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

To: Biomaven who wrote (4507)	4/1/1998 2:09:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Biowa, Welcome back. The genomics revolution will forever change the way drugs are designed and pursued. In the past there was a dearth of targets and a dearth promising compounds. Functional genomics and the understanding of pathways is will greatly expand the number of targets. Combinatorial chemistry and high throughput screening will massively increase the number of promising compounds. The key in the future will be deciding which among many promising compounds is the one to run through expensive clinicals. This is where pharmacogenomics will play a huge role allowing pharma and biotechs to run clinical trials on patients who are genetically prescreened to make sure that the drugs mechanism of action will be both efficatious and safe for those patients. Because of pharmacogenomics drugs that enter the clinic will have a high likelihood of approval. This will change for the better the ecomomics of drug development. V1

To: Biomaven who wrote (4507)	4/1/1998 4:13:00 PM
From: biowa	Read Replies (1) \| Respond to of 9719

Peter, >>I can see this as reducing the risks of biotech, but also maybe reducing the rewards<< Actually, IMO it might increase the opportunities by making less sizable and more complex indications more economically attractive. In other words, if the economic incentive is there now to attack problems of a given riskiness, then as risk is reduced biotech will expand into indications that are currently too risky (but are subsequently lowered below the risk cut-off level). As for absolute cost, I think that you'll always have to pay more for better CUTTING-EDGE performance. Looking at a given technology, however, the price should decrease. biowa