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

To: Mike McFarland who wrote (220)	1/26/2000 9:48:00 PM
From: jeffbas	Respond to of 438

Mike, I bought it for your reasons long before there were any GZMO threads. Some comments: 1. If they report something good on the vaccine front the stock could explode, precisely because no one is paying any attention. 2. It is my opinion that they will be able to produce aaATIII for much less than ENMD can its antiangiogenesis compounds. If medical efficacy is similar (and I believe that we already know that aaATIII delivered comparable results in mice at much lower doses), then I would guess that would convey an important market advantage. (I defer to Rick's expertise here, though.) 3. I know for a fact that GZMO believes the market cap relationship with ENMD is unwarranted, and felt that way when ENMD was half the current price.