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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: techreports who wrote (35038)	11/19/2000 10:41:48 AM
From: substancep	Respond to of 54805

techreports, <wow...take it easy man.> This is exactly what I have to say to myself anytime someone proposes a "biotech" as a Gorilla or Gorilla candidate. your statements: <HGSI will sell a pill or a drug or whatever.> and <...the most important ones will be for HGSI to make drugs with.> lead me to believe you are not familiar with the pharmaceutical industry and the peripheral relationship HGSI has to said industry. Or, I am clueless about HGSI. I don't think the company is in the drug development business. They only sell snippets of DNA that code for proteins that MIGHT be useful as drug targets, no? One thing I am sure about, though, is that there is no Gorilla in the pharmaceutical industry. Last I heard, Merck only had about 5-7% share of the drug market. Don't get me wrong. Unraveling the human genome will bring thrilling possibilities to my profession. However, I don't invest in the "biotechs" that are working to bring these possibilities to me because I don't think these possibilities will bear any fruit in my lifetime. I am 40. P

To: techreports who wrote (35038)	11/19/2000 1:00:20 PM
From: saukriver	Read Replies (1) \| Respond to of 54805

database rental game? HGSI will sell a pill or a drug or whatever. I consider that a product. Anyone who sells a drug that uses one of HGSI's possible 7,700 patents will pay royalties. I mean, HGSI can't make drugs for all of their patents, so the less lucrative patents will be licensed out and the most important ones will be for HGSI to make drugs with. Revenues is revenues, i don't care if it's considered a retal game. Still a crap load of money HGSI could make. substancep has already flagged that HGSI doesn't sell drugs or products. So, let me leave it with the same point that I posted yesterday. UF said basically the same thing. Unlike QCOM to which you made the analogy, there is nothing to suggest that HGSI's patents will be enforceable. They will be tested in the courts. So to say that "Anyone who sells a drug that uses one of HGSI's possible 7,700 patents will pay royalties." is a big stretch.