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

To: JMarcus who wrote (10894)	3/9/2004 11:03:49 PM
From: zeta1961	Respond to of 52153

Thanks Marc for the updates Not surprised about Dutton not making an impact...it was uninspiring...confirming my concern of dependence on Baxter...which is looking for a CEO...perhaps the Anesthesia conferences next month may be more inspiring to investors...as much as I support the product and it's high potential for success, I'm going to watch the next couple of quarters before adding as much as I'd want... <<<Steve thinks he may be alone in thinking that the big money in biotech in the future lies in diagnostics, rather than in pharmaceuticals. In the future, drugs will become more like commodities and the real value-added service will come from matching the right drug to the individual, with his/her unique genomics and and his/her unique symptoms.>>> Perhaps he's alone amongst his peers...but this year's AACR meeting's main theme is about bioinformatics...specific lectures on the points he makes.... aacr04.agora.com This link takes you to the "program planner"...you just plug in your email address and it allows you inside to view the intinerary...very kool stuff.... Regards, Zeta