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Guys,

I also suggest you take a look at the recent debate we had on Silicon Investor in regards. My enthusiasm for an idea doesn't necessarily make it right. And in fact I bring the issues up to debate the merits. In this case, I'm not so sure I'm that far off (in specific biotech instances) but I don't think that is the general consensus of those who've I've heard from on the topic.

In general, I don't think most biotech companies like Amgen, or even Celera are playing a G&K game. Although a case might be made for Celera and maybe someone will like to make it. But from my cursory analysis I don't think so.

But in some instances, Caliper for one, a G&K game may exist. In fact I'm absolutely positive that Caliper's market is a G&K market. It involves the proprietary production of chips. It really isn't much different from the semiconductor market. I haven't got the chance to look closer at ABSC yet.

But in most instances, such as AMGEN and Millenium, or HGSI, or INCY type companies, there just isn't a GG game or even Royalty game afoot.

Tinker
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