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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4143)	2/19/1998 1:22:00 AM
From: Rocketman	Respond to of 9719

V1, Man, y'all been busy tonight. I agree with your prior gut feeling that we should wait until we see the revenue growth numbers and make a decision later. Also, rather than a dump, a trimming might be in order at that time to free up some cash if we're still on the fence. Must be something in the water at the Post Ranch, or is it in the wine? If I go there, it won't ruin my vasectomy will it? Scary thought!!! Rman

To: Vector1 who wrote (4143)	2/20/1998 5:44:00 AM
From: lwd	Respond to of 9719

<<<GENZL...What do other threadsters think?>>> We're too depressed to think. <g> Better to laugh, hurts too much to cry.<g> It can't get much worse can it? <vbg> We're still holding long. I think that after the Orthopod conference in March and with insurance approvals easier to get, more physicians will start using it. The company has made good on their predictions for insurance reimbursements and sales growth so far. My questions are: Are the insurance companies paying the whole $10,000 for Carticel? Is GENZL making progress on an arthroscopic procedure? Is GENZL trying it on other joints: hips, shoulders, ankles? Are they working on a prefab hyaline cartilage sheet like ATIS claims to have? I know a doctor who made such a product, but was rebuffed without explanation when he offered it to the company. The Diacrin thing is troubling, but I can understand that long term the company needs to beef up its pipeline. Maybe after the Orthopod conference, all those doctors will rush out to buy GENZL stock and that will be the time to sell<g>.