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

To: John Metcalf who wrote (1661)	9/17/2000 4:04:37 PM
From: greedsgd_2000	Read Replies (1) \| Respond to of 52153

At this point of course whether "DISRUPTION" will be the ultimate approach the Gilder biotech team eventually takes is uncertain. However, I did post this to the Yahoo NMPS board recently: NMP technology would be "Disruptive" by: greedsgd_2000 9/17/00 3:12 pm Msg: 13051 of 13051 - assuming that the test will in fact turn out to have a very low false postive/false negative quotient for breast cancer. In Gilder terms, it is classically "disruptive" in the sense that it would threaten to a large degree the existing status quo in the mammography industry. The entire industry would shift to ultra early noninvasive detection for a far wider demographic group, and subsequent aggressive ultra-early intervention. Current mammography methods have done little to slow the overall breast cancer death rate. Of course for true positives, and other various categories -traditional/state of the art methods - mammography would continue as in the past. NMP style blood tests would would not only occur more often than traditional tests, this stepped up frequency itself would act as a built-in safeguard against false negatives. In addition, NMP would fit nicely with new genetic predisposition breast cancer tests -being developed by Myriad Genetics among others - with genetic positives going in a permanent watchful waiting mode. They would of course be candidates for higher stepped up rates of NMP type noninvasive tests -as they generally are often facing a lifetime risk of 70% in many cases. Posted as a reply to: Msg 13044 by musti89

To: John Metcalf who wrote (1661)	9/17/2000 11:51:22 PM
From: aknahow	Read Replies (1) \| Respond to of 52153

<<<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.>>> While I realize this will be greeted with great laughter and scorn, just for the record, I think BPI and LBP and the peptide versions will become indispensable to others, in many areas, too numerous to mention. Baxter/Xoma and AGN control recombinant BPI and XOMA controls peptide forms of BPI and LPB. Disclosure. Currently very long XOMA. At any time may write options on BAX.