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

To: nigel bates who wrote (267)	7/26/2000 12:30:31 AM
From: Spekulatius	Respond to of 438

GZMO 2nd quarter conference call I listened to the 2nd quarter CC yesterday. This is my recap: - With the imminent offering enough cash at hand for about 1 year of operation (25M$ burn rate planned) - Expect positive news flow due to licensing agreements and vaccine trials - Immune response seen at weakest dosing in three out of 9 patient in the breast cancer trial! - Results from melanoma and breast vaccine in late 2001 expected - Various Milestones payments expected during the next 12-18 month, a secondary offering planned when these are reflected in stock prices - SAGE conference in Baltimore Sept 2000 - Continuos revenue stream from diagnostics - Talk about Antigen as a Technology platform useful for drug development for various diseases. GZMO focuses on cancer only and is in talks with various partners about licensing. Did I hear the word Millenium in that context? My comment: A short but very positive CC. I am very enthusiastic about the Antigen platform. I was not aware about the importance of this discovery. Looks like they are doing very good science there and the marketcap is 170M$ only. I bought some shares for my Roth IRA today for a bit more than 11$. This could be a winner in the long run.

To: nigel bates who wrote (267)	8/24/2000 1:32:11 AM
From: Spekulatius	Read Replies (2) \| Respond to of 438

I keep on thinking that the angiogenesis gene discovery news is very significant. Sure, drugs from this discovery are years down the road and may never come true but the fact remains that SAGE is a powerful tool,probably the most powerful tool to discover new genes and their function. I keep on thinking that this ought to be worth more than the current GZMO market cap, not even counting the vaccine's the fusion technology the p53 gene. An amazing amount of IP for a tiny market cap of 160M$ - this is worth a speculation for me.