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Biotech / Medical GMED

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To: Cong Cao who wrote (48)	1/17/1998 4:22:00 AM
From: Koerte Andreas	of 63

Does anybody Know what's happening with this stock. Stock is down more than 20%. The only thing I know is that Boehringer in Germany is considering to finish the collaboration with GMED, but maybe there is anything else going on.

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To: Koerte Andreas who wrote (49)	1/17/1998 1:00:00 PM
From: Jonathan Lester	of 63

Spoke to IR at company on Friday. They did not know of any news or developments to prompt the sell off. They said that the IL-2 trials are on schedule and that some results should be out in a few months. The deal with BM cannot be cancelled. BM has an option to expand the partnership for cancer therapy, but the option runs out in Feb 98, and nothing has been done at this time. Hope this info helps. I am long GMED and would like to see gene therapy make it to market, although this may take many years.

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To: Jonathan Lester who wrote (50)	1/17/1998 1:29:00 PM
From: celeryroot.com	of 63

There was a news release in the beginning of the week that they had decided not to start a phase I, but I didn't read it as being particularly negative. This stock has tanked before,July I think, on hugh volume and little news. I currently am not holding but wondering if this might be a good buying oportunity???

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To: celeryroot.com who wrote (51)	1/17/1998 7:18:00 PM
From: Robert L. Ray	of 63

Well for the benifit of everyone else the url on the announcement is biz.yahoo.com And I'll agree, I didn't regard it as a huge negative either. Canceling something that isn't even in phase 1 yet just doesn't seem that huge to me. It actually makes me feel that the company is picking its targets very carefully. It does seem odd that the announcement was made on Monday and it was Friday when the stock went down. At any rate I took the opportunity to jump back into the stock on Friday at just below 4. This stock has had a coupla nice 1 point or so moves up in the last couple of months and I'm betting that it will again.

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To: celeryroot.com who wrote (51)	1/18/1998 8:53:00 PM
From: squetch	of 63

OFF TOPIC: cleryroot please try this link westergaard.com:8080/week97012024.html Regards, squetch

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To: squetch who wrote (53)	1/21/1998 9:37:00 PM
From: Brian Thomas Hertzog	of 63

GMED is down over 40% in the last three days. Looks like a very cheap stock. They have lots of cash, and they are not blowing it. They are at a 52-week low. They have a ton of potential for the next twelve months.

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To: Brian Thomas Hertzog who wrote (54)	1/22/1998 1:49:00 AM
From: JMarcus	of 63

In cruising through this thread, it looks like there have been a number of mysterious large spurts and stutters in the stock price of GMED this past year. For example, Message 1749122

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To: JMarcus who wrote (55)	1/22/1998 3:45:00 AM
From: Koerte Andreas	of 63

Be careful with GMED. From people working at Boehringer I know that they are not happy with GMED and it is not decided yet whether they will extend their collaboration in February. But maybe GMED have another partner already in mind.

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To: C.L. Shelby who wrote ()	5/13/1998 5:43:00 AM
From: Koerte Andreas	of 63

Can anybody comment on the recent AAT news of GMED? Does It mean that their system of lipid vesicle delivery is generally working?

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To: Koerte Andreas who wrote (57)	6/25/1998 5:08:00 PM
From: Brian Thomas Hertzog	of 63

Is anyone following this company anymore? Still waiting for a breakout on this value play. What is management doing to increase shareholder value?

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