46)	4/1/1999 4:34:00 PM
From: jeffbas	Read Replies (2) of 438

I agree. I think there is only short term and long term risk in GZMO, but almost zero intermediate risk. Let me explain. Short term the stock could drop from lack of news or general market influences. Long term the stock could drop because long term the compounds might not turn into marketed drugs. Intermediate term there will be the research article on the compound licensed from Folkman. In my opinion, the VERY WORST the stock should do on that article is to rally from some lower price point to where there is supply in the low to mid $4's -- in other words a minimum gain of over 10%. Of course, I am looking for this to be a solid long term investment. I have posted before on the numerous leverage benefits from being a division of Genzyme and I certainly could see this stock at $20 with continued research progress. The key is whether any degree of success is likely. I believe the combination of the Genzyme affiliation plus a broad product attack strategy, where the Folkman product is just one, make it solid bet. Of course, if they actually were to get a drug to market with a substantial degree of ownership, this could be worth a lot more than $20. However, that is just hype at this time.

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