Okay, maybe I'll pass on the amzn and dell, heh heh.
I must say, I am very much enjoying this hobby--but I think I am going to have to take a step down from that cell book and get a little simpler text--I am finding that I do not even have a basic understanding of genomics --which is too bad, there has been some discussion on another thread of Gene Logic...and I am having trouble asking the right questions.
Here is my latest question, maybe you can help Rick: I understand that Gene Logic, and a handful of other genomic/bioinformatic companies, are looking for compounds that have an effect on expression of relevant genes--what are the advantages of looking at the genetic level, rather than searching somewhere further down the line of cellular events? To a molecular biologist the answer is probably obvious, but not to me!
As you probably know I am overweighted in stocks that have interesting lead compounds already--the kind of stuff that can result in nice pops in the stock price when articles are run, hype gets going etc. Of course cnsi, one of my largest holdings now, is going to be filing for INDs for rhGGF2, their glial growth factor for various CNS indications.
What I worry about is that these genomic companies are going to rush in and find a whole gaggle of new lead compounds--since a lot of these cns diseases seem to have a hereditary component...e.g. MS seems to run higher in Scots and Northern Europeans so genes are playing.
Did I even touch on the right question? You see I went to the glgc website, and they had a few images of up/down regulation response off one of their chips--their chip only has something on the order of 100 data points. That seems to be an awfully simple approach when you consider that affx puts 50,000 data points on their big chips--but maybe the GLGC solutions is much more elegant and I am missing something because I've never taken genomics 101.
--Mike |