Perhaps the end beneficiary of the Biota diagnostic efforts will be Gilead?
;-)
Vector asked me to drop in here and post the top five research areas where I see money on the blossom. As I listed them in another thread, they were (1) modulation of lymphocyte responses, (2) angiogenesis, (3) Alzheimer's, (4) antibiotics and potentiators, and (5) anti-virals including vaccines. As I look at this list, I realize that the last two are CS. So, I'll say antibiotic resistant bacteria and the no-brainer, HIV. For modulation of lymphs, I like BGEN and IDPH, with big disclaimers. For angiogenesis, I like REGN and RGEN, but not primarily because of their angiogenesis programs..... I feel that they may get lucky in angio, and that the business plans are relatively undervalued. It's tough to bet against the induction programs at GNE and SCIO, but the business plans don't have the sort of leverage that I like. Private Ixsys is worth watching, as is SUGN, IMCL, ENMD and a gaggle of others. More disclaimers. For Alzheimer's, I like SIBI and GLIA, but, again, not primarily due to the Alzheimer's programs..... like REGN and RGEN, I feel that the business plans are relatively cheap. More disclaimers. For antibiotic-resistant bacteria, I like MCDE. I am particularly weak in this area (antibiotics). For HIV, I like Agouron, December 1994, no disclaimer.
Biota...... I think they'll make it big some day. Australia is a favorable environment. However, their royalties on Zanamivir will only be 6% (co-marketing in Australia) and they're bucking up against vaccines as well as oral competition from GILD. Last I checked, the science sounded good, but the pipeline was filled with early-stage projects. I haven't looked at their market cap relative to patents, so, for all I know, they may be a great bargain.
Is that what you wanted, Vector?
Cheers! Rick |
