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Biotech / Medical : Aurora Biosciences (ABSC) -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (225)11/30/1999 5:49:00 PM
From: Vector1  Read Replies (1) | Respond to of 359
 
I actually sold my AFFY at a nice profit but obviously too early. I sold MLMN too early as well. See a pattern. AFFX has a chance ( a real chance)to dominate the array market which will be HUGE. The key is that their patents hold and they are able to access quality gene libraries to put on their chips. By the way a combo of AFFX and INCY would be the deal of the next decade in biotech. Prob won't happen but should.
ABSC is a nice company with neat technology and a real place in high throughput screening. HOwever, they are not in AFFX's league. I looked at Nanogen when they were still private. Haven't spent much time lately but would have to be convinced. There are a nunber of viable array technologies. Making your way through the patent minefield and having access to QUALITY gene libraries will be the key.

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To: tuck who wrote (225)12/1/1999 11:07:00 AM
From: Vector1  Read Replies (1) | Respond to of 359
 
<<Sure enough. Picked up some shares for 11 9/16 this morning. >>

Nice trade.
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