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

To: biowa who wrote (4506)	3/31/1998 6:32:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 9719

biowa, <<Actually, what if we imagine a world where lead generation/optimization may be slightly more expensive, but significantly more productive? >> By "cheap" I really meant "gets you more for your money." My guess is that both the absolute costs will drop and that the end product will be better. That means more specific, higher potency, fewer side effects, and a much better idea of just which patients it's likely to work on, and which it's likely to do nasty things to. That should in turn mean fewer failures in the clinic. <<As for speeding up, and decreasing the cost, of the innovation cycle, IMO lowers the barriers to entry which almost always favors the smaller, newer competitors.>> However, if to succeed you have to pay Incyte and ARQL and ABSC etc., isn't this another barrier to entry? The big guys have licensed the whole database, and the wannabees have to make do with part of last year's version. I can see this as reducing the risks of biotech, but also maybe reducing the rewards (which of course is a Good Thing except from the narrow perspective of a biotech investor) <G>. Peter