Libbyt,
As a scientist in one of the very top research institutes in the US for the last 10 years (until recently I quit my job), I know very well about nearly all these 'hot' genetical companies, ala celera, incyte, gene logic etc. Gene logic is a company with huge trouble and lots of employees are leaving the company for greener paster. Celera is a new company and their CEO and CFO sold out a majority of their holdings at 20s because truly no one in this field believes that human genome sequence iks going to cause any stir in the cancer research field. Ladies and gentlemen, DNA sequence, and to a higher level, protein sequence is only going to save time in certain research field but no way is it going to lead any kind of revolution in cancer and HIV research area. Most of these issues will not be able to make a dime before going bankruptcy. And you can always find or blast any kinds of DNA sequence free from a vast of web sites. I believe that NIH is going to finish their humna genome project in a couple of years and will absoultely make their dabtabase free for use.
After the human genome project, CRA is going to do rice genome project. So far I don't see this company make earning of more than 20 million (net income)in 10 years. Soooner or later, investors, or Wall Street gumpsters will realize this and screw retail investors in a big way.
Now as far as bioinformatics goes, any company that can design softwares that let people search abnormal protein-protein interaction in specific signal tranduction pathways will hit it big. Keep an eye on two private companies called Spotfire and AxCell. If they can really pull it through, issues will be as dominant in their respective fields as does MSFT in PC industry.
good luck,
larry! |
