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

To: Jim Oravetz who wrote (1346)	7/25/2000 12:49:29 PM
From: Jim Oravetz	Respond to of 52153

Nanogen recently began marketing its NanoChip(TM) system to scientists and genomics laboratories setting new standards for SNP scoring. In beta testing, the NanoChip(TM) system has been shown to provide accuracy equal to or better than DNA sequencing and other methods for SNP confirmation. Unlike other systems, the NanoChip(TM) system uses electronically accelerated hybridization under very low salt conditions, potentially avoiding problems with DNA conformation and secondary structures, whereas most sequencing and primer extension technologies require high salt conditions. The NanoChip(TM) system allows the user to array and analyze DNA on its NanoChip(TM) cartridges in user selected formats in a single day with walk-away automation. The NanoChip(TM) system integrates advanced microelectronics and molecular biology into a platform technology with broad commercial applications in the fields of biomedical research, genomics, medical diagnostics, genetic testing and drug discovery. The Company has established corporate alliances as part of its strategy to expand the applications and accelerate the commercialization of products derived from its technology. For more information concerning Nanogen, please visit Nanogen's internet web site at: nanogen.com Part of article in todays WSJ. Any feedback on this technology from more knowledgeable persons would help all. TIA Jim

To: Jim Oravetz who wrote (1346)	7/25/2000 2:17:37 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Mr. Silverman's favorite companies specialize in "replacement parts," or next-generation versions of drugs already on the market. These include Cubist Pharmaceuticals with a powerful antibiotic for hospital-based infections, CV Therapeutics with an improved treatment for chronic chest pain and Neurocrine Biosciences with the "next big sleeping pill," he said. Well I'm not sure I'd really characterize any of these as "replacement parts" but I guess I agree with him in that I own all three of these. I still have no idea whether Daptomycin (the CBST drug) is really going to be "the standard of care" for serious infections as he maintains or whether it's going to be a niche drug. If he's right, CBST still certainly has a long ways to go and Lilly is going to be really, really mad. <g> Peter