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

To: Biomaven who wrote (384)	9/22/1999 10:31:00 AM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Bought some GZTC today to go with my GZMO. My valuation comparison is with ENMD. My analysis is that the GZMO/GZTC partnership is actually ahead of ENMD, even though ENMD is due to enter the clinic shortly. The reason is that aaAT is a known to be manufacturable and stable (unlike angiostatin/endostatin) and already pretty much known to be safe given that it constitutes a healthy chunk of the antithrombin that GZTC has already been giving to people. (Unfortunately, people with tumors were excluded from the GZTC trials). The market cap of ENMD is about the same as the combined GZMO/GZTC, which both of course have other assets besides aaAT. Peter

To: Biomaven who wrote (384)	9/22/1999 8:09:00 PM
From: RWReeves	Read Replies (1) \| Respond to of 52153

/OT/-CHMD- Its a bird, its a plane... Heck its a lot of stuff in one company that doesn't really know what it wants to be. We got briefly onto the topic of CRO's and here's one of my other non-biotech (call it "biotech delivery") favs- Subject 11816 The home healthcare delivery and headlock on some chronic meds delivery got my interest. Jumped today after living in a narrow range last few months on wispy volume. Possible breakout- iqc.com Take a look. Follow the chart back a few years. Interesting. Kind of fun. You get a free blood glucose business -product and service- with every purchase. Gotta be munched here - too many pieces sticking out that big pharma will trip over sooner or later. RWR