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

To: scaram(o)uche who wrote (237)	2/20/2000 9:07:00 PM
From: jeffbas	Respond to of 438

OK Rick. I gave you scientific assumptions to make, as best as my limited knowledge there will permit. On your tracking stock issue, I will give you the assumption that for a small biotech company, tracking stock status should confer a premium on the valuation! Lastly, you should assume that short to intermediate term finances are secure with minimum dilution -- the $30 million Genzyme equity line of credit (some people say $60M) can be exercised with about 10% dilution if the stock stays in this range for less than 3 more weeks. (Of course they may choose to do something different, but that is there as a backup, which they may prefer to save at this point.) Does this help you with a response to my original question?