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

To: scaram(o)uche who wrote (2839)	2/7/2001 1:48:49 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Linking pharmacogenomics to genomics will lead to increased output. Lehman/McKinsey sort of referred to this in the Q&A after their presentation. Didn't fit their thesis, so they sort of brushed it off as best I recall. Personally, I think your point will eventually have the single most dramatic effect on drug development expense of anything I can think of. If you can identify a subgroup ahead of time for which the drug works (or doesn't work) it has a huge effect on the size of the Phase III efficacy studies you need. Admittedly the report was focused on the near term (next 5 years) and so perhaps this effect would be beyond their time horizon. Peter