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Biotech / Medical : AFFYMETRIX (AFFX) -- Ignore unavailable to you. Want to Upgrade?


To: jerryriti who wrote (1028)10/22/1999 1:48:00 PM
From: LLCF  Read Replies (1) | Respond to of 1728
 
<Their GeneChip allows researchers to do their screening faster and more efficiently, i.e., enormous cost savings and represents a true paradigm shift in drug research.>

Agreed, this is a 'discontinous innovation' as the Gorilla gamers say.

<I did take the win against Incyte as indicating that they have a clear lead and will defend their intellectual property i.e. GeneChip is proprietary!>

There is no 'win'... the case goes to trail middle of next year at earliest I believe.

<More importantly, I believe that as their GeneChip system is more widely used(revenues increasing) they are more readily assured of return business>

I hear you there... nothing like a nice lead!

Thanks,

DAK