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

To: smh who wrote (1808)	10/7/2000 11:36:58 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

smh, Certainly "individualized efficacy" is going to be very significant in the long term. Note that Herceptin is a (somewhat crude) early example. One issue here is that you get a multitude of excellent small drugs instead of one moderately good blockbuster. (This issue of reduced market size apparently nearly killed Herceptin in its infancy). This makes the approach much less appealing from a pure economic viewpoint, unless of course you can charge much more for the individualized drugs. On the tox side, here's an old release from Genset: genxy.com I haven't followed this myself - anyone know if it's still an active program? Peter