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

To: jeffbas who wrote (235)	2/20/2000 12:56:00 AM
From: jeffbas	Respond to of 438

For the scientifically inclined, this paper underlies the current melanoma vaccine trials in humans - "Sytemic administration of Interleukin 2 enhances the therapeutic effect of dendritic cell-based vaccines": pnas.org Note, in particular the Results and Discussion section statement that, "In contrast, all mice treated with the combination of tumor lysate-pulsed DC plus IL-2 were protected from tumor growth and remained disease free". As can be seen from the associated figure, this is a better result than obtained from tumor-lysate alone, which I believe was the basis of earlier Phase I trials that showed tumor regression in a significant minority of patients. Of course mice are not people.

To: jeffbas who wrote (235)	2/20/2000 10:48:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 438

Jeffrey: With a bit of research and documentation, even given your narrow constraints, it would take hours to address your questions. But I don't want to work within those constraints. First, I am concerned with the valuations of some companies that you might choose as comparisons. Second, you are asking me to ignore an issue, the tracking stock concern, that has been raised but not effectively rebutted. So, you go first..... I challenge you to paint the bull case so clearly for us that I have no choice but to work within your constraints. And then we'll all waltz to the bank. Until then, the market is clearly saying that it doesn't think that this new liquiditity should be labeled "priority, Genzyme". The case for a new level of sector liquidity, moving forward, is strong, and I understand your urgency with respect to understanding the discrepancies in valuation. I agree with rkrw, BTW.