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

To: Larry Liebman who wrote (198)	12/12/1999 1:28:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 438

What's not to like--I'd like to think that if I have to deal with an oncologist years from now, she will be able to put together an antigen cocktail just for me... that seems to be the direction Gizzmo is heading with their vaccines...but I will check my notes again too--it is a bit of a jumbled mess in my head tonight, too eager to post perhaps. But getting back to the keynote speaker-- Lee Hartwell of the Hutch: You are best off preventing cancer, let's all say that ten times. I replayed that in my head with each new presentation and I'm certainly not going to raid the family nest egg to go chasing cancer cure stocks--oh I've got some mad money in there, you know the symbols, and you can be sure I've bookmarked this thread once again, but I probably wont be making any trades off this II forum on Monday. Just saw JB's message--I don't have an answer yet except for this snip from the annual report. Genzyme continues to hold title to all of the assets and is responsible for all of the liabilities allocated to each of its divisions. Holders of each series of Genzyme common stock have no specific claim against the assets attributed for financial statement presentation purposes to the division whose performance is associated with the series of stock they hold. --I'd have run that quote by Gail Maderis if I could have found it, buried under all my notes stolen from Rick's contributions to this thread, but couldn't find it at the time. Gail was very clear that she feels what is GZMO's does belong to GZMO shareholders, well who is that, time to check the law on these tracking stocks, it is not clear to me how GENZ is going to divest itself of their shares...and the quote above...well I'm stumped. Now, could the stock spike up because of the presentation, yeah, a good chance. It really was one of the best and the President of GMO really should inspire confidence for shareholders...a great speaker, probably an extremely smart person, just terrific.

To: Larry Liebman who wrote (198)	12/17/1999 2:21:00 PM
From: Mike McFarland	Respond to of 438

Cancer vaccines--you fellas might find some authoritative-sounding posts if you surf around on Yahoo: I just read the December posts from csbiomajor and redplate today, various threads, found my way back to BIOM pretty quick... I'd lost track of Biomira, which is too bad because it is widely followed and awfully tradable. fwiw, csbio summarized the II forum on the Yahoo Gizzmo thread, both contributors can be found on the pgnx thread, or just query. _________ Larry--I think we have both been bottomfishing axph, am I right? Despite a generally pessimistic attitude toward Axys among the biogurus, I'm going to let Axys cook a couple more months, give them a chance to pull a genomics rabbit out of their hat--if they don't do it now while that subsector of biotech is hot, then heaven help them. I was trying to remember why I've been buying this--all I could think of was 'pharmacogenomics plus oncology, nice annual report', so easy to watch the quotes and completely forget all the specifics of a company. Anyway, I'm resisting the urge to churn my Axys shares into more Gizzmo...It'll probably take a few weeks for gmo investor relations to get back to me regarding a few questions I still have (which have largely been answered in the past couple days here on SI-but what the heck, I've already stamped the envelope). I sort of see this hobby winding down by next Spring, if I lose interest in trading, want to be sure I've got some good long term holds.