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Biotech / Medical : Biotech Valuation

CRSP 57.05

-0.6%

Dec 9 3:59 PM EST

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To: quidditch who wrote (5361)	1/8/2002 1:06:08 PM
From: Biomaven	Read Replies (1) of 52153

quid, could even lead to consolidation between these apparently diverse industries I really don't believe we're going to see anything like this, at least in the next decade. In understanding the relationship between these two industries, it's worth separating two quite different aspects. First there is the data management side - dealing with pre-clinical and clinical data across the enterprise. This is expensive to do well, but ultimately boring from our perspective. Second there is the "biology as an information science" aspect. There's a clear push towards trying to perform biology in silico rather than in vitro. As we get a better and better understanding of fundamental biological processes, so software simulations of them will grow in power and predictive capacity. But there are still huge fundamental obstacles to being able to do this effectively. As you move from genomics to the clinic the impact of bioinformatics on the drug development process declines. There are some inroads fairly far downstream - e.g., ARQL tries to use in silico processes in its combichem to address the ADMET issues that so often end up killing a drug candidate, and companies like VRTX have extensive computer-based drug design capabilities. There's really not much commonality between the different programs used by BT. Programs to analyze microarray outputs have nothing in common with programs to do structure based drug design. So bottom line for me is that bioinformatics is always going to be one tool (really many independent tools) in a much bigger picture. Given that, consolidations across the industry boundary don't make sense to me. Peter

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