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 : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (564)	2/14/1999 11:24:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 1073

Rick, thanks for your help and the lead to the other thread. I was sorely tempted to hedge GZMO by selling short ENMD after it had doubled again, but shorting is not my style. My training in analytical thinking, despite having no biology background, tells me that relative to each other GZMO's latest announcement of a next generation product, together with the GENZ advantages mentioned, should have added much more market cap than ENMD's latest announcement of some confirmation with Endostatin. Instead the reverse was true. Doesn't "next generation" in effect mean that ENMD is likely behind GZMO on product -- and certainly behind on the needed resources to go from the lab to the drugstore, or to get a third generation product from Children's down the road? I would guess that even at these prices a long on GZMO and a short on ENMD combination will make money.