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Biotech / Medical : ID Biomedical - Elephant Hunting?? (IDBEF)
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To: Kaiser Soza who wrote (15)2/7/1999 2:25:00 PM
From: Steve Lokness  Read Replies (1) of 27
 
Do you think that the DNA test will be able to compete with existing test for such things as Strep Throat? I think that there is much more likeyhood that the first generation of DNA testing will be for such things as the resistant bacteria strains that IDBEF is doing as well as the HIV test for resistant strains that VGIN is doing. The big advantage will is that medication can be started or changed to match the resistant strain.

Where else can DNA testing be beneficial and cost competitive? TB, immediately comes to mind (maybe IDBEF?) and perhaps also blood testing. The advantage of blood testing is that you would pick up Hepatitis and HIV that regular test might miss.

There is another area of DNA testing that perhaps shows potential and that is testing of body genes rather than the testing for pathogen DNA. MYGN is already doing a lot of this, but the test they are doing is on the genes they have found and not - IMO - necessarily the most important genes to be testing. As the complicted interaction between many genes is learned there will likely be more potential to test.

I expect some information from IDBEF this week and might call Dean. If I do, do you have any questions that I might ask him?

Good Investing!
Steve
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