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


To: Skeeter Bug who wrote (667)2/19/2000 1:08:00 AM
From: Vector1  Read Replies (3) | Respond to of 752
 
Skeeter,
Having gone through all the tough times how could you sell now. The toxic convert has been cleaned up, the company is flush with cash and the second phase III trial will be completed in q3. Moreover, with all the new MABs being developed more trials are likely on the way.
V1



To: Skeeter Bug who wrote (667)2/28/2000 10:32:00 AM
From: H. Bradley Toland, Jr.  Read Replies (2) | Respond to of 752
 
To Skeeter Bug:

Like alot of folks out there, I'm starting to think in relative terms--perhaps an out crop of the silly new math that's been taught the last 30 years. Sooo, just because we're up 1000% doesn't mean we're not going higher, particularly in light of some of the valuations other biotechs carry, with less prospects and farther from commercialization than gztc.

Many young money managers think in these terms too. Hey, it's not their money. And besides, these stocks are going up...blah, blah, blah.

I seriously think gztc, based on the above logic, can easily trade at 2 to 3 billion, now. The on balance volume suggests this also. I'd rather be a seller after a reversal occurs, and that may not occur until mid 200s.

regards,

bt

ps: spent two days with senior execs at Qcom last week; they convinced me that their technological lead is growing; stock is a buy in low 100s.