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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (6841)	7/15/1999 12:59:00 PM
From: biowa	Read Replies (2) of 9719

V1, >>New question, in the mid term can small biotechs compete with larger biotechs and pharma that have access to genomic data bases and high throughput screening.<< My first blush opinion: definitely. Despite HGSI's hype (MLNM identifies significant disease related genes all the time; plus is it me or have you noticed a surplus of HGSI press releases in the very recent past), there is a long way between most genes and viable products. Just ask Myriad... In the meantime, focused efforts by small biotechs using non-genomic/non-high-throughput methods may actually be faster. In addition, many of these small biotechs have alliances with the bigger players that give them research access to some of these tools. Finally, how long does the proprietary advantage of the genomic data hold out before the public databases have the same info (obviously if you patent the gene, its a different matter). biowa

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