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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (6886)	7/18/1999 1:07:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

Mike, from V1's post <<Examples of companies that will explode once they crack $500m in valuation include CLTR, GLIA and ABSC. It would be worth exploring what other biotechs fit into this category>> Of course, ABSC is Aurora, so I'd say V1 does not put it in the combi chem category. And probably should not be. Big pharma has been traditionally "chemistry-centric" so it was natural, even an internal challenge, for them to build their own capacity in combinatorial chemistry once the technology was shown to be feasible (by pioneers such as Affymax and others). Aurora's strength, ultra high-throughput screening, comes more from the biology side, and, again, traditionally, big pharma has been a lot slower to pick this up. It is in their "nature." All this is supported by the kind of deals Aurora has gotten for itself. PB