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Author: JDBarron Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 36502  
Subject: Re: celera and rule breakers rules Date: 3/6/2000 9:57 AM
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RE:
""the company should be a top dog and a first mover..."although this is true for celera, in my opinion it won't give the compamy a big advantage if any since we all know the completion of the genome mapping is far from the application to the first patient (measured in years). Therefore other companies and the government agencies involved in the same research will be there to deliver the goods as well just without spending so much money in the process."
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Read the FAQs (button at top left) and the Celera tour (button at bottom) and familiarize yourself with Celera's business plan. Celera has never had any plans to develop drugs. It will sell INFORMATION services. You are shooting at the wrong target.
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EW:
". "the compamy need to demonstrate sustainable advantage..."a lot has been written about the inability to make a traditional financial analysis on a company
which only lose money. however, in contrast to other rule breakers even the product of the company is not something we can really evaluate. following completion
mapping the genome the data should be later cleaned so only important genes remain."
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Where on earth did you get THAT idea! No, the data will NOT be "cleaned so only important genes remain"! Much of the value in the data is in its completeness. WHO KNOWS what the "important" genes are?
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RE:
"the next stage should be translation to possible therapeutic interventions in a variety of diseases. and finaly, unpleasant surprise, many of the products won't work as expected because this is the nature of multifactorial diseases such as cancer."
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Once again, you are shooting at the wrong target. Repeat 500 times: "Celera will NOT be producting drugs!" OTHERS will take the risks of drug development. That is one of the advantages of investing in Celera.


Celera does have some risk. But you are apparently greatly exaggerating the degree of risk because you know far too little about what Celera is and is doing.

so in conclusion there are many ifs in the process and this is not necessarily "what you get is what you see""
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