Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Biotech / Medical : 2000-Year of the Biotechs! -- Ignore unavailable to you. Want to Upgrade?

To: Michael Young who wrote (222)	2/7/2000 10:33:00 PM
From: Torben Noerup Nielsen	Read Replies (2) \| Respond to of 1142

After reading a lot of the analysts comments on some shares and seeing what the market has done to some shares historically, I'm a little hesitant to listen too closely to the market. I'm a lot like the market; my knowledge of the future improves with time.... Thanks, Torben

To: Michael Young who wrote (222)	2/7/2000 10:33:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 1142

(The market is telling us which stocks those are) I cannot believe the market is that smart--we all know that the fund managers have to have liquidity, and so many bargains are passed up and can still be had for a fair price. Come on Texas, defend your picks! I will take this opportunity to defend my second-largest position, GZMO--not than anybody has criticized it, but something to do while this is a hot thread. Now I am not going to say anything bad about your Celgene, Michael Young, I'll just look like an ass because have not followed it much--but if you were only in that for the anti-angio, why not go for GZMO and aaAT3 genzyme.com and no need to buy ENMD ragingbull.com --Gizzmo's agent is more powerful, from what I have seen. HGSI, MLNM sure, fantastic plays--but GZMO has SAGE and a marketcap of only 131M. An excellent description of SAGE is here: biz.yahoo.com The power and unique capability of SAGE was demonstrated last year, when researchers from the Johns Hopkins University analyzed 3.5 million transcripts of normal and cancer tissue, including millions of SAGE transcripts. Of the transcripts identified by SAGE, 46 percent represent new genes not present in existing databases. A summary of the extensive SAGE data was published in the article ''Analysis of Human Transcriptomes'' in the December 1999 issue of Nature Genetics (vol. 23, pp. 287-288). And GZMO is tradable! Why I bought a handful of extra shares just the other day at $8 and sold them today at $10--and I'll probably be wishing I held out for more. (but I like to churn and add to my TGEN whenever I can).

To: Michael Young who wrote (222)	2/7/2000 10:37:00 PM
From: Arthur Radley	Respond to of 1142

Mike, I like to find them when they are unknown as with this thread I started nearly two years ago...http://www.siliconinvestor.com/subject.aspx?subjectid=19584 The stock was trading for under $5.00 then and now it has finally been discovered. Granted! It is a safer bet to wager your money on the top tier biotechs, but when you hit a home run with the lower tier, the ball goes further out of the stadium. I also look for stocks like BONZ....they get little attention on Wall Street and yet they have something that few biotechs have....actual earnings. Also, when you look at the demographics of our aging population...I see brittle bones. Not only do they have a nice niche in the spinal implant category but they have the only FDA approved growth factor for orthopedic applications. AGF(their growth factor product)could be used in as many as 10% of the 7.6 million musculoskeletal procedures performed annually in the U.S. This market could generate revenue in the .5 billion to 1.5 billion range and when you look at the current market cap of the company....I see potential.