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

To: Rocketman who wrote (5406)	8/1/1998 7:48:00 PM
From: poodle	Respond to of 9719

Rocketman, I always have been told that their sequencing, PCR and oligosynt. equipment is very good, rather the best. They have problems with some other hardware, however. Yes, they are making money on supplies. Tell me now they are the first one of such kind (G). They are doing much more intelligent things, but not to discuss now. Amersham gave them hard time by suppl. their own sequencing reagents. But do not underestimate their R&D. It's very, very good. After PKN was almost kicked from Europe, new chemistry for sequencing was successfully developed. Another revolution, may be not very well visible. Glass plates should be very well done and I don't think you can cut them from your window or even mirror; that's not to say that they are priced reasonably. After human genome is sequenced, automatic sequenc. machines may be in each hospital (as well as PCR machines). Sure AFFX machines may be there instead, or may be MALDI TOF, but that we will see. BTW, about 3% of human genome is sequenced yet, so AFFX may save their breath for sometime. I would keep in mind that the aim is not to have 3 billions nucleotides in the database, but to find what's wrong with this particular patient (or better before s/he has to be patient). Genomes from other organisms are also important, no kidding. Bacterial, for example, as well as genomes of "food". Your point is very good: PKN (PE+ABI) were strategically much stronger than tactically, but no one is ideal in this world. Finally, look at this story with Ventor from different angle. What happened after announcement? Scientists decided that Genome Project should be accelerated (urgent) not to allow private Cos to own human genome. Acceleration means more money, more machines, more reagents... Guess who will benefit...And guess, was this reaction predictable? That's not to say that PKN is underpriced. Have a nice weekend.