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

To: Rocketman who wrote (6287)	1/15/1999 8:07:00 PM
From: Pseudo Biologist	Respond to of 9719

Re <<You must have been either hovering on the trigger or got lucky in your timing. >> It did stay for quite a bit in the 29 bid/29 and change ask. When I saw the release re. AFFX, I figured whatever damage there was behind the move was not worth that many points. AIMM? what are you smoking? -g- Is this the chicken bones company? I can't keep them straight -g- PB (small Xoma holder, so you can make fun back)

To: Rocketman who wrote (6287)	1/15/1999 10:32:00 PM
From: scaram(o)uche	Respond to of 9719

Rman: Yup. Randy Scott knocked my socks off in the Incyte Genetics presentation. He described the price per gene sequence and the initial focus on gene rich regions and CpG islands. It's pretty much a race, and he was just saying that a clever focus on strategy will get you the info you need faster than a focus on exhaustive mapping, but that there's a need eventually for both. The MegaBace (sp?) systems are up and running. I'm not the person to report further, as I was learning, as I listened and questioned, about the relative quality of one company's SNPs when compared to what another company might call an SNP. Poking around, however, and still feel that there's room for eggs in more than one basket. Genset management was a touch touchy when I asked them about CRGN's SNPs, indicating that they perhaps were of rather low quality. Cheers! Rick