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.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: David Langemak who wrote (70458)11/12/1999 3:27:00 PM
From: Knighty Tin  Respond to of 132070
 
Dave, I've kept the shares intact. Genz is about where I have bought it in the past, so I think it's a good deal. I may write some far out of the money calls against it later on.

I think that Genz will wait until about the middle of next year and, if there is a good IPO market, sell a portion of most of the CEGE projects and research as a subsidiary. But, I could be wrong. It just seems so logical to me to get the suckers to pay up for it while they are throwing money into the fire.

The baby bios have been doing great. I've still got some turkeys, but, even Ligand, which has been sucking wind, is starting to come back a bit. GZTR and GZTC are still disappointments, but CEGE and MEDX have certainly made up for their shortcomings.