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


To: Mike McFarland who wrote (452)12/16/1999 1:37:00 PM
From: Biomaven  Read Replies (2) | Respond to of 52153
 
I've been looking around for some stocks that haven't participated yet in the current gene-frenzy.

One interesting possibility is GZMO. I think this is currently a little battered by tax-selling by investors that got the stock from GENZ. Most attention recently has been on their anti-angiogenic stuff, but we shouldn't forget that they are also a gene play:

First Complete Human Transcriptome Described
12/10/99 SAGE (serial analysis of gene expression) has allowed researchers at Johns Hopkins University (Baltimore) to analyze a whopping 3.5 million transcripts from 19 normal and disease tissue types. As described in December's Nature Genetics, 46% of the transcripts identified represent new genes not present in existing databases. This work used a combination of public and private transcript databases, created by Genzyme Molecular Oncology (Framingham, MA).


Full article at:

bioresearchonline.com{81657083-AE5C-11D3-9A76-00A0C9C83AFB}&Bucket=R%26D+News

I added a little more today. (I also own GZTC, which has a joint venture with them on aaATIII, and is itself a decent play on the also current mAb frenzy)

Peter