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 : GZMO -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (277)	8/24/2000 4:01:30 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 438

I'd rather see a deal w/ a gorilla pharma, say AVE, rather than MLNM or INCY--w/ SAGE and those "novel rare transcripts" (heh, I love to dabble in the jargon) maybe Gizzmo doesn't need a genomics oriented partner. awful braggy chit chat... Oooh, nice day for Biotech. I flipped one, DNDN for a buck and scraped yet a little more froth into my pockets (I do own a little dndn for long term as well, just like gzmo--also like pgnx, but don't own it at the moment). I was reluctant to take gains back in Feb/March. Not screwing it up this time. Actually, Peter had a nice idea--merely maitain a fixed amount in stocks, and just harvest the excess above a certain number. Seems to be working for me so far--seems to take out the emotion.

To: Spekulatius who wrote (277)	9/27/2000 2:24:38 AM
From: Spekulatius	Read Replies (1) \| Respond to of 438

Well we got a deal with a genomics company but it was neither INCY nor MLNM - CRA is the chosen one! The melanoma trial news isn't too bad either. The topical application should reduce the chance of side effects. We have got a pretty nice early stage pipeline and collection of IP here. I kind of wonder why there is no classical chemotherapy drug in the pipeline. That's where the money is made right now. I am getting more and more comfortable holding this one for the long term.