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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Harold Engstrom who wrote (8520)	1/7/2001 12:29:54 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

1. "We may also receive future milestone and royalty payments from database collaborators from the development and sale of their products derived from our technology and database information." 2. Diadexus 3. Collaborations, lots of "scratch my back" collaborations, spanning the spectrum from screening instruments and enhancements for database mining to drug discovery. Example..... who owns the data derived from the CVTX collaboration? Incyte. 4. Arrays 5. 550 issued U.S. patents 6. delphion.com , the latest of 1,706 disclosures listed at the Delphion site. 7. The existing database business, which covers 100% of R&D expenditures and approximately 75% of total operations. I own zero shares. Nada. The last time I purchased shares, it was at about $28, and I considered it a screaming bargain. They ripped soon thereafter, and I didn't hold long. I currently hold some options.