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To: MulhollandDrive who wrote (11796)	12/2/1999 4:16:00 PM
From: Jill	Respond to of 54805

Hi, I think the key is "eventually." So far this kind of research, in terms of clinical application, has been disappointing. So I think this is a watch and wait sector...Jill

To: MulhollandDrive who wrote (11796)	12/2/1999 4:19:00 PM
From: Poet	Read Replies (1) \| Respond to of 54805

That was a very thought-provoking presentation, bp. I'm interested in hearing Stan's thoughts on it as well. Thanks for posting it.

To: MulhollandDrive who wrote (11796)	12/2/1999 4:45:00 PM
From: DOUG H	Read Replies (2) \| Respond to of 54805

Take a look at MLNM.

To: MulhollandDrive who wrote (11796)	12/2/1999 10:54:00 PM
From: Apollo	Read Replies (3) \| Respond to of 54805

Comments on Biotech....... BP, good to see you posting here, and thank you for your questions on Biotech, specifically, companies mining the Human Genome Project. My understanding on Biotech in general comes from working with Biotech companies as a clinical scientist studying Lethal Infection in Critically Ill Patients for the last 9 years. We call this condition Severe Sepsis or Septic Shock; you may recall when Centocor and Synergen were all the rage at the beginning of this decade based on anticipation of research results. A present day example in this field would be XOMA corporation, with its agent, BPI. Speaking broadly, I would say that the time it takes to translate a new research discovery into a marketable product that achieves FDA approval is .......... somewhere just short of an eternity. Exceptions to this rule include high profile diseases with strong lobbies in government, ie AIDS. Speaking specifically, the Human Genome Project, funded by the NIH is but one of multiple assaults presently being made on the Human Genetic Code. Breaking the code will surely result in a better understanding of both health and disease. There are several private companies, not waiting for the NIH project, that are hustling to identify the code themselves. What will be protected by patent, and what will be widely published (open architecture?) from which all would benefit is murky, as I understand it. My bet would be that the map of human DNA would be made widely known, so as to accelerate research by the world's pharmaceutical and medical science industries on the thousands of diseases that afflict Man. As an investor, my view is that it always takes much longer than anticipated to bring a product to market in Biotech. The corollary to this is that Biotech is professionally interesting to me, but the greater and faster investing action is at Sutter's Mill, not very far from Silicon Valley. <g> Stan@ImissCalifornia,myhomestate,butdonttellmywifethat.com