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

To: tuck who wrote (1400)	3/27/2003 11:41:25 AM
From: tuck	Respond to of 1784

Several Tricklish notes from the Lab Consumer Archives this week . . . Perkin Elmer's new MALDI/TOF featuring orthogonal geometry: the-scientist.com IVGN's new cDNA library construction technology: the-scientist.com ABI's SNPlex system for ultrahigh-throughput genotyping, now in beta testing: the-scientist.com While Drug Discovery & Development looks at the end next steps in whole genome sequencing. This includes the coming demise of the Sanger system, as well as its replacements, including the development by Agilent of a single stranded technology discovered by folks at Harvard, noted here a couple of years ago . . . dddmag.com Also from DD&D, a look at saving time and money in assay development for high-throughput screening: dddmag.com And also, the pros and cons of using animal models for screening and target validation instead of in vitro methods. Mention of LEXG and Xenogen (sentimental favorite) here: dddmag.com Cheers, Tuck

To: tuck who wrote (1400)	3/27/2003 9:42:08 PM
From: Spekulatius	Read Replies (1) \| Respond to of 1784

<<Folks are beating up on AFFX of late:>> I think I would take my money and run. AFFX has performed well compared to most peers but a general spending weakness may even get to the strongest sector players. AFFX valuation is fairly rich, with a market cap of 1.5B$ and 150M$ book value. They also have a convertible with 368M$ outstanding - indeed it's a mystery to me why they have not issued stock at current prices yet to pay off the debt.