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No. of Recommendations: 2
Tinker,

"The key to investing is not assessing how much industry is going to affect society or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. The products or services that have wide, sustainable moats around them are the ones that deliver rewards to investors."


The above quotation is attributed to ....... Geoffrey Moore? No. The above statement is attributed to Warren Buffett.

But Buffett admits that he doesn't understand technology so he does not apply his paradigm to that sector. Geoffrey Moore does understand technology and has built upon Buffett's work (among others) to develop the gorilla game approach, the purpose of which is to "provide a platform for consistently outperforming the market in the sector of high tech" (p. 149).

Since biotechnology is a different sector than technology, by definition, this is not gorilla gaming. However, you have put forward a viable hypothesis in applying Moore's concepts to the field of biotechnology. Will the hypothesis test out? Too early to tell. But it is worth watching and even testing out with some $ (all in the name of science, of course).

Thanks for putting forth your hypothesis in such a cogent manner. I wonder if this is how Geoffrey Moore got started? :)
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