Biotech Values

[rkrw]

2 issues I see for zgen, one omri is lined up with jnj. It's naive to think zgen (on their own) can outflank jnj for a hospital product. Maybe zgen will pull in a big partner that can help. Second, most thrombin (75%?) is sold as part of kits not standalone. zgen filing is for standalone. Notwithstanding the ceo's confidnce, taking over the market won't happen zgen alone vs jnj. Won't happen quickly even with one. imo.