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

To: Biomaven who wrote (3907)	5/29/2001 5:29:17 PM
From: Biotech Jim	Respond to of 52153

Peter- I do not follow GZMO, so I do not have a clue regarding that specific stock. On the other hand, I do have a tidbit of interest for you and readers of this thread. I have a friend who works at a large pharma just up the road, who is in upper management there. He said that they have the expectation that there will be some billion dollar drugs on the market sometime over the next 5 to 10 years that represent biologicals separately in the oncology and in the immunology arena. I guess we know about Enbrel, but others to come as well. What surprised me was that this is suspected to be the case in the oncology area, and this company does have an oncology presence. Might GZMO have something brewing here? BJ

To: Biomaven who wrote (3907)	5/29/2001 5:34:53 PM
From: Icebrg	Read Replies (1) \| Respond to of 52153

GZMO performance. 1. I would guess that some of the recovery was just a recovery. Like for many of the other Biotechs. 2. They were not participating at ASCO. So, there was no room for post-conference disappointments. 3. Perhaps not so important for the share price development, but anyhow. Last week Prohost came out very strongly in their favour (again) in one of their faxes. They rounded it off as follows: "WE CANNOT TELL IT ALL Much more remains to be told about GZMO. In the next Fax issue we will talk about the importance of the firm’s SAGE technology and its diagnostic products for the different disciplines of science and medicine. Additionally, we will bring to your attention many more important lucrative agreements that will have an on GZMO’S near-term finances. We will talk about GZMO’S other cancer treatments, its antisense collaboration with Hybridon, ISIS and other firms. We will also give you a hint about what you must expect, or not expect, to happen to this firm’s value, near-term and why. And also, how you can feel beforehand that good news is on its way to … GZMO." Perhaps they are right about forthcoming near-term lucrative developments. And if they know something, someone else should also know at least as much. Btw. What kind of status does Prohost have? Is it considered a good, a normal or a not very informed newsletter? Ice

To: Biomaven who wrote (3907)	5/29/2001 6:27:06 PM
From: keokalani'nui	Respond to of 52153

Re: Gizmo, I pay some attention to it. The company has promised another humongous antigen discover alliance (should be soon), but what I am personally hoping for is news from their multiple dendritic cell vaccines in Phase I, especially that they have found a clear favorite method/formulation that can quickly enter PII (truthfully, I don't think they'll be in this situation until later this year). There is also the prospect of advances by their collaborators on cancer antigens and genetic discoveries. There really are a number of interesting possibilities, a takeover unfortunately not being one (badly wish they were independent). They seem awful s-l-o-w sometimes. Wilder