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To: t2 who wrote (18299)	2/12/2001 2:09:28 PM
From: bob zagorin	Respond to of 24042

RE CRA: IMHO, it's a great long term buy and hold because it marries high speed computing power with genomics. wait till they turn their processors and sequencers on proteomics. that's when they will make some real news. also, fact that not as many genes may mean patent postions of other cos. like HGSI and INCY are less formiddable and the whole ballgame will be open to CRA's computing power. IAE, as these genomic dbs get accessed thru internet it just creates more demand for JDSU SCMR AVNX MRVC AVCI et. all. <ggg>

To: t2 who wrote (18299)	2/12/2001 2:13:25 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

t2**OFF TOPIC**Celera " secrets of drug discoveries " is currently a luxury this indebted Nation cannot afford. So if they are not funded, there is no profit. If there is no profit, it will be dumped. It happened in 82 or 92 I believe, and then Biotechs went into an 8 year sleep. As I go though the medical journals , the amount of meaningful research is very low. Most of it is people finding something that has little to no use. Most importantly, getting a drug to market , is d a u n t i n g , very time & consuming, and e x t r e m e l y expensive.. Biotechs will flop big time... mark my words. If you are a trader it's OK. If you are not, watch out. Hospitals are bleeding. We are bleeding from unfunded HIV care for example. And I am telling you: we are closing our emergency rooms to this. It will all die. Message 15300302 I am not saying here whether that is right or wrong. I am NOT passing any judgement here. All I am telling you are just the facts as I see them. Everyday, in 6 major hospitals I go to. Half of which are tertiary care centers. Hospitals are bleeding. All we can do now is take care of those we can save, cheaply with proven therapy methods. Those in whom that it looks like we have no cure or that will die shortly we just perform a quick downcode to comfort care unlike throwing weeks of expensive drugs at them. no expensive new drugs or treatments are being entertained. Any new expensive antibiotics I am obligated to ask for an Infectious Disease Consultant, and he routinely orders a cheaper drug, or wait or downcode. Again, I am not passing judgement.Just observing. Grim TA

To: t2 who wrote (18299)	2/12/2001 2:27:41 PM
From: larry	Read Replies (2) \| Respond to of 24042

t2, You need to know much more to evaluate CRA. First, the functional genes are much smaller than what CRA originally thought, therefore, most the genes are already patented by the likes of HGSI. Secondly, according the the industry, CRA's database does not provide that much more information than what's already known. The big pharms don't care about spending some $$ on genomic database as they subscribe a handful of databases at the same time anyway. However, the consensus among leaders SKB, MLNM, PFE etc are that CRA overcharged for their database and some of them are in talks with government to fund them finishing their project. This will significantly undermine CRA's valuation. Finally, the gene patent law has significantly changed to the degree that CRA's gene annotation based on computational biology has no monoplay power over the usage of these genes. And do you know how long it takes to get one decent drug onto the market? MLNM has 12 drugs in the pipeline, but none with great market potential. There is no doubt that biotech will produce some winners in the next 10 years. However, 95% of those will be gone within the next 5 years and the leaders are significantly overvalued based in the outlook within the next 3 years. larry