Nice find.......
"They envision a proteome initiative that would entail expressing and crystallizing proteins from a sequenced genome in a massively parallel, automated effort."
Too bad the link to Table 1 doesn't work.
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Rick..... nice find. Please do me (us?) a favor, and when someone says "nice find" or "nice pick", just savor the comments. This thread is getting off to too much of a chatty start. No need to respond by complementing others on their picks, although it's quite considerate of you. Long-term contributors will realize that Shahram's NBSC is my type of pick..... I focus on stuff with leverage but relatively protected downside...... low capitalization:book, with downside protection from cash (e.g., a KDUS, BTRN or SIBI) or from existing product revenues (e.g., a NBSC, MOGN or... yech!.... GLIA). It's just my style.
At this point in a rally, it's difficult to find such stuff. Furthermore, it's not the sort of style that yields maximum return. Yes, NBSC was a nice find, but largely because, in my eyes, of the safety coupled with potential leverage. That is, it was a taxi for playing the frothy rally and for being warm and fuzzy at the same time. Yes, it popped, but the pop wasn't any better than that for many of the crap companies that are currently floating.
Eighteen months ago, during the tough times, we focused exclusively on big-science companies. Despite the froth, it is important to note that these companies (MLNM et al.) have been characterized by marked outperformance.
"The party line is that you don't fund getting a structure until you have crystals. There may be no three-dimensional homologies to anything, and even if there are it could be quite misleading." But Proteome's Garrels asserts that "anything to help understand the function of unknown gene sequences and find targets is going to have value." Whether that value will be high enough to justify the expense of such an effort has not yet become crystal clear.
I once tried to run a 2-D gel. Might have worked, if I could have gotten the damn gel to polymerize.
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Totally incompetent -- all thumbs -- at the bench. Some scientists have "soft hands" and can make anything work. I was the bench equivalent of a basketball player throwing bricks. If it didn't involve a 96 well plate, I couldn't get it to work. Had a technician as a grad student. Had techs during my postdocs too. I was really good at interpreting data and designing experiments, but couldn't perform them or write up the results. Anyone wonder why I ended up as an investor?
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Cheers! Rick |
