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

To: scaram(o)uche who wrote (1658)	9/16/2000 3:23:44 PM
From: John Metcalf	Read Replies (2) \| Respond to of 52153

Gilder's "gorilla-finding" approach was approximated several years ago when platform companies were relatively well-valued. In retrospect, only a few platforms were sufficiently broad and unique to lead to successful companies today. MLNM, of course. SEPR -- though chiral chemistry is not unique, they have a wealth of patents for chemical composition, use, and method of production. And, relative to the earlier statement about cheaper, more detailed diagnosis, how about AFFX? I don't see the possibility of a biotech that will own something indispensable to other companies, as INTC and MSFT have done. Companies like PDLI and ABGX own technologies indispensable to some, but don't have a hammerlock on MaB technology. At what point will a platform in a competitive niche become as dominant as the Wintel duopoly has been?