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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (30335)	7/29/1998 9:07:00 PM
From: Leo Francis	Read Replies (1) \| Respond to of 132070

MB, I was not intimating that GENZL was a bad investment, but rather how "bizarre" current valuations can be and how they are justified as such. And I liked the coincidence of the valuation numbers of LEIX and Genzl. I think the same type of arguments you make on over valuations of many stocks could be made on some stocks which are undervalued. Good trading, LF

To: Knighty Tin who wrote (30335)	7/29/1998 10:07:00 PM
From: Machaon	Read Replies (1) \| Respond to of 132070

<< GENZL has just started to ramp up sales and it has a huge pipeline. >> I have a full position in GENZL. But, I don't agree about their "huge" pipeline. They have Epicel, which is a slow growth skin growing product for burns. They have TGF-B2, which is a product for diabetic ulcers, in Phase II, for which they are looking for a funding partner. They have their Neurocell product for Parkinsons and Huntington's disease, in Phase II, for which they are looking for a funding partner. But, that's all. They are also looking into other partnerships based on their Carticel and Epicel technology, but nothing has materialized, yet. I feel that their business plan for Carticel is just getting into high gear, and is going to result in a very profitable business, but I don't see the "huge" pipeline. Regards, Bob