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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: lwd who wrote (6527)	3/7/1999 8:59:00 PM
From: Biomaven	Read Replies (6) of 9719

Anyone (Rman?) have any comments on GLGC? The issue is whether this is a fledgling Incyte. They are focused on gene expression, particularly differentials between healthy and diseased tissue. Basically an INCY type company - they sell the data to the pharmas in exchange for fees and potentially milestones and royalties. Listened to the GLGC call on Vcall. Claim breakeven in 2000, which looks feasible to me. P&G came back for more (in a different indication), which is always a promising sign. Plenty of cash. They have a patented and interesting-sounding new "flow-thru chip" which lets them rapidly screen compounds to see how they affect gene expression for some predetermined genes. If it works like they say, it would be useful for both toxicology screens for nee compounds and for drug discovery. It's discussed at: genelogic.com They are a big AFFX customer, so if there are patent challenges to this they'd have to come from elsewhere. Seems to me (with my limited understanding) that they are going to be a beneficiary of the increased public sequencing info. Here's a newspaper article describing them: washingtonpost.com I own a little, now back to around what I paid for it. Peter

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