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Biotech / Medical : idb/to..idbe/nas long term growth -- Ignore unavailable to you. Want to Upgrade?

To: jchandler29 who wrote (16)	9/5/2000 11:11:04 PM
From: Dutch	Read Replies (3) \| Respond to of 85

Thought this might be interesting pulled it from the Yahoo thread which is actually a good. Third wave has an IPO pending shortly...and a legal problem with idbe...lehman seems to be proceeding with ipo...we believe that third wave will either license or buy the CPT tech from idbe....buyout numbers that we have heard range from 25-40 bucks...there is no way that the ipo can proceed without resolution... now here is dutch. Third Wave Technologies has a strong product that is positioned to take a portion of the clinical diagnostics market, but it could be a rough road ahead for this new market participant. Converting PCR users to a new technology and achieving significant penetration will be an extremely difficult task; researchers and clinicians have been using PCR for 20 years. No company, to date, has been able to accomplish this task, and only time will tell if Third Wave Technologies's signal-amplification approach will be able to succeed where so many others have failed. Competing Technologies Since the introduction of polymerase chain reaction (PCR) nearly 20 years ago, nearly a dozen nucleic acid diagnostic technologies have been introduced; they include: Polymerase Chain Reaction (PCR) Ligase Chain Reaction (LCR) Nucleic Acid Sequence Based Amplification (NASBA) Repair Chain Reaction (RCR) Transcription Mediated Amplification (TMA) Branched DNA (bDNA) Qb Replicase Amplification System Strand Displacement Amplification (SDA) Transcription Based Amplification System (TAS) With the exception of PCR none of these technologies has attempted to address both quantitative and qualitative diagnostic applications CPT potentially can, and more... hehe! The Scientist: "Rather than licensing Third Wave's proprietary Invader technology, a series of high-throughput assays for genotyping and gene expression applications, PE Biosystems wants control of the technology, says Winton Gibbons, a senior analyst at William Blair & Co. "[PE] acquired Third Wave rather than licensing its technology because of PE's interest in medical diagnostic systems," he says. "Though I don't believe PE Biosystems will be in the medical diagnostic arena beyond HIV genotyping, they have reason to believe that the Invader platform from Third Wave will be the 'next gen' technology after PCR, so they want to own the technology rather than licensing it. This is a fundamental technology play; it's really an acquisition." "David Cox, Co-Director of the Stanford Human Genome Center and Professor of Genetics at Stanford University, believes that Third Wave's Invader technology represents the next generation of technology beyond PCR and the missing link in making personalized medicine a reality."