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oldacct

03/14/08 11:55 AM

#9138 RE: biopearl #9134

I just got the feeling that Genzyme will not
do anything with a loss until Myozyme is produced
at Alston and Mozobil is further along.

I do know that Henri will not pass on a bargain and
is looking to build his portfolio of drugs past
2010.
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DewDiligence

03/14/08 3:20 PM

#9154 RE: biopearl #9134

>Genzyme has done it before with Genzyme tissue repair and GZMO. A little different because of tracking company status which we don't exactly have.<

Why did you insert the word exactly? GTCB is a company, not a tracking stock. Period.

>In theory Genz as a large corporate owner of GTCB stock…<

This is a common misconception. GENZ’s equity stake in GTCB is 3.5% on a diluted basis (#msg-26840492). They do have historical ties to GTCB but they are not what I would call a “large corporate owner.”

>…could [GENZ] be forcing downward pressure on the stock by selling now to perhaps get a better deal for atryn or take over.<

Ludicrous, IMO.