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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (380)	1/7/1999 12:24:00 PM
From: Steve Lokness	Read Replies (1) \| Respond to of 1073

TD, I am convinced that GLGC has a successful business strategy, but am less clear on who their competition will be and the likely success of that competition. It is hard to imagine the large drug producers or biotechs not needing the information that GLGC can/will offer. I will ask you the same question that I did Rick and that is; how do you compare GLGC to CRGN? Rick mentioned the identification by CRGN of the large number of SNP's, but how big is that for CRGN? Rick, you mentioned that "their" management is different and that "their" burn rate is high, but I am unsure whether you were talking about CRGN or GLGC. If you were talking about CRGN (which I think you were), could you expand a little about their management? I know that CRGN believes that they MUST spend now to harvest information before others. Does anyone know what that might mean to the ultimate success of GLGC? Steve