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Biotech / Medical : Celera Genomics (CRA)

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To: GlobalMarine who wrote (294)5/8/2000 11:28:00 PM
From: allen menglin chen  Read Replies (1) of 746
 
Here is my summary of barron45_1999's YHOO posts about CRA. He is the host on YHOO CRA board :). I'm a barron fan.
search.mb.yahoo.com

The SEQUENCE will be public but NOT the
by: barron45_1999 5/8/00 10:13 pm
Msg: 16807 of 16812
annotations! They will be Celera's intellecutual property and fully protected under intellectual property laws. And the annotations will be where the value is (plus being able to run Celera's software and interface on Celera's massive computing power, etc. etc. etc.)

Having only the sequence is like having a book in ancient Egyptian hieroglyphics and NO translator. The annotations and database will be what do the translating.

All IBM will be able to do is sell Celera computers.
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The HGP claims are, as usual, a gross
by: barron45_1999 5/8/00 6:25 pm
Msg: 16791 of 16812
exaggeration.

What they did was to severely water down the definition of "rough draft". (And note that not only is it a DRAFT (a crude preliminary version) but a ROUGH draft too boot!)

To put it simply, to get to where Celera is right now will take the HGP another two years. That is the ugly (to the HGP, that is) reality that the HGP is trying desperately to obscure.

A few weeks ago the HGP was blasting Celera for using 3X instead of 10X coverage and was proclaiming how horrible it was that Celera was *supposedly* throwing accuracy out the window. (Actually that was a gross slander: Celera proved in the DM assembly that their improved algorithms could obtain the same accuracy originally aimed for (with the 10X coverage) even when using only 3X coverage so Celera did not sacrifice any accuracy at all! What they DID is to find a better way (as usual!)

BUT the HGP IS sacrificing accuracy in it's watered down definition of "rough draft"! How hypocritical can they get! To accuse Celera of doing something that the HGP KNOWS that Celera is not and then turn around and do themselves what they were accusing Celera of doing!

The HGP has never been dealing from the top of the deck. They have tried to confuse issues and obscure what's going on from the very begining. But when someone is out performing you as badly as Celera is outperforming the HGP, you can only obscure things for just so long. And that time has just about passed. ;^)

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DoubleTwist not serious competition:
by: barron45_1999 5/8/00 12:45 pm
Msg: 16677 of 16812
It may not be a "joke" but it is not, IMHO, serious competition for Celera:

1). The annotations are ONLY of the CURRENTLY AVAILABLE HGP data. NOT of the ENTIRE genome as Celera's are.

2) the real issue is the QUALITY of the annotations. Given that Celera has over 300 top bioinformatics people (how many *informatics* people does double twist have?) AND has had early access to the DM assembly with which to upgrade its algorithms, AND exclusive accesss to the ENTIRE human genome to upgrade its algorithms, and will have earliest access to the mouse genome, etc. etc. I still place my money on Celera.

I see nothing that DoubleTwist has that Celera doesn't have more of.

For example "DoubleTwist provides software that enables scientists to perform text-based
queries to retrieve data of interest." does not sound very impressive. Compare that to Celera's acquisition of Parcel's technology (which sounds MUCH more impressive):

go to:
paracel.com

Double Twist will be competition for Celera, but I doubt it will be *serious* competition.

and, of course, DoubleTwist is not free either.
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