Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (4505)	3/31/1998 5:55:00 PM
From: biowa	Read Replies (1) \| Respond to of 9719

Peter, >>Let's imagine a world in which lead generation/optimization is cheap.<< I'm not sure that's the answer. Actually, what if we imagine a world where lead generation/optimization may be slightly more expensive, but significantly more productive? For example, I belive the current odds are that 1 in 25 candidates actually makes it to market (somebody correct me). If we can increase those odds to 1 in 15, or even 1 in 10, then the cost of lead generation/optimization PER MARKETED PRODUCT will drop precipitously even if the per candidate cost rises by 10-20%. Interesting question on who this benefits. As for speeding up, and decreasing the cost, of the innovation cycle, IMO this just lowers the barriers to entry which almost always favors the smaller, newer competitors. biowa