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: Micawber who wrote (566)	2/14/1999 1:12:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1073

Brian: I've got to stop responding on a stock-by-stock basis. To give a crummy, partial evaluation is not doing anyone any good, and yet they take a lot of time. I encourage everyone to bring details of given projects to the thread so that we can grind through them here and come up with an informed opinion over time. I can only cover a few companies. I know a ton of them with sufficient depth to give a stock-bot, first-blush opinion, but that opinion will lack punch. Look at my comments about GZMO and you'll find a lot of surface familiarity, but no punch. So.... let's go back to the old days..... this is a thread to bring companies just like Genzyme Transgenics forward, and for people to introduce details where they can. It's fine to ask for opinions, but.... I'm going to spend less time answering and more time asking for individuals to try and go out and bring details into the thread for multiple eyes to pry on. So..... I think that they have real potential going forward, but I feel that it's largely dependent on lowering the margins for human monoclonals. From that perspective, there are outstanding issues regarding goat carbohydrate and it's potential effects on half-life in humans. Therefore, while I'm watching them very closely, I still don't own them. Hope that helps, but, again, it's just another surface skim. Rick