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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (109)6/13/2001 10:02:59 PM
From: scaram(o)uche  Respond to of 1005
 
>> not saying he has a position now <<

Nope.

Leverage.... well, they can actually *do* what they claim fame for. Whether or not that will translate to utility for their customers is the question.

Some leverage comes from their ongoing efforts to develop and/or in-license diagnostics. I used to think that their patient-specific "homozygous due to deletion of allele" concept for cancer was also "leverage". However, that's just science fiction for the mean time.