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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Cosmo Daisey who wrote (49116)11/26/2001 11:26:34 AM
From: Seeker of Truth  Read Replies (1) of 54805
 
Your enthusiasm for biotech is so great that I don't think I can convince you that it doesn't look promising for making profits. But for others I'd like to point out:
A. Apollo, who knows what he is talking about, stressed to you the enormous difference between in vitro and in vivo data.
B. All that cluster/supercomputer calculates is an ESTIMATED fit of a small molecule onto some part of a protein. The calculation is typically way off from the truth about the chemical fact, let alone about its medical significance. The shape may fit but the attraction may not be there. Or the attraction may work better onto another site of another protein. Chemistry isn't a predictable science yet. Biology is worse. As for testing millions of real samples every day, you may not know that 128 samples a time is the current standard for production followed by testing. A few thousands a day is the equivalent of 70 home runs a season. I absolutely won't post about this again because I think when investors in biotech lose money somebody else gains, and that somebody else may well be the rest of society. We will all eventually benefit from this research which is ON THE AVERAGE too unprofitable for the big drug companies to do. In other words, if you really insist on it then by all means lose some money on biotech stocks. Think of it as a worth while contribution to scientific research.

That said, I think you are right in looking for some new gorilla candidates outside of the info processing world. I looked at QUIX, the king of road traffic safety, but I couldn't see any technology that shuts out competitors. Let's all look for such new candidates.
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