NEPF:
AFFX..... I'm leaving it alone, as (1) a powerhouse, INCY, is treading on their territory, and (2) there are less expensive routes to end products that will give the same answers.
OncorMed..... I worked briefly with the CEO, Triche, while he was at Children's and I was at PharMingen. Very bright guy, but I was surprised to see the transition directly from academics to CEO. I don't follow them closely, but make sure that the patent problems for Oncor don't spill over to taint them??? So, no opinion, other than to say that any products may have issues with slow market penetration.
VMRX..... yes, it'll be dead until it's not. But, I'm second guessing...... let's not focus here.
Rick
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