I feel silly adding my two cents to your's, Richard (given the vast disparity in our biotech knowledge).
Still, after looking at the biotech field, I keep coming back to Ariad. Is there another company with such integration and significant loooooooooong term science for less than 200 million cap?
To All:
I have a friend who invested in Intel many, many years ago...and he never sold! Even when Intel didn't go up. Even after it went up too much. Now his porfolio is 95% Intel.
Why am I mentioning this in the Ariad thread? Because their technology has a long, long, way to run. I am surprised that no one has pointed out that they are involved in combi-chem, structure-based drug design, bioinformatics, intracellular signalling, functional genomics, and gene therapy. What have I missed? Does anyone else cover all these?
Richard: Am I off base to guess that say ten years from now, drug therapy may consist of administration of a suite of drugs, each one having a very specific function and contributing to the efficacy of the others? Could this mean that dosage levels could be reduced?
Many thanks for all your posts!
Hillary |
