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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: biowa who wrote (554)	1/24/2000 8:47:00 AM
From: jayhawk969	Read Replies (1) \| Respond to of 52153

Biowa, However, we must not allow ourselves to get trapped in current development/treatment models too long. Perhaps I'm not reading your comment right, but your argument seems to be that we don't have to worry about payback b/c we're all going out to find new models which don't cost as much so we don't have to worry about development costs anymore. While Gx should definitely aid in finding more targets, and FGx may aid in choosing which to pursue, I wouldn't plan on these reducing drug development costs more than marginally. In fact, one of the problems w/ PGx is that while it sounds great, it'll almost assuredly end up increasing the cost of clinical development (at least for the first several years). I agree drug development costs will not come down, however drug discovery and the resulting efficacy is where I believe the advances will be made. My comment relates more to investment in companies like SEPR (wher I have parked a significant percentage of my investments). It is part of my thinking that a significant portion of the drugs that SEPR is currently targeting will be replaced by much more efficient drugs as a result of Gx. Hence my comment. J.D.