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Biotech / Medical : GLGC Gene Logic -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (194)	4/22/2005 5:43:57 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 360

<dcgn is capturing most of the development upside> maybe that is built into the shares--dcgn's price to book ratio is ten times glgc. Indeed, the street gives a glgc enterprise valuation of less than zero. How can chemical space be so vast (I read that the other day) and yet glgc hasn't yet found a way to generate some value? Would a chemistry partner for glgc be a better fit than a perlegen? DCGN--is this development upside on drugs for smallish populations?

To: keokalani'nui who wrote (194)	4/23/2005 1:10:32 PM
From: Steve Lokness	Read Replies (2) \| Respond to of 360

Isn't Perlegen and DCGN doing almost the same thing - but while Perlegen is finding the information in animals, DCGN is looking at the human genome? <<I don't know how a drug could make it through big pharma and miss an indication.>> Is it the indication they are looking at - or a specif subset of the population? If you could salvage a drug by determining what it was that was toxic (GLGC)to some - but allowed the drug to work for others, that could be very beneficial. Since GLGC is partnering these candidates, might they be able to make money no matter what the outcome? Steve