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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (280)	7/13/1999 1:23:00 PM
From: LLCF	Read Replies (1) \| Respond to of 52153

< or is it time to ride some sector momo?> PARS anyone? I've been buying this "option" based on Dr. Tracy's reco,the knowledgable thread bulls, HU-211 data, and the fact that the "death spiral Preferred" is out of the way now... Message 10482693 [is it O.K. to link to T/TIF?? Or is it sacred resting ground? -G-] HU-211 partnering is supposedly imminent (fall?) although delayed... sounds like they're trying to get the best deal possible... just an idea I've been "shooting" on so far with no success. DAK

To: scaram(o)uche who wrote (280)	7/13/1999 9:23:00 PM
From: jeffbas	Respond to of 52153

Re: "Genomics is hot." GZMO has a miniscule market cap compared to the main ones. Could one argue, however, that per dollar of market cap you actually get a larger participation in genomics with its Sage technology: (From GENZ 10K) " SAGE(TM) technology is a high throughput, high efficiency method of simultaneously detecting and measuring the expression level of most, and possibly all, genes expressed in a cell at a given time. Differential gene expression is the comparison of how, when and in what amounts genes are expressed in a given tissue or cell line versus another (e.g., cancer tissue versus normal tissue). Genzyme Molecular Oncology believes that an understanding of differential gene expression will accelerate the development of more effective cancer and other therapeutics and diagnostics. Potential uses of the SAGE(TM) technology in evaluating therapeutic targets include comparison of diseased tissue with normal tissue, comparison of genes expressed at different stages of disease, elucidation of disease pathways and measurement of response to drug candidates. SAGE(TM) technology may also be used to develop diagnostics (by identifying tumor or other biological markers), discover novel genes, map the genetic profiles of model organisms or optimize and monitor production methods. Genzyme Molecular Oncology has entered into several commercial agreements for the provision of SAGE(TM) services and SAGE(TM) sublicenses, including agreements with Bayer Corporation, Ontogeny, Inc., Parke-Davis, a division of Warner-Lambert Company, and Reprogen, Inc. Genzyme Molecular Oncology has a research agreement with Johns Hopkins University School of Medicine ("JHU") and Dr. Kenneth Kinzler under which Genzyme Molecular Oncology provides funding for Dr. Kinzler's SAGE(TM)-related research at JHU through 2000 in exchange for an option to obtain an exclusive worldwide license to technology developed as a part of that research. Under this agreement, Genzyme Molecular Oncology will be obligated to make milestone payments upon the fulfillment of research objectives. Genzyme Molecular Oncology also has the rights to SAGE(TM) data generated in Dr. Kinzler's laboratory and an option to license diagnostic and therapeutic rights to discoveries using the SAGE(TM) technology that are further developed in Dr. Kinzler's laboratory."