Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Transkaryotic(tktx) -- Ignore unavailable to you. Want to Upgrade?

To: Jongmans who wrote (51)	7/3/2000 7:10:55 AM
From: Souze	Respond to of 122

A quote from the end of the NYT article for which you gave a link: "The simple fact of life is drug discovery will be driven by a variety of tools applied to the raw data from the human genome; every company is going to do that," said Viren Mehta, head of Mehta Partners in New York. "Nothing fundamental in the industry has changed, except we are going to apply these new insights. So we are focused on companies with management who we think have the vision to apply the new science successfully." Mr. Mehta is an investor in Millennium and Human Genome Sciences but also looks for companies that can use genomics data most directly in drug discovery. These include Abgenix and the Cambridge Antibody Technology Group -- two producers of so-called monoclonal antibodies, genetically engineered copies of immune-system proteins -- as well as Transkaryotic Therapies, which has a novel gene-switch technology for producing proteins in the body. Among larger companies, he owns Pfizer, Pharmacia and American Home Products.