SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 51.57-1.2%3:47 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: scaram(o)uche who wrote (1658)9/16/2000 3:23:44 PM
From: John Metcalf  Read Replies (2) of 52153
 
Gilder's "gorilla-finding" approach was approximated several years ago when platform companies were relatively well-valued. In retrospect, only a few platforms were sufficiently broad and unique to lead to successful companies today. MLNM, of course. SEPR -- though chiral chemistry is not unique, they have a wealth of patents for chemical composition, use, and method of production. And, relative to the earlier statement about cheaper, more detailed diagnosis, how about AFFX?

I don't see the possibility of a biotech that will own something indispensable to other companies, as INTC and MSFT have done. Companies like PDLI and ABGX own technologies indispensable to some, but don't have a hammerlock on MaB technology.

At what point will a platform in a competitive niche become as dominant as the Wintel duopoly has been?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News