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Hey guys,

Thanks for all your input. This really is a rapidly developing and explosive industry where discontinuous innovation can pop up at any time. I still think the use of G&K tenets can be helpful in picking biotech candidate companies. But I just want to make clear to everyone, so there is no mistake, you don't replace your core Gorillas with biotech Gorilla Candidate type companies. We don't know how well the framework will hold up with biotechs and the technology is changing fast. These markets are just not mature enough. What I do think G&K provides in biotech is a tool to help you make better selections in this emerging area, if you so choose to do some dabbling in the area.

But aside from that I'll check our Elric's board and look into FTSE and Morphosys and continue my education.

Thanks all.

Tinker
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