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Biotech / Medical : Genzyme Tissue Repair (GZTR) -- Ignore unavailable to you. Want to Upgrade?

To: Linda Kaplan who wrote (2005)	7/15/1998 10:01:00 PM
From: Machaon	Read Replies (2) \| Respond to of 2553

<< ... maybe I'm getting too bold ... >> You've done some pretty good trading. I can see why you are getting bold. I looked over some goods and bads, about GENZL, and picked up some more today, also, gambling on a good earnings report. Goods: ===== Explosion in insurance coverage, and government coverage for Carticel. Excellant exposure and results at the AAOS meeting. GENZ has committed significant funds for GENZL, which, hopefully, will avoid more dilution. Epical turnaround reduced from 23-24 days to 16 days. Looking for "funding" partner for TGF-B2. Pivotal Phase II/III trial for Neurocell-PD, was initiated in January, after promising Phase I results. Linda Kaplan is a stock holder. <g> Significant number of new surgeons performing first Carticel surgery. GENZL looking at other areas of body for Carticel. 33% Sequential U.S. Carticel Sales growth reported in 1st Qtr. Bads: ==== Biotechs out of favor. Will probably need additional funding in 1999. European Carticel sales were down in 1st qtr. Previous Carticel Quarterly sales slower than anticipated. No guarantee of profitability. Biotechs are fairly risky investments. National Blue Cross has not yet created a policy covering Carticel, even though some of the regionals have. High burn rate: Almost $46 million in 1997. =============================================================== Let's hope for a good earnings report next Wednesday. Good luck, Bob