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Biotech / Medical : AFFYMETRIX (AFFX)

AFFX 14.01

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Apr 1 5:00 PM EST

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To: Mike McFarland who wrote (914)	8/4/1999 12:36:00 AM
From: John Starks	Read Replies (1) of 1728

<Unless we can find somebody here on SI who is doing expression or toxicity profiling with these chips, how can we have a discussion on who's chips are best--much less who's database is best.> I am not personally a chip-user (though I play one on TV), but all the seminars I've seen that have included data obtained with chips have utilized Affy's. Interestingly, most of the folks ive talked to about microarrays haven't even heard of INCY. Mind you these are academics carrying out basic gene expression research, not pharma firms. however, these guys are loaded and looking for means to measure global gene expression in various contexts. this is a market that is ignored by most but shouldn't be. with the nih budget doubling over the next 5 years the academic niche for chips will be formidable. affy is dominating this niche with small-scale offerings and specialized chips made to order. it appears that incy has largely ignored this marketing opportunity.

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