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Biotech / Medical : Celera Genomics (CRA)

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To: gao seng who wrote (579)7/24/2000 1:22:44 AM
From: bob zagorin  Read Replies (1) of 746
 
i like small biotechs that have strong research positions in next generation drug development platforms: RZYM is one; VICL (they call themselves "the naked DNA co.") is another - they have advanced technology for delivering DNA vaccines and therapy without using viruses as the vector; ISIP would be a third as they have the strongest position for antisense technology.

Their combined market cap is just over 1 billion for all three (RZYM,VICL,ISIP). with access to the these kinds of advanced next generation inside the cell research, CRA could really put their computers to work.

CRA might also look at some cos. with advanced data resources like TRGA, GLGC, GENE. they might fit nicely into CRAs big picture. TRGA's market cap is under $100m although GENE and GLGC have caps of $600m and $750m.

i own all of them and PEB and some other small bios like ISV, GNTA which are much more speculative IMO. also, LGND which into small molecule drugs for breast cancer, osteoporosis
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