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Replies to #58979 on Biotech Values
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ThomasS

02/13/08 7:06 PM

#58980 RE: corpstrat #58979

ZGEN: I'm a proponent of shareholder value via clinical progress, as I'd imagine you are. However, I understand your comments as presented.
Interestingly, post-earnings/after-market it appears that someone misunderstood the 2008 rev guidance, which DID NOT include any RECOTHROM sales. Otherwise, the guidance is above forecast, imo.
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ThomasS

02/14/08 1:48 AM

#58999 RE: corpstrat #58979

ZGEN: <<IMO, they do not have the type of management team that would likely delay "progress.">>

That makes another thing we can disagree about today, then!


from SeekingAlpha CC transcript:

"We've also restructured our remaining personnel to support our long-term goal to focus on assets which are owned exclusively by ZymoGenetics and to take these programs at least through the proof-of-concept stage in the clinic. This will create greater value for our shareholders and supports our mission to develop innovative biotherapeutics. We believe these decisions will allow us to maximize our return on R&D investment."