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Biotech / Medical : GZBX - Genzyme Biosurgery -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (4)	2/11/2001 2:23:58 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 18

Spec, >>GZBX at 4$ would be a terrific price. I agree. <g> OT. I am still watching INCY and SANG. One of these days/months this sector will get to the point where no one wants to buy and sellers are all gone, I wonder what they will sell for when this happens? Joan

To: Spekulatius who wrote (4)	2/11/2001 4:56:09 PM
From: valueminded	Respond to of 18

Gzbx: The issue is revenue. I think the revenue is severly overstated and that the revenue contribution from the BXM acquistion (mostly synvisc) will taper off wayyy faster than the growth from new products. If that occurs, they will need to do some very dilutive offerings in order to maintain enough cash to stay in business. Will be interesting to see what they say in next quarter report. My guess is negative guidance. All that said, I will increase my position in the 4's as it represents a good spec at that point.