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

To: Vector1 who wrote (4783)	4/30/1998 12:12:00 PM
From: lwd	Respond to of 9719

Thank you for your opinion on GZTC and GENZL. Did you notice that Gztc's price went up significantly right after you posted? I wonder what the League of Concerned Biotechs and the FTA will make of that? Oh well, I missed it at 9 1/2 but there are always the summer doldrums. Genzl sure is depressing. How ugly is ugly? Long term, too? Harris HMO, one of the big HMOs in the DFW area and associated with Harris Hospital, apparently refuses to pay for the Carticel surgery. A little bird who is an employee of the hospital, has a bad knee, and is interested in the procedure told someone else I know that an administrator said that they wouldn't cover the procedure because it was too expensive. Doesn't matter at all if it is FDA approved and works. Tough luck. I think I will ask Steve Push how things are going with the arthroscopy technique. Robert Barry posted the following on the GENZL thread: "GENZL is actively looking for multiple partners for it's TGF-B2 ulcer product. If they get their cash infusion this way, it may mean that they won't need to issue additional shares. If they had control over their burn rate, their Carticel program would stand on it's own, and has the possibility to become very profitable." Do you think TGF-B2 partnerships would save the stock? Do you think they can get the partnerships? If I sold now I would have a pretty big loss. My average share price is 10, with a range between 7 1/2 and 13. Wish stock was as good as the technology. As always, I very much appreciate your input and humor.