When GLGC has a BIL$dollar$ drug... - 500 Beiträge pro Seite
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Titel | letzter Beitrag | Aufrufe |
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01.05.24, 18:36 | 277 | |
02.05.24, 18:44 | 210 | |
gestern 23:25 | 187 | |
gestern 23:19 | 172 | |
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heute 00:18 | 83 |
Meistdiskutierte Wertpapiere
Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
---|---|---|---|---|---|---|---|
1. | 1. | 18.207,00 | +0,83 | 261 | |||
2. | 2. | 10,580 | +9,07 | 80 | |||
3. | 4. | 1,2800 | +46,29 | 70 | |||
4. | 3. | 184,76 | +1,97 | 67 | |||
5. | 5. | 93,35 | +0,68 | 37 | |||
6. | 6. | 6,9200 | +0,64 | 34 | |||
7. | 8. | 6,7980 | +1,93 | 27 | |||
8. | 7. | 20,670 | +17,98 | 26 |
this few MIL dollar loss will be peanuts.
Hi,
diesen Satz hab ich in einem US-Board gelesen und dies gibt zu denken!
Da in den anderen GLGC-threads sehr wenig geschrieben wird, wollte ich
auch mal einen thread aufmachen. Hat ja geklappt!
Profil von Gene Logic
About Gene Logic Inc.
Gene Logic Inc. is a leading genomics and bioinformatics company that
develops proprietary information products, software, and research services
and markets them to the global pharmaceutical and life science industries. The
company`s information products combine software tools with large-scale gene
expression information, which specifies the degree to which genes are active in
a broad range of normal, diseased, and treated conditions. This combination
enables scientists to produce new biological knowledge by integrating this
proprietary expression information with a growing array of biological
information available on the Internet. The company`s broad range of products
and services enable customers to accelerate the discovery and development of
new drugs, diagnostics, and agricultural products.
Customers and Collaborators
American Home Products Corporation`s Wyeth-Ayerst Research Division
Hoechst Schering AgrEvo GmbH
Japan Tobacco Inc.
Merck & Company Inc.
NV Organon, a pharmaceutical unit of Akzo Nobel NV
Procter & Gamble Pharmaceuticals
Rhône-Poulenc Rorer Inc.
Schering-Plough Corporation
SmithKline Beecham
UCB Research Inc., a division of UCB Pharma
Mission
The mission of Gene Logic Inc. is to accelerate the pace, reduce the cost, and
improve the predictability of drug discovery and development through the
provision of genomics, bioinformatics, and pharmacogenomics technologies.
Products
Gene Logic Inc. has an array of products and services including:
Proprietary databases of gene expression for drug target discovery and
development
Novel screening technology for identifying new drug leads, and
Comprehensive bioinformatics systems for analyzing, managing, and
integrating biological information into the drug discovery process.
Mfg
Hi,
diesen Satz hab ich in einem US-Board gelesen und dies gibt zu denken!
Da in den anderen GLGC-threads sehr wenig geschrieben wird, wollte ich
auch mal einen thread aufmachen. Hat ja geklappt!
Profil von Gene Logic
About Gene Logic Inc.
Gene Logic Inc. is a leading genomics and bioinformatics company that
develops proprietary information products, software, and research services
and markets them to the global pharmaceutical and life science industries. The
company`s information products combine software tools with large-scale gene
expression information, which specifies the degree to which genes are active in
a broad range of normal, diseased, and treated conditions. This combination
enables scientists to produce new biological knowledge by integrating this
proprietary expression information with a growing array of biological
information available on the Internet. The company`s broad range of products
and services enable customers to accelerate the discovery and development of
new drugs, diagnostics, and agricultural products.
Customers and Collaborators
American Home Products Corporation`s Wyeth-Ayerst Research Division
Hoechst Schering AgrEvo GmbH
Japan Tobacco Inc.
Merck & Company Inc.
NV Organon, a pharmaceutical unit of Akzo Nobel NV
Procter & Gamble Pharmaceuticals
Rhône-Poulenc Rorer Inc.
Schering-Plough Corporation
SmithKline Beecham
UCB Research Inc., a division of UCB Pharma
Mission
The mission of Gene Logic Inc. is to accelerate the pace, reduce the cost, and
improve the predictability of drug discovery and development through the
provision of genomics, bioinformatics, and pharmacogenomics technologies.
Products
Gene Logic Inc. has an array of products and services including:
Proprietary databases of gene expression for drug target discovery and
development
Novel screening technology for identifying new drug leads, and
Comprehensive bioinformatics systems for analyzing, managing, and
integrating biological information into the drug discovery process.
Mfg
Article for Gene Logic Inc (NASDAQ NM:GLGC)
2:14 PM
most recent headlines
next article:
Featured Articles From BusinessWeek Online`s Daily Briefing - 10/31/00
TUESDAY, OCTOBER 31, 2000 2:14 PM
- PRNewswire
NEW YORK, Oct 31, 2000 /PRNewswire via COMTEX/ -- The full version of the following articles are now available on
BusinessWeek Online`s Daily Briefing at (http://www.businessweek.com/today.htm)." target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/today.htm).
SECURITY NET: Inexcusable Insecurity: Microsoft Is Hardly Alone
By Alex Salkever
http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_939.htm" target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_939.htm
"The real concern here is not that Microsoft got broken into. The real
question is: What can the mom-and-pop companies and even the middle-class
companies do for security if Microsoft, with that staff and that funding,
has these types of security issues?" Tim Belcher, chief technology
officer of Internet security company RIPtech asks.
The easy answer is that they can update their software in a timely
fashion and rein in remote usage over unsecured machines. But Microsoft
and the millions of other companies that rely on computers more and more
as communications tools all face a common enemy in the resistance of
heir employees to adopt cumbersome security measures.
STREET WISE: Why Ford Could Keep on Truckin`
By Margaret Popper
http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_386.htm" target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_386.htm
Investors got understandably jumpy when they first saw news shots of Ford
Explorers rolled onto their roofs by the side of the road. Small wonder
Ford Motor Co.`s stock ( F ) dropped almost 50% at the beginning of
August and has remained in the mid-20s ever since. But investors
probably overreacted.
Of the three U.S. auto giants, Ford isn`t the carmaker that analysts are
most worried about. It`s unlikely auto makers will have the same record
sales in 2001 that they`re having this year, but analysts still expect
U.S. car sales to remain robust -- and Ford will get its fair share.
NEWS ANALYSIS: A More Controversial Road to Gene Mapping
By Eric Niiler
http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_985.htm" target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_985.htm
Retrieving malignant tumor tissue and diseased body parts that surgeons
have removed from sick patients might seem a macabre way to benefit from
the ongoing biotech boom in DNA research. But Gene Logic is doing just
that. The Gaithersburg (Md.) company sells subscriptions to the
databases it has built around its rapidly growing collection of tissue
samples.
Gene Logic isn`t alone. An increasing growing number of startup and
established outfits, including gene giant Incyte Genomics, now have
tissue-collection programs. They hope DNA replicated from these discards
will provide a road map to the diseases that brought the patients to the
hospital in the first place.
SOURCE BusinessWeek Online
CONTACT: Andrew Palladino of BusinessWeek Online, 212-512-2680
URL: http://www.businessweek.com
http://www.prnewswire.com
(C) 2000 PR Newswire. All rights reserved.
KEYWORD: New York
2:14 PM
most recent headlines
next article:
Featured Articles From BusinessWeek Online`s Daily Briefing - 10/31/00
TUESDAY, OCTOBER 31, 2000 2:14 PM
- PRNewswire
NEW YORK, Oct 31, 2000 /PRNewswire via COMTEX/ -- The full version of the following articles are now available on
BusinessWeek Online`s Daily Briefing at (http://www.businessweek.com/today.htm)." target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/today.htm).
SECURITY NET: Inexcusable Insecurity: Microsoft Is Hardly Alone
By Alex Salkever
http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_939.htm" target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_939.htm
"The real concern here is not that Microsoft got broken into. The real
question is: What can the mom-and-pop companies and even the middle-class
companies do for security if Microsoft, with that staff and that funding,
has these types of security issues?" Tim Belcher, chief technology
officer of Internet security company RIPtech asks.
The easy answer is that they can update their software in a timely
fashion and rein in remote usage over unsecured machines. But Microsoft
and the millions of other companies that rely on computers more and more
as communications tools all face a common enemy in the resistance of
heir employees to adopt cumbersome security measures.
STREET WISE: Why Ford Could Keep on Truckin`
By Margaret Popper
http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_386.htm" target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_386.htm
Investors got understandably jumpy when they first saw news shots of Ford
Explorers rolled onto their roofs by the side of the road. Small wonder
Ford Motor Co.`s stock ( F ) dropped almost 50% at the beginning of
August and has remained in the mid-20s ever since. But investors
probably overreacted.
Of the three U.S. auto giants, Ford isn`t the carmaker that analysts are
most worried about. It`s unlikely auto makers will have the same record
sales in 2001 that they`re having this year, but analysts still expect
U.S. car sales to remain robust -- and Ford will get its fair share.
NEWS ANALYSIS: A More Controversial Road to Gene Mapping
By Eric Niiler
http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_985.htm" target="_blank" rel="nofollow ugc noopener">http://www.businessweek.com/bwdaily/dnflash/oct2000/nf20001031_985.htm
Retrieving malignant tumor tissue and diseased body parts that surgeons
have removed from sick patients might seem a macabre way to benefit from
the ongoing biotech boom in DNA research. But Gene Logic is doing just
that. The Gaithersburg (Md.) company sells subscriptions to the
databases it has built around its rapidly growing collection of tissue
samples.
Gene Logic isn`t alone. An increasing growing number of startup and
established outfits, including gene giant Incyte Genomics, now have
tissue-collection programs. They hope DNA replicated from these discards
will provide a road map to the diseases that brought the patients to the
hospital in the first place.
SOURCE BusinessWeek Online
CONTACT: Andrew Palladino of BusinessWeek Online, 212-512-2680
URL: http://www.businessweek.com
http://www.prnewswire.com
(C) 2000 PR Newswire. All rights reserved.
KEYWORD: New York
Servus tjatja
ist doch toll wenn glgc auch mal erwähnt wird!
mfg
ist doch toll wenn glgc auch mal erwähnt wird!
mfg
Guten Morgen
das Interview mit GLGC/AFFX soll gut gelaufen sein! Die Sprache war von einem Softwarekreis
den man beitretten will. Hört sich doch fantastisch an.
mfg
das Interview mit GLGC/AFFX soll gut gelaufen sein! Die Sprache war von einem Softwarekreis
den man beitretten will. Hört sich doch fantastisch an.
mfg
da sollte man sich Gedanken machen
Das Hautprodukt sei die Datenbank GeneExpress, welche vor allem
Informationen darüber enthalte, wie die Gentechnik auf die 5.000 bis
10.000 Zielsubstanzen wirke. Die Datenbank solle in den nächsten zwei bis
drei Jahren von derzeit 42 Mio. gentechnischen Informationen mehr als 3
Milliarden gentechnologische Einzeldaten auf Basis von Gewebeproben
enthalten. Es werde mit einer Umsatzverdoppelung auf knapp 37 Mio. USD im
laufenden Jahr gerechnet.
Der Anleger sollte sich schnellstens mit dem Papier eindecken, so die
Analystenmeinung.
mfg
Das Hautprodukt sei die Datenbank GeneExpress, welche vor allem
Informationen darüber enthalte, wie die Gentechnik auf die 5.000 bis
10.000 Zielsubstanzen wirke. Die Datenbank solle in den nächsten zwei bis
drei Jahren von derzeit 42 Mio. gentechnischen Informationen mehr als 3
Milliarden gentechnologische Einzeldaten auf Basis von Gewebeproben
enthalten. Es werde mit einer Umsatzverdoppelung auf knapp 37 Mio. USD im
laufenden Jahr gerechnet.
Der Anleger sollte sich schnellstens mit dem Papier eindecken, so die
Analystenmeinung.
mfg
Article for Gene Logic Inc (NASDAQ NM:GLGC)
4:45 PM
most recent headlines
next article:
The AEA Classic Conference to be Broadcast by Investor Broadcast Network Over the Internet
- Part 8
FRIDAY, NOVEMBER 03, 2000 4:45 PM
- BusinessWire
PHILADELPHIA, Nov 3, 2000 (BUSINESS WIRE) -- The AEA Classic will be broadcast by Investor Broadcast Network
beginning Monday, November 6 at 11:00 AM Eastern and continuing through Friday, November 10.
This press release contains only a partial list of presenting companies. A complete list of presenting companies can
be found at http://www.vcall.com/NASApp/VCall/EventPage?ID=52465." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52465. Participating companies are subject to
change, so please check back often.
The following companies and speakers will be available for on-demand listening on Friday, November 10, 2000 at 8:00
AM Eastern:
-- Geoworks Corporation (NASDAQ: GWRX) executives at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52206" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52206
-- Digimarc Corporation (NASDAQ: DMRC) CFO E.K. Ranjit, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52204" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52204
-- Itron, Inc. (NASDAQ: ITRI) CEO LeRoy Nosbaum, and VP of IR,
Mima Scarpellui, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52208" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52208
-- Jacada Ltd. (NASDAQ: JCDA) President, Michael Potts, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52209" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52209
-- Gene Logic, Inc. (NASDAQ: GLGC) Director of Corporate
Communications, Robert Burrows, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52205" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52205
-- Applied Films Corporation (NASDAQ: AFCO) President and CEO,
Thomas Edman, and CFO, Lawrence Firestone, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52202" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52202
-- iManage, Inc. (NASDAQ: IMAN) President and CEO, Max Panjwani,
and CFO, Mark Culhane, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52207" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52207
-- Corillian Corporation (NASDAQ: CORI) CFO, Steve Sipowicz, and
EVP Corporate Development, Alex Hart, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52203" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52203
-- MSC.Software Corporation (NYSE: MNS) CEO and Chairman, Frank
Perna, at http://www.vcall.com/NASApp/VCall/EventPage?ID=52210" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52210
-- Prime Response, Inc. (NASDAQ: PRME) President and CEO, Peter
Boni, and CFO, Fred Phillips, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52211" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52211
This event is also available through Investor Broadcast Network`s Vcall.com and InvestorConference.com websites,
located at http://www.vcall.com, and http://www.InvestorConference.com, respectively. Listeners should go to one
website at least fifteen minutes before these events to download and install any necessary audio software. For those
unable to attend the live broadcast, a replay will be available for 90 days unless otherwise requested by a participating
company. There is no charge to access any event.
About Investor Broadcast Network
Investor Broadcast Network is the leading broadcaster of real-time investment information and analysis on the Internet.
With a complete portfolio of web-based broadcast communication services, the company gives investors access to the
inner circle of corporate executives and industry thought leaders, while providing public companies with an efficient
online investor relations strategy that meets their financial needs and reduces the high-risk of selective disclosure. For
more information on Investor Broadcast Network visit www.investorbroadcast.com
mfg
schönes Wochende zusammen
4:45 PM
most recent headlines
next article:
The AEA Classic Conference to be Broadcast by Investor Broadcast Network Over the Internet
- Part 8
FRIDAY, NOVEMBER 03, 2000 4:45 PM
- BusinessWire
PHILADELPHIA, Nov 3, 2000 (BUSINESS WIRE) -- The AEA Classic will be broadcast by Investor Broadcast Network
beginning Monday, November 6 at 11:00 AM Eastern and continuing through Friday, November 10.
This press release contains only a partial list of presenting companies. A complete list of presenting companies can
be found at http://www.vcall.com/NASApp/VCall/EventPage?ID=52465." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52465. Participating companies are subject to
change, so please check back often.
The following companies and speakers will be available for on-demand listening on Friday, November 10, 2000 at 8:00
AM Eastern:
-- Geoworks Corporation (NASDAQ: GWRX) executives at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52206" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52206
-- Digimarc Corporation (NASDAQ: DMRC) CFO E.K. Ranjit, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52204" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52204
-- Itron, Inc. (NASDAQ: ITRI) CEO LeRoy Nosbaum, and VP of IR,
Mima Scarpellui, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52208" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52208
-- Jacada Ltd. (NASDAQ: JCDA) President, Michael Potts, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52209" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52209
-- Gene Logic, Inc. (NASDAQ: GLGC) Director of Corporate
Communications, Robert Burrows, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52205" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52205
-- Applied Films Corporation (NASDAQ: AFCO) President and CEO,
Thomas Edman, and CFO, Lawrence Firestone, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52202" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52202
-- iManage, Inc. (NASDAQ: IMAN) President and CEO, Max Panjwani,
and CFO, Mark Culhane, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52207" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52207
-- Corillian Corporation (NASDAQ: CORI) CFO, Steve Sipowicz, and
EVP Corporate Development, Alex Hart, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52203" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52203
-- MSC.Software Corporation (NYSE: MNS) CEO and Chairman, Frank
Perna, at http://www.vcall.com/NASApp/VCall/EventPage?ID=52210" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52210
-- Prime Response, Inc. (NASDAQ: PRME) President and CEO, Peter
Boni, and CFO, Fred Phillips, at
http://www.vcall.com/NASApp/VCall/EventPage?ID=52211" target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/NASApp/VCall/EventPage?ID=52211
This event is also available through Investor Broadcast Network`s Vcall.com and InvestorConference.com websites,
located at http://www.vcall.com, and http://www.InvestorConference.com, respectively. Listeners should go to one
website at least fifteen minutes before these events to download and install any necessary audio software. For those
unable to attend the live broadcast, a replay will be available for 90 days unless otherwise requested by a participating
company. There is no charge to access any event.
About Investor Broadcast Network
Investor Broadcast Network is the leading broadcaster of real-time investment information and analysis on the Internet.
With a complete portfolio of web-based broadcast communication services, the company gives investors access to the
inner circle of corporate executives and industry thought leaders, while providing public companies with an efficient
online investor relations strategy that meets their financial needs and reduces the high-risk of selective disclosure. For
more information on Investor Broadcast Network visit www.investorbroadcast.com
mfg
schönes Wochende zusammen
Hi Meier M.
Amerikanischen boards zufolge sollen mit 2 Großkunden schon gespräche geführt werden!!!
Kannst du mir das bestätigen?
hab mir das nochmals überlegt, wenn GLGC nur eine "drug" findet könnte dies einen Raketenschub
geben.
Das herumreichen mit Kurszielen ist ja sehr beliebt aber "die amis spinnen" hier werden
KZ`s von sage und schreibe 400$ angepriesen!!! Mein Schaden sollte es nicht sein aber
man muß das schon etwas realistischer sehen und veranschlage auf Sicht v. 12 Monaten
ein persönliches KZ von 150% das wären immer noch das 6fache v. gestrigen Kurs!
Find mein KZ auch nicht überzogen da die MK dann ca.3,9 Millarden wäre das für einen
Zukunftswert wie GLGC nicht besonders hoch ist.
mfg
Amerikanischen boards zufolge sollen mit 2 Großkunden schon gespräche geführt werden!!!
Kannst du mir das bestätigen?
hab mir das nochmals überlegt, wenn GLGC nur eine "drug" findet könnte dies einen Raketenschub
geben.
Das herumreichen mit Kurszielen ist ja sehr beliebt aber "die amis spinnen" hier werden
KZ`s von sage und schreibe 400$ angepriesen!!! Mein Schaden sollte es nicht sein aber
man muß das schon etwas realistischer sehen und veranschlage auf Sicht v. 12 Monaten
ein persönliches KZ von 150% das wären immer noch das 6fache v. gestrigen Kurs!
Find mein KZ auch nicht überzogen da die MK dann ca.3,9 Millarden wäre das für einen
Zukunftswert wie GLGC nicht besonders hoch ist.
mfg
Ein herzliches Servus aus Bayern tjatja,
das selbe hab ich auch vernommen nur ganz so optimistisch bin ich nich, ein Kursziel on 100$
sind in meinen Augen auf 12 M. durchaus erreichbar und das wäre noch eine *4!
mfg
das selbe hab ich auch vernommen nur ganz so optimistisch bin ich nich, ein Kursziel on 100$
sind in meinen Augen auf 12 M. durchaus erreichbar und das wäre noch eine *4!
mfg
M:M: man wird ja noch träumen...
Gruß
Gruß
Aus Suntrade. de
"Ähnlich wie der Computerchip die Welt revolutionierte, werden in nächster Zukunft Biochips die Medizin und damit unser Leben verändern", schrieb die US-Zeitschrift
Fortune. Der Hausarzt wird dann nur ein paar Zellen aus einer Blutprobe benötigen, um mit Hilfe eines solchen Chips einen Alzheimer- oder Krebstest durchzuführen. Auf
Biochips ist die fortschrittlichste Methode der Analytik von Biomolekülen möglich: wo bisher Hunderte oder Tausende von Einzelversuchen im Reagenzglas notwenig
waren, finden diese nun auf einer kleinen Glasplatte statt. Insbesondere bei der Analyse von Erbsubstanz spielen die Biochips eine Rolle. Dann spricht man von Genchips.
Auf kleinstem Raum, etwa einem 1,8 mal 1,8 Zentimeter großem Glasplättchen, können Tausende von Erbgutschnipseln aufgebracht werden. Das sind Genstücke,
sogenannte cDNAs, oder nur sehr kleine Fragmente aus einer kurzen Abfolge von Basen (Oligonucleotide).
Einer der ersten Chips, den Affymetrix produzierte, enthält zum Beispiel alle rund 6000 Gene der Bäckerhefe. Sie wurden ähnlich wir bei der Herstellung von Computerchips
mit einem photolithographischen Verfahren aufgebracht. Die Erbgutschnipsel ragen wie die Wollfäden eines Flokkatiteppichs in die Höhe und können mit den Genen
reagieren, die sich in einer Probe befinden. Diesen Vorgang nennt man hybridisieren. Dort wo sich ähnliche Genstücke zusammenfinden, leuchten auf dem Chip winzige
fluoreszierende Punkte auf, die ein Laser sichtbar macht. Diese Signale zeigen dem Arzt etwa, ob in den Zellen des Patienten ein bestimmtes Krebsgen vorkommt oder
nicht. Was früher ein Forscher nur mit enormen Aufwand in wochenlangen Experimenten durchführen konnte, erledigen nun Analysegeräte vollautomatisch und schnell. In
den letzten zwei Jahren brachte Affymetrix bereits einige Genchips auf den Markt, die das Potential der neuen Technik deutlich machen. Mit einem HIV-Genchip können
sich Aidspatienten testen lassen, ob ihr Virus bereits Resistenzen gegen ihre Medikamente entwickelt hat. Mit einem anderen Chip läßt sich die Aktivität des Krebsgens
p53 untersuchen. Zusammen mit der Firma OncorMed (jetzt: Gene Logic) entwickeln Forscher bei Affymetrix derzeit auch einen Chip mit dem sich die Brustkrebsgene
BRCA1 und BRCA2 analysieren lassen. "Wenn wir die Expression von Krebsgenen verstehen, können wir auch die Therapie dieser komplexen Krankheit verbessern", sagt
Timothy Triche von Oncormed. Ein solcher Gentest via Chip könnte also in Zukunft nicht nur die Diagnose einer Krebserkankung präzisieren, sondern auch die Art der
Therapie entscheidend beeinflussen.
Das in Santa Clara ansässige Unternehmen Affymetrix erreichte etwas, was niemand für möglich gehalten hätte: das Unternehmen erreichte jetzt schon die knapp die
Gewinnzone, obwohl Analysten von einem Verlust !!! von 0,12 US$ je Aktie rechneten. Mit dem Erreichen der Gewinnzone im dritten Quartal konnte man positiv
überraschen. Dies unterstreicht nicht nur das starle Wachstum des Wertes, sondern macht vielmehr deutlich, daß der Marktführer im Segment der DNA-Chips eine neue
Ära eingeläutet hat. Der Umsatz für die ersten 9 Monate diesen Jahres lag bei 141,4 Mio. US$, von denen knapp 56 Mio. US$ im letzten Quartal erzielt werden konnten.
Der Umsatzanstieg zum Vorjahresquartal beträgt 89%. Stark steigend bei Affymetrix sind die Erlöse aus dem Bereich Lizenzgebühren (2.Quartal: 3% der Gesamtumsätze,
3.Quartal: 15% der Gesamtumsätze). Round about 125 verschiedene Einrichtungen aus dem akademischen und dem kommerziellen Bereich nutzen mittlerweile die
Technologie von Affymetrix, besonders in wissenschaftlichen Einrichtungen sind die DNA-Chips zum Arbeitsmittel geworden. Daneben nutzen mehr als 20 Unternehmen
als Lizenznehmer die Technologie des Biotechgiganten (z.B. MWG-Biotech). Der Patentrechtstreit mit Oxford Gene Technology wurde zugunsten von Affymetrix
entschieden (Affymetrix besitzt somit gültige Lizenzen, die den Gebrauch der Technologien von Oxford Gene Technology ermöglichen), was dem Kurs in den kommenden
Tagen weiteren Aufschwung verleihen sollte. Interessant ist der Konkurrenzkampf mit dem Unternehmen Incyte, welches Syntheni, ein Biochipunternehmen, kaufte und
somit die eigene Positionierung im Genomicsbereich nutzen wollte, um auch im Bereich der Biochips eine bedeutende Marktstellung einzunehmen. Syntheni befand sich
in einem Rechtstreit mit Affxmetrix, die die Offensive von Incyte auf juristischen Wege ausbremsen konnten.
Affymetrix legte nach diesen Meldungen um über 30% zu, und öffnete ein GAP, welches auf grund der überhitzten Situation von 14er RSI und 10er WLR in den
kommenden Tagen sichelrich geschlossen wird. Die Marktkapitalisierug liegt momentan bei 4,4 Mrd. US$, die vom Konkurrenten Incyte bei nur 2,5 Mrd. US$. Prognosen
zufolge soll der Biochipmarkt im Jahr 2005 ein Gesamtvolumen von rund 6 Mrd. US$ betragen. Durch hohe Preise in der Produktion im DNA-Chipmarkt-Segment fallen die
Gewinne, die damit generiert werden können weiter und weiter ab, je kommerzieller der Bereich wird. Parallel dazu drängen immer mehr Wettbewerber auf den Markt, die
Applikationen für den breiten Markt anbieten und so den Volumenzuwachs dieses Segmentes kompensieren würden. M.E. wird Affymetrix seine Marktführung weiter
verteidigen können und weitere Marktanteile durch diverse Aquisitionen hinzugewinnen können.
Vor einer Positionierung sollte wie oben erwähnt das Schließen des GAP`s abgewartet werden, im Bereich von 64 US$ können erst Stücke gekauft werden. Ziel auf
mittelfristige Sicht sind 100 US$, auch ein Optionsschein erscheint auf entsprechendem Niveau interessant.
P.S.: allein die Zusammenarbeit mit AFFX ist schon 500Mil. Wert!
mfg
"Ähnlich wie der Computerchip die Welt revolutionierte, werden in nächster Zukunft Biochips die Medizin und damit unser Leben verändern", schrieb die US-Zeitschrift
Fortune. Der Hausarzt wird dann nur ein paar Zellen aus einer Blutprobe benötigen, um mit Hilfe eines solchen Chips einen Alzheimer- oder Krebstest durchzuführen. Auf
Biochips ist die fortschrittlichste Methode der Analytik von Biomolekülen möglich: wo bisher Hunderte oder Tausende von Einzelversuchen im Reagenzglas notwenig
waren, finden diese nun auf einer kleinen Glasplatte statt. Insbesondere bei der Analyse von Erbsubstanz spielen die Biochips eine Rolle. Dann spricht man von Genchips.
Auf kleinstem Raum, etwa einem 1,8 mal 1,8 Zentimeter großem Glasplättchen, können Tausende von Erbgutschnipseln aufgebracht werden. Das sind Genstücke,
sogenannte cDNAs, oder nur sehr kleine Fragmente aus einer kurzen Abfolge von Basen (Oligonucleotide).
Einer der ersten Chips, den Affymetrix produzierte, enthält zum Beispiel alle rund 6000 Gene der Bäckerhefe. Sie wurden ähnlich wir bei der Herstellung von Computerchips
mit einem photolithographischen Verfahren aufgebracht. Die Erbgutschnipsel ragen wie die Wollfäden eines Flokkatiteppichs in die Höhe und können mit den Genen
reagieren, die sich in einer Probe befinden. Diesen Vorgang nennt man hybridisieren. Dort wo sich ähnliche Genstücke zusammenfinden, leuchten auf dem Chip winzige
fluoreszierende Punkte auf, die ein Laser sichtbar macht. Diese Signale zeigen dem Arzt etwa, ob in den Zellen des Patienten ein bestimmtes Krebsgen vorkommt oder
nicht. Was früher ein Forscher nur mit enormen Aufwand in wochenlangen Experimenten durchführen konnte, erledigen nun Analysegeräte vollautomatisch und schnell. In
den letzten zwei Jahren brachte Affymetrix bereits einige Genchips auf den Markt, die das Potential der neuen Technik deutlich machen. Mit einem HIV-Genchip können
sich Aidspatienten testen lassen, ob ihr Virus bereits Resistenzen gegen ihre Medikamente entwickelt hat. Mit einem anderen Chip läßt sich die Aktivität des Krebsgens
p53 untersuchen. Zusammen mit der Firma OncorMed (jetzt: Gene Logic) entwickeln Forscher bei Affymetrix derzeit auch einen Chip mit dem sich die Brustkrebsgene
BRCA1 und BRCA2 analysieren lassen. "Wenn wir die Expression von Krebsgenen verstehen, können wir auch die Therapie dieser komplexen Krankheit verbessern", sagt
Timothy Triche von Oncormed. Ein solcher Gentest via Chip könnte also in Zukunft nicht nur die Diagnose einer Krebserkankung präzisieren, sondern auch die Art der
Therapie entscheidend beeinflussen.
Das in Santa Clara ansässige Unternehmen Affymetrix erreichte etwas, was niemand für möglich gehalten hätte: das Unternehmen erreichte jetzt schon die knapp die
Gewinnzone, obwohl Analysten von einem Verlust !!! von 0,12 US$ je Aktie rechneten. Mit dem Erreichen der Gewinnzone im dritten Quartal konnte man positiv
überraschen. Dies unterstreicht nicht nur das starle Wachstum des Wertes, sondern macht vielmehr deutlich, daß der Marktführer im Segment der DNA-Chips eine neue
Ära eingeläutet hat. Der Umsatz für die ersten 9 Monate diesen Jahres lag bei 141,4 Mio. US$, von denen knapp 56 Mio. US$ im letzten Quartal erzielt werden konnten.
Der Umsatzanstieg zum Vorjahresquartal beträgt 89%. Stark steigend bei Affymetrix sind die Erlöse aus dem Bereich Lizenzgebühren (2.Quartal: 3% der Gesamtumsätze,
3.Quartal: 15% der Gesamtumsätze). Round about 125 verschiedene Einrichtungen aus dem akademischen und dem kommerziellen Bereich nutzen mittlerweile die
Technologie von Affymetrix, besonders in wissenschaftlichen Einrichtungen sind die DNA-Chips zum Arbeitsmittel geworden. Daneben nutzen mehr als 20 Unternehmen
als Lizenznehmer die Technologie des Biotechgiganten (z.B. MWG-Biotech). Der Patentrechtstreit mit Oxford Gene Technology wurde zugunsten von Affymetrix
entschieden (Affymetrix besitzt somit gültige Lizenzen, die den Gebrauch der Technologien von Oxford Gene Technology ermöglichen), was dem Kurs in den kommenden
Tagen weiteren Aufschwung verleihen sollte. Interessant ist der Konkurrenzkampf mit dem Unternehmen Incyte, welches Syntheni, ein Biochipunternehmen, kaufte und
somit die eigene Positionierung im Genomicsbereich nutzen wollte, um auch im Bereich der Biochips eine bedeutende Marktstellung einzunehmen. Syntheni befand sich
in einem Rechtstreit mit Affxmetrix, die die Offensive von Incyte auf juristischen Wege ausbremsen konnten.
Affymetrix legte nach diesen Meldungen um über 30% zu, und öffnete ein GAP, welches auf grund der überhitzten Situation von 14er RSI und 10er WLR in den
kommenden Tagen sichelrich geschlossen wird. Die Marktkapitalisierug liegt momentan bei 4,4 Mrd. US$, die vom Konkurrenten Incyte bei nur 2,5 Mrd. US$. Prognosen
zufolge soll der Biochipmarkt im Jahr 2005 ein Gesamtvolumen von rund 6 Mrd. US$ betragen. Durch hohe Preise in der Produktion im DNA-Chipmarkt-Segment fallen die
Gewinne, die damit generiert werden können weiter und weiter ab, je kommerzieller der Bereich wird. Parallel dazu drängen immer mehr Wettbewerber auf den Markt, die
Applikationen für den breiten Markt anbieten und so den Volumenzuwachs dieses Segmentes kompensieren würden. M.E. wird Affymetrix seine Marktführung weiter
verteidigen können und weitere Marktanteile durch diverse Aquisitionen hinzugewinnen können.
Vor einer Positionierung sollte wie oben erwähnt das Schließen des GAP`s abgewartet werden, im Bereich von 64 US$ können erst Stücke gekauft werden. Ziel auf
mittelfristige Sicht sind 100 US$, auch ein Optionsschein erscheint auf entsprechendem Niveau interessant.
P.S.: allein die Zusammenarbeit mit AFFX ist schon 500Mil. Wert!
mfg
Servus tjatja,
solche Beiträge lassen wirklich auf mehr zu. Glaube ich werde mir heuer doch noch
eein schönes Geschenk leisten!
mfg
solche Beiträge lassen wirklich auf mehr zu. Glaube ich werde mir heuer doch noch
eein schönes Geschenk leisten!
mfg
etwas allgemeines
Biotech analysts bullish on sector
NEW YORK (CBS.MW) -- Biotechnology shares are ready for a steady
advance once the slow days of summer draw to a close and companies
start reporting lab successes, according to some analysts.
Since the beginning of the year, the Amex Biotechnology Index ($BTK:
news, msgs) has gained nearly 70 percent. But the index is still about 17
percent off from its 52-week high of 806.37, which was reached on March
7 amid runaway enthusiasm about genetic research.
They aren`t predicting a repeat of the explosive
increases of February and early March, but analysts
said several factors, including resurgent hopes that
genetic research will lead to improved disease
treatments, will help lift biotechnology stocks later
this year.
"I`m bullish on the fundamentals of the sector
post-Labor Day," said Winton Gibbons, an analyst
with William Blair & Co.
Michael Becker, an analyst with Wayne Hummer
Investments, said history is on the side of
biotechnology investors in the second half of the
year. Medical and investment conferences in the fall
typically generate announcements about
advancements in the development of new medicines,
he said. News of successful testing of a new drug
can propel a biotech`s stock higher.
"Once you get past Labor Day, interest in the
biotechnology sector really picks up," Becker said.
Peter Ginsberg, an analyst with US Bancorp Piper
Jaffray, said stepped up merger and acquisition
activity in biotechnology also bodes well for
investors. Ginsberg noted that several buyouts
recently, including Cephalon`s (CEPH: news, msgs) purchase of Anesta
Corp. (NSTA: news, msgs), delivered significant premiums to shareholders
of the acquired companies.
Caution, of course
While they are generally bullish, the analysts did offer some words of
caution. They said if Democratic presidential candidate Al Gore pulls into
the lead later this year, the shares of biotechnology and pharmaceutical
companies could slide. Gore has criticized drugmakers for charging high
prices, and the vice president supports expanding the federal health care
program Medicare to cover prescription drugs. Drugmakers have long been
wary of expanded Medicare coverage because they claim it could lead to
government-imposed price caps on their products.
And while they expect less volatility later this year, the analysts said biotech
stocks are still subject to big swings partly because companies can suffer
unexpected setbacks in the development of new medicines.
Stock picks
Gibbons, of William Blair, said he expects strong performance from the
stocks of Celera Genomics (CRA: news, msgs) and its sister company PE
Biosystems (PEB: news, msgs) . Celera has been at the center of attention
this year because of its lead role in producing a map of the human genome,
which contains the genes that determine hereditary characteristics.
Celera shares
climbed as high as
276 in the winter as
investors became
increasingly optimistic
about the potential for
genetic research.
Then in March,
shares of Celera,
along with other
biotech stocks,
plunged after President Clinton and British Prime Minister Tony Blair made
comments that investors interpreted to mean that governments would
impose restrictions on companies` ability to profit from genetic research.
Celera`s stock has recovered since the March tumble, but it is still well off
its 52-week high. Shares of Celera now trade around 85.
Gibbons said he expects Celera shares will gain altitude later this year as
the company`s research progresses and investors see evidence of the
benefits of genomics. Scientists expect that a better understanding of
genetics will open the way for new treatments, and possibly cures, for a
host of diseases.
Gibbons said he also sees upside for PE Biosystems, which makes devices
that are used in genetic research, because the company will be introducing
new products.
Carolyn Pratt, an analyst with Needham & Co., said she is optimistic about
the prospects for companies that combine cutting-edge genetic research
with the development of drugs to combat diseases. She said selling
medicines is more lucrative than focusing exclusively on genetic research,
as some genomics companies do.
Pratt mentioned Millennium Pharmaceuticals (MLNM: news, msgs), Vertex
Pharmaceuticals (VRTX: news, msgs) and Human Genome Sciences
(HGSI: news, msgs) as companies that are doing a good job of harnessing
the latest scientific research to develop new disease treatments.
Ginsberg, of US Bancorp Piper Jaffray, was positive about one of the
industry`s oldest companies, Biogen (BGEN: news, msgs). He said Biogen`s
recent decision to collaborate with Targeted Genetics (TGEN: news, msgs)
on gene therapies for cancer and other diseases was encouraging because
it "signals Biogen`s interest in expanding its focus on the field of oncology."
mfg
Biotech analysts bullish on sector
NEW YORK (CBS.MW) -- Biotechnology shares are ready for a steady
advance once the slow days of summer draw to a close and companies
start reporting lab successes, according to some analysts.
Since the beginning of the year, the Amex Biotechnology Index ($BTK:
news, msgs) has gained nearly 70 percent. But the index is still about 17
percent off from its 52-week high of 806.37, which was reached on March
7 amid runaway enthusiasm about genetic research.
They aren`t predicting a repeat of the explosive
increases of February and early March, but analysts
said several factors, including resurgent hopes that
genetic research will lead to improved disease
treatments, will help lift biotechnology stocks later
this year.
"I`m bullish on the fundamentals of the sector
post-Labor Day," said Winton Gibbons, an analyst
with William Blair & Co.
Michael Becker, an analyst with Wayne Hummer
Investments, said history is on the side of
biotechnology investors in the second half of the
year. Medical and investment conferences in the fall
typically generate announcements about
advancements in the development of new medicines,
he said. News of successful testing of a new drug
can propel a biotech`s stock higher.
"Once you get past Labor Day, interest in the
biotechnology sector really picks up," Becker said.
Peter Ginsberg, an analyst with US Bancorp Piper
Jaffray, said stepped up merger and acquisition
activity in biotechnology also bodes well for
investors. Ginsberg noted that several buyouts
recently, including Cephalon`s (CEPH: news, msgs) purchase of Anesta
Corp. (NSTA: news, msgs), delivered significant premiums to shareholders
of the acquired companies.
Caution, of course
While they are generally bullish, the analysts did offer some words of
caution. They said if Democratic presidential candidate Al Gore pulls into
the lead later this year, the shares of biotechnology and pharmaceutical
companies could slide. Gore has criticized drugmakers for charging high
prices, and the vice president supports expanding the federal health care
program Medicare to cover prescription drugs. Drugmakers have long been
wary of expanded Medicare coverage because they claim it could lead to
government-imposed price caps on their products.
And while they expect less volatility later this year, the analysts said biotech
stocks are still subject to big swings partly because companies can suffer
unexpected setbacks in the development of new medicines.
Stock picks
Gibbons, of William Blair, said he expects strong performance from the
stocks of Celera Genomics (CRA: news, msgs) and its sister company PE
Biosystems (PEB: news, msgs) . Celera has been at the center of attention
this year because of its lead role in producing a map of the human genome,
which contains the genes that determine hereditary characteristics.
Celera shares
climbed as high as
276 in the winter as
investors became
increasingly optimistic
about the potential for
genetic research.
Then in March,
shares of Celera,
along with other
biotech stocks,
plunged after President Clinton and British Prime Minister Tony Blair made
comments that investors interpreted to mean that governments would
impose restrictions on companies` ability to profit from genetic research.
Celera`s stock has recovered since the March tumble, but it is still well off
its 52-week high. Shares of Celera now trade around 85.
Gibbons said he expects Celera shares will gain altitude later this year as
the company`s research progresses and investors see evidence of the
benefits of genomics. Scientists expect that a better understanding of
genetics will open the way for new treatments, and possibly cures, for a
host of diseases.
Gibbons said he also sees upside for PE Biosystems, which makes devices
that are used in genetic research, because the company will be introducing
new products.
Carolyn Pratt, an analyst with Needham & Co., said she is optimistic about
the prospects for companies that combine cutting-edge genetic research
with the development of drugs to combat diseases. She said selling
medicines is more lucrative than focusing exclusively on genetic research,
as some genomics companies do.
Pratt mentioned Millennium Pharmaceuticals (MLNM: news, msgs), Vertex
Pharmaceuticals (VRTX: news, msgs) and Human Genome Sciences
(HGSI: news, msgs) as companies that are doing a good job of harnessing
the latest scientific research to develop new disease treatments.
Ginsberg, of US Bancorp Piper Jaffray, was positive about one of the
industry`s oldest companies, Biogen (BGEN: news, msgs). He said Biogen`s
recent decision to collaborate with Targeted Genetics (TGEN: news, msgs)
on gene therapies for cancer and other diseases was encouraging because
it "signals Biogen`s interest in expanding its focus on the field of oncology."
mfg
Servus tjatja,
sehr guter artikel, woher hast du diesen?
mfg
sehr guter artikel, woher hast du diesen?
mfg
Hallo M:M:
interphase ist vielleicht auch Interesant?
best company to own due to industry`s best technology, best software and best products.
INPH also owns wireless 3g technology which could be valued in billions.
INPH has worlds best products in fibrechannel as well as wireless 3g sectors. INPH (Interphase) is the one of the most
unrecognized companies with the biggest upside potential. This company has the best performing fibrechannel Host bus adapters
with best interoperability as proven by a recent Internet Week testing event. Read all the news to see how INPH will become a
leader.
http://www.iphase.com/events/index.cfm
The company is presently valued below 100m at less than 1 x 2001 revenues. All it`s peers EMLX, JNIC and QLGC are valued
over 30 times next years revenues and are multibillion dollar companies. Fibrechannel sector is the fastest growing sector in
technology due to storage explosion.
Due to the superiority in technology INPH has signed 6 new fibrechannel OEM deals during past few quarters. NEC , HWP,
Hitachi, ATON, land-5, and CMNT. All major OEMs are currently evaluating a new line of fibrechannel products. The company
was in transition and had a delay in software development during the past quarter which prevented it from selling any of it`s new
line of fibrechannel products. Now they have developed the best software and FC products have begun shipping to Hitachi, NEC
and other OEMs as well as resellers. Company is heading for over 100% sequential improvement of fibrechannel revenues in the
coming quarter. Due to the software delay affecting fibrechannel revenues this company got caught to severe bout of selling
creating a huge bargain. Fibrechannel growth is accelerating and the industry will be 10 times bigger in three years. Presently
INPH has the widest fibrechannel Host bus adapter offering and the many unique host bus adapters.
In addition to fiberchannel INPH has a huge potential in the wireless 3g broadband controllers market. Currently the company has
the leadership position with the best products and has deals with all major wireless 3g OEMs including NOK, MOT,SUNW,Force,
INTC, CPQ and Ericsson. Wireless 3g industry is the next fastest growing sector. (for 5-10 yrs) Revenues in wireless 3g will run
into hundreds of millions. Current investors of INPH will make enormous returns in the short and long term. Do your own
research and verify all the information about this company. Fibrechannel sector is one of the hottest (BRCD,EMLX, JNIC,
QLGC) and INPH is the only unrecognized leader with a huge revenue potential in both fibrechannel and wireless 3g sectors.
http://www.interphase.com/
465000 shares are short. There is no more downside to this stock considering 1. Huge undervaluation. 2. Major technological
advances in hardware and software during the past year. 3. INPH is entering revenue upside of over 100% in fast growing
fibrechannel in q4 4. Major OEM deal was signed yesterday and mores are expected in the coming weeks. Major short squeeze is
going to happen pretty soon in this stock.
interphase ist vielleicht auch Interesant?
best company to own due to industry`s best technology, best software and best products.
INPH also owns wireless 3g technology which could be valued in billions.
INPH has worlds best products in fibrechannel as well as wireless 3g sectors. INPH (Interphase) is the one of the most
unrecognized companies with the biggest upside potential. This company has the best performing fibrechannel Host bus adapters
with best interoperability as proven by a recent Internet Week testing event. Read all the news to see how INPH will become a
leader.
http://www.iphase.com/events/index.cfm
The company is presently valued below 100m at less than 1 x 2001 revenues. All it`s peers EMLX, JNIC and QLGC are valued
over 30 times next years revenues and are multibillion dollar companies. Fibrechannel sector is the fastest growing sector in
technology due to storage explosion.
Due to the superiority in technology INPH has signed 6 new fibrechannel OEM deals during past few quarters. NEC , HWP,
Hitachi, ATON, land-5, and CMNT. All major OEMs are currently evaluating a new line of fibrechannel products. The company
was in transition and had a delay in software development during the past quarter which prevented it from selling any of it`s new
line of fibrechannel products. Now they have developed the best software and FC products have begun shipping to Hitachi, NEC
and other OEMs as well as resellers. Company is heading for over 100% sequential improvement of fibrechannel revenues in the
coming quarter. Due to the software delay affecting fibrechannel revenues this company got caught to severe bout of selling
creating a huge bargain. Fibrechannel growth is accelerating and the industry will be 10 times bigger in three years. Presently
INPH has the widest fibrechannel Host bus adapter offering and the many unique host bus adapters.
In addition to fiberchannel INPH has a huge potential in the wireless 3g broadband controllers market. Currently the company has
the leadership position with the best products and has deals with all major wireless 3g OEMs including NOK, MOT,SUNW,Force,
INTC, CPQ and Ericsson. Wireless 3g industry is the next fastest growing sector. (for 5-10 yrs) Revenues in wireless 3g will run
into hundreds of millions. Current investors of INPH will make enormous returns in the short and long term. Do your own
research and verify all the information about this company. Fibrechannel sector is one of the hottest (BRCD,EMLX, JNIC,
QLGC) and INPH is the only unrecognized leader with a huge revenue potential in both fibrechannel and wireless 3g sectors.
http://www.interphase.com/
465000 shares are short. There is no more downside to this stock considering 1. Huge undervaluation. 2. Major technological
advances in hardware and software during the past year. 3. INPH is entering revenue upside of over 100% in fast growing
fibrechannel in q4 4. Major OEM deal was signed yesterday and mores are expected in the coming weeks. Major short squeeze is
going to happen pretty soon in this stock.
NASDAQ:brkt), Chairman/President/CEO Radu M. Vanco des Katalysatorhalbleiters (NASDAQ:cats), Digitallichtwelle, Inc. (NASDAQ:digl) Richardsuche des Vizepräsidenten Marketing Chairman/President/CEO Gerry Chastelet, Dot Hill Systems Corporations (NYSE:hil) ältere, DSP-Gruppe, Inc. (NASDAQ:dspg) Chairman/CEO Eliyahu Ayalon, Chairman/CEO Terry Dunlap der Industrien Duraswitch (NASDAQ:dswt) und CFO-Kelly Hicks, Genlogik, Direktor Unternehmenskommunikationen Robert G. Burrows, GenRad, Inc. (NYSE:gen) Chairman/President/CEO Robert Dutkowsky, Industrien Herley, Inc. (NASDAQ:hrly) Senior Vice-president John M. Kelley Inc. (NASDAQ:glgc) und Herley Wireless Technologies, Inc. (NASDAQ:hrly) Präsident Dr. Rozalie (NASDAQ:inov) President-/CEOwille Herman, Abzeichenlösungen plc`s (NASDAQ:insgy) President/CEO Richard M. Noling, Präsident Michael J. Potts Jacada Ltd. (NASDAQ:jcda), Vorsitzender Robert Madge der Netze N.v. (NASDAQ:madgf) Madge, Maxwelltechnologien, Inc. (NASDAQ:mxwl) Chairman/CEO aufrichtiges Perna CEO Carl Eibl, MSC.Software Corporations (NYSE:mns), jr., PEC-Lösungen, Inc. (NASDAQecs) Chairman/President/CEO David C. Karlgaard, Ph.D., Photronics, älteres Spannblech President/CFO Robert J. Bollo Inc. (NASDAQlab), Pumatechnologie, Inc. (NASDAQuma) President/CEO Brad Rowe und Executivvizepräsident Robert D. Wachob, Hauptantwort, Inc. (NASDAQrme) President/CEO Peter Boni, SBS-Technologien, E. CFO Kelly Hicks, Rogers Corporations (NYSE:rog) des Vizepräsidenten Finance/CFO/Treasurer James Inc. (NASDAQ:sbse) Halbleiter, eine Tochtergesellschaft von UTCI, Präsident James LeMunyon und CFO Scott Worthington der WaveRider-Kommunikationen (NASDAQ:wavc).
Der AEA-Klassiker, jährlich angehalten im November das Hotel Sheraton und Marina in San Diego, Kalifornien, bringt bei 300 Premiertechnologiefirmen, bei allen Bauteilen von AEA und bei einer prestigious Gruppe von 1.200 Investoren zusammen, die 600 führende Geldinstitute vertreten.
Er bietet eine nachgewiesene Zeit und kosteneffektives Forum an, wo high-tech Leitprogramme direkt beeinflussen können, wie ihre Firma von der finanziellen Gemeinschaft wahrgenommen wird. Dieser Fall ist für am Mittwoch, November 8, 2000 Bedarfs- hören vorhanden.
um diese RadioWallStreet.com-Sendung zuzugreifen, sollten Investoren zu http://www.radiowallstreet.com gehen. Es kann für Besucher des ersten Males zu Radiowallstreet.com notwendig sein, zur Site zu gehen, jede notwendige Audiosoftware zu downloaden und zu installieren. Es gibt keine Ladung zum Zugreifen jedes möglichen Falls.
Zu wenn Sie diese Freigabe nach dem Tag des Falls ansehen, http://www.radiowallstreet.com/NASApp/RWS / gehen Custom.jsp?fileName=rwsAEA1106_0700.html
Über InvestorSendung Netz
Investor-Sendung Netzes ist die führende Rundfunkstation Echtzeit-Investition des Informations- und Analyse auf dem Internet.
Mit einer kompletten Mappe der Web-web-based Sendung Kommunikation Dienstleistungen, gibt die Firma Investoren Zugriff zum inneren Kreis korporative Leitprogramme und Industriegedanke Führer, beim Versehen der Aktiengesellschaften mit einer leistungsfähigen Onlinebeziehung zwischen den Investorenstrategie, die ihre finanziellen Bedürfnisse von erfüllt und das risikoreiche der vorgewählten Datenübermittlung von verringert.
Der AEA-Klassiker, jährlich angehalten im November das Hotel Sheraton und Marina in San Diego, Kalifornien, bringt bei 300 Premiertechnologiefirmen, bei allen Bauteilen von AEA und bei einer prestigious Gruppe von 1.200 Investoren zusammen, die 600 führende Geldinstitute vertreten.
Er bietet eine nachgewiesene Zeit und kosteneffektives Forum an, wo high-tech Leitprogramme direkt beeinflussen können, wie ihre Firma von der finanziellen Gemeinschaft wahrgenommen wird. Dieser Fall ist für am Mittwoch, November 8, 2000 Bedarfs- hören vorhanden.
um diese RadioWallStreet.com-Sendung zuzugreifen, sollten Investoren zu http://www.radiowallstreet.com gehen. Es kann für Besucher des ersten Males zu Radiowallstreet.com notwendig sein, zur Site zu gehen, jede notwendige Audiosoftware zu downloaden und zu installieren. Es gibt keine Ladung zum Zugreifen jedes möglichen Falls.
Zu wenn Sie diese Freigabe nach dem Tag des Falls ansehen, http://www.radiowallstreet.com/NASApp/RWS / gehen Custom.jsp?fileName=rwsAEA1106_0700.html
Über InvestorSendung Netz
Investor-Sendung Netzes ist die führende Rundfunkstation Echtzeit-Investition des Informations- und Analyse auf dem Internet.
Mit einer kompletten Mappe der Web-web-based Sendung Kommunikation Dienstleistungen, gibt die Firma Investoren Zugriff zum inneren Kreis korporative Leitprogramme und Industriegedanke Führer, beim Versehen der Aktiengesellschaften mit einer leistungsfähigen Onlinebeziehung zwischen den Investorenstrategie, die ihre finanziellen Bedürfnisse von erfüllt und das risikoreiche der vorgewählten Datenübermittlung von verringert.
@meier m
GLGC soll kurz vor einer Unterzeichnung eines Kundenvertrages stehen! Kannst du das bestätigen?
mfg
GLGC soll kurz vor einer Unterzeichnung eines Kundenvertrages stehen! Kannst du das bestätigen?
mfg
GLGC weist auf augenblicklichem Niveau eine Marktkapitalisierung von round about 540 Mio.
US$ auf, es sind nur 6% der ausstehenden AKtien im Besitz von Shortsellern momentan
(man vergesse hier nicht die Zahlen vom 30.10., es scheinen alle bad news eingepreist zu
sein). Trotz nicht berauschender Zahlen, kann der Wert immer noch die Unterstützung von
20 US$ deutlich verteidigen, was in stürmischen Zeiten wie diesen verwunderlich stimmen
sollte. Interessant wird das Verhalten der AKtie im Bereich der jetzigen
Unterstützungszonen. SOllte die EMA20 verteidigt werden und dies parallel mit einer wieder
erstarkten Nasdaq geschieht, so ist hier mit einem deutlichen Rebound zu rechnen, der im
ersten Schritt die Marke von 25 US$ deutlich übersteigen wird! Also eine schnelle Erholung
auf bis zu 35 $ ist zu erwarten.
hört sich doch gut an
mfg
US$ auf, es sind nur 6% der ausstehenden AKtien im Besitz von Shortsellern momentan
(man vergesse hier nicht die Zahlen vom 30.10., es scheinen alle bad news eingepreist zu
sein). Trotz nicht berauschender Zahlen, kann der Wert immer noch die Unterstützung von
20 US$ deutlich verteidigen, was in stürmischen Zeiten wie diesen verwunderlich stimmen
sollte. Interessant wird das Verhalten der AKtie im Bereich der jetzigen
Unterstützungszonen. SOllte die EMA20 verteidigt werden und dies parallel mit einer wieder
erstarkten Nasdaq geschieht, so ist hier mit einem deutlichen Rebound zu rechnen, der im
ersten Schritt die Marke von 25 US$ deutlich übersteigen wird! Also eine schnelle Erholung
auf bis zu 35 $ ist zu erwarten.
hört sich doch gut an
mfg
We were incorporated in September 1994 and have devoted substantially all of our resources to the
development of our genomics technologies, bioinformatics systems and database products for use in
pharmaceutical, diagnostic and agricultural product research and development.
Since 1997, we have developed custom gene expression databases designed for certain of our
customers` internal programs and needs and targeted to specific therapeutic areas of interest, including
heart failure, kidney disease, osteoporosis, psychiatric disorders and other major illnesses. Building on
this know-how, in March 1999, we began developing the GeneExpress Suite, our large-scale reference
database of gene expression information. The GeneExpress Suite contains information from a broad
range of normal and diseased human tissues, tissues from experimental animals, human and animal cell
lines and tissues that have been treated with many different drugs. We completed development of the
first commercial version of the GeneExpress Suite in November 1999. We currently market the
GeneExpress Suite through nonexclusive subscriptions to customers in the pharmaceutical,
biotechnology and diagnostic industries, and are developing versions of the database suite to market to
the academic and government life science research community and to physicians and patients. We
sold our first subscription to the GeneExpress Suite in December 1999.
Customers for our custom database and related software products can provide us with various
combinations of recurring technology and database access fees, research fees, certain additional
payments upon the attainment of research and product development milestones, royalty payments
based on sales of any products resulting from their use of our products, and nonrefundable upfront
payments. Subscribers to our GeneExpress Suite pay us varying database subscription fees depending
upon the level and type of information they obtain.
Technology and database access fees are recognized evenly over the term of each customer
agreement. We recognize revenues from research and development support when they are earned,
which is ordinarily when the work is performed or costs are incurred. Milestone payments and
royalties are recognized when they are earned in accordance with the applicable performance
requirements and
9.
contractual terms. Subscription fees to the GeneExpress Suite are recognized evenly over the term of
the subscription. Nonrefundable upfront payments received for the value of data purchased,
transferred technology or other contractual rights that are not contingent upon future performance
under the terms of the agreements are recognized as revenue when earned. Under collaboration
agreements in which we create research databases in exchange for fixed fees, revenues from such
collaborations are recognized on the percentage-of-completion method.
Our future profitability will depend in part on the successful establishment of agreements with
additional customers which include various combinations of genomic databases, bioinformatics
software and genomics technology and the successful commercialization of the GeneExpress Suite.
Payments for access to custom databases and the GeneExpress Suite are expected to be our primary
source of revenue for the foreseeable future. We have not received, and do not expect to receive,
significant royalty or other revenues from development and commercialization of products by our
customers using our databases and other technology for several years, if at all. Revenues from our
customers may be subject to significant fluctuation in both timing and amount, and, therefore, our
results of operations for any period may not be comparable to the results of operations for any other
period.
We have incurred operating losses in each year since our inception. At September 30, 2000, we had
accumulated losses of approximately $96.2 million. Our losses have resulted principally from costs
incurred in the development of our gene expression databases, a $35.2 million non-recurring charge
incurred in connection with our acquisition of Oncormed and selling, general and administrative costs
associated with our operations. These costs have exceeded our revenues which, to date, have been
generated principally from agreements for our custom database and related software products. We
expect to incur additional operating losses in future years.
RESULTS OF OPERATIONS
Three and Nine Months Ended September 30, 2000 and 1999
Revenues increased $1.0 million or 25% to $5.3 million for the three months ended September 30,
2000 from $4.2 million for the same period in 1999. Revenues increased $3.3 million or 25% to $16.8
million for the nine months ended September 30, 2000 from $13.5 million for the same period in 1999.
The increase in revenues resulted primarily from additional subscribers to the GeneExpress Suite of
products offset somewhat by a decline in custom database revenues due in part to the conclusion of a
collaboration with Aventis CropScience. Payments from each of American Home Products Corp.`s
Wyeth-Ayerst Laboratories, Genaissance Pharmaceuticals, Japan Tobacco and Procter & Gamble
accounted for 10% or more of revenue for the three months ended September 30, 2000. Payments
from each of Aventis CropScience, Japan Tobacco and Procter & Gamble accounted for 10% or
more of revenue for the three months ended September 30, 1999 and the nine months ended
September 30, 2000. Payments from each of Aventis CropScience, Japan Tobacco, Organon and
Procter & Gamble accounted for 10% or more of revenue for the nine months ended September 30,
1999.
Research and development expenses increased to $12.0 million and $31.0 million for the three and
nine months ended September 30, 2000, respectively, from $7.0 million and $21.5 million for the same
periods in 1999. The increase in research and development expenses for the three and nine month
periods ended September 30, 2000 was primarily attributable to increased tissue acquisition and
processing costs, Affymetrix GeneChips usage, and agreements with third parties to expand and
enhance the content and product offerings of the GeneExpress Suite. We expect research and
development expenses to increase as we expand the content of the GeneExpress Suite, further
develop the Flow-thru Chip and pursue our collaboration with Life Technologies, Inc.
Selling, general and administrative expenses increased to $4.7 million and $12.7 million for the three
and nine months ended September 30, 2000, respectively, from $2.3 million and $6.1 million for the
same periods in 1999. For the three and nine month periods approximately $1.9 million and $4.3 million,
respectively, of the increase was attributable to the establishment of sales and marketing efforts. The
10.
remainder of the increase is due to the expansion of general business operations. Selling, general and
administrative expenses are expected to increase as we expand our product offerings and sales and
marketing efforts.
Amortization of goodwill was $0.4 million and $1.1 million for the three and nine months ended
September 30, 2000, respectively, as a result of the acquisition of Oncormed in September 1998.
Net interest income increased to $3.8 million and $10.0 million for the three and nine months ended
September 30, 2000, respectively, from $0.1 million and $0.6 million for the same periods in 1999
primarily due to investment of the proceeds of our public offering of common stock in February 2000.
LIQUIDITY AND CAPITAL RESOURCES
From inception through September 30, 2000, we have financed our operations through the sale of
equity securities, payments from customers, and equipment and tenant improvement financing. In
February 2000, we completed a public offering of 4,680,000 shares of our common stock (including
exercise of the underwriters` over-allotment option), generating net proceeds of approximately $247.5
million. As of September 30, 2000, we have also obtained $0.5 million of capital lease financing and
$6.3 million under equipment and tenant improvement loans. As of September 30, 2000, we had
approximately $231.4 million in cash, cash equivalents and marketable securities, compared to $12.4
million as of December 31, 1999.
Net cash used in operating activities was $13.2 million for the nine months ended September 30, 2000
compared to $10.0 million for the same period in 1999. During the nine months ended September 30,
2000 and 1999, we primarily used cash to fund our operating losses.
The Company`s investing activities, other than sales, maturities and purchases of available-for-sale
securities, consisted of capital expenditures, an $8.1 million equity investment in NeuralStem and
software and database development costs. The increase in capital expenditures, which totaled $6.3
million and $2.8 million for the nine months ended September 30, 2000 and 1999, respectively, was
primarily due to increases in capacity needed to expand the content of the GeneExpress Suite of
products. During the fourth quarter of 2000 and the first quarter of 2001, we expect to invest
approximately $6.0 million in tenant improvements to meet our expanding facility requirements.
Software and database development costs were $5.2 million and $0.5 million for the nine months
ended September 30, 2000 and 1999, respectively. We incurred software development costs of $3.1
million and $0.5 million for the nine months ended September 30, 2000 and 1999, respectively, related
to ongoing efforts to enhance the software interface of the GeneExpress Suite. Also, during the three
months ended September 30, 2000 we incurred $2.2 million of database development costs related to
the update of our GeneExpress Suite data as a result of Affymetrix, Inc.`s release of their HU-95
Human Genome GeneChip set. This new set includes 60,000 human genes and ESTs as compared to
the HU-35 Human Genome GeneChip set which included 42,000 human genes and ESTs. Software
and database development costs are being amortized over their expected useful lives of three and two
years, respectively. Software development costs are expected to continue as a result of ongoing
efforts to further enhance the GeneExpress Suite while database development costs are not expected
to recur in the near future.
Our financing activities, other than the repayment of capital lease obligations and equipment loans,
consisted of the issuance of common stock primarily through our public offering in February 2000 and
the exercise of stock options.
We believe that existing cash and cash equivalents and anticipated payments from customers will be
sufficient to support our operations for the foreseeable future. These estimates are forward-looking
statements that involve risks and uncertainties. Our actual future capital requirements and the
adequacy of
11.
our available funds will depend on many factors, including those discussed in our Annual Report on
Form 10-K for the year ended December 31, 1999 and the following:
- progress of our discovery programs;
- the number and breadth of these programs;
- our ability to establish and maintain additional arrangements with customers, including additional
subscriptions to the GeneExpress Suite;
- the commercial success of the in-process technologies we acquired in our acquisition of Oncormed;
- the progress of the development and commercialization efforts of our customers;
- the level of our activities relating to our independent discovery programs and to the development and
commercialization rights we retain in our arrangements with customers;
- competing technological and market developments;
- the costs associated with obtaining access to tissue samples and related information; and
- the costs involved in preparing, filing, prosecuting, maintaining and enforcing patent claims and other
intellectual property rights.
We could require additional financing in the future, which we may seek to raise through public or
private equity or debt offerings. To the extent that we raise additional capital by issuing equity or
convertible debt securities, ownership dilution to stockholders will result. If adequate financing is not
available when needed, we may be required to:
- curtail significantly one or more of our research and development programs;
- obtain funds through arrangements with customers that may require us to relinquish rights to certain
of our technologies, discoveries or potential products; or
- grant licenses on terms that are not favorable to us.
12.
development of our genomics technologies, bioinformatics systems and database products for use in
pharmaceutical, diagnostic and agricultural product research and development.
Since 1997, we have developed custom gene expression databases designed for certain of our
customers` internal programs and needs and targeted to specific therapeutic areas of interest, including
heart failure, kidney disease, osteoporosis, psychiatric disorders and other major illnesses. Building on
this know-how, in March 1999, we began developing the GeneExpress Suite, our large-scale reference
database of gene expression information. The GeneExpress Suite contains information from a broad
range of normal and diseased human tissues, tissues from experimental animals, human and animal cell
lines and tissues that have been treated with many different drugs. We completed development of the
first commercial version of the GeneExpress Suite in November 1999. We currently market the
GeneExpress Suite through nonexclusive subscriptions to customers in the pharmaceutical,
biotechnology and diagnostic industries, and are developing versions of the database suite to market to
the academic and government life science research community and to physicians and patients. We
sold our first subscription to the GeneExpress Suite in December 1999.
Customers for our custom database and related software products can provide us with various
combinations of recurring technology and database access fees, research fees, certain additional
payments upon the attainment of research and product development milestones, royalty payments
based on sales of any products resulting from their use of our products, and nonrefundable upfront
payments. Subscribers to our GeneExpress Suite pay us varying database subscription fees depending
upon the level and type of information they obtain.
Technology and database access fees are recognized evenly over the term of each customer
agreement. We recognize revenues from research and development support when they are earned,
which is ordinarily when the work is performed or costs are incurred. Milestone payments and
royalties are recognized when they are earned in accordance with the applicable performance
requirements and
9.
contractual terms. Subscription fees to the GeneExpress Suite are recognized evenly over the term of
the subscription. Nonrefundable upfront payments received for the value of data purchased,
transferred technology or other contractual rights that are not contingent upon future performance
under the terms of the agreements are recognized as revenue when earned. Under collaboration
agreements in which we create research databases in exchange for fixed fees, revenues from such
collaborations are recognized on the percentage-of-completion method.
Our future profitability will depend in part on the successful establishment of agreements with
additional customers which include various combinations of genomic databases, bioinformatics
software and genomics technology and the successful commercialization of the GeneExpress Suite.
Payments for access to custom databases and the GeneExpress Suite are expected to be our primary
source of revenue for the foreseeable future. We have not received, and do not expect to receive,
significant royalty or other revenues from development and commercialization of products by our
customers using our databases and other technology for several years, if at all. Revenues from our
customers may be subject to significant fluctuation in both timing and amount, and, therefore, our
results of operations for any period may not be comparable to the results of operations for any other
period.
We have incurred operating losses in each year since our inception. At September 30, 2000, we had
accumulated losses of approximately $96.2 million. Our losses have resulted principally from costs
incurred in the development of our gene expression databases, a $35.2 million non-recurring charge
incurred in connection with our acquisition of Oncormed and selling, general and administrative costs
associated with our operations. These costs have exceeded our revenues which, to date, have been
generated principally from agreements for our custom database and related software products. We
expect to incur additional operating losses in future years.
RESULTS OF OPERATIONS
Three and Nine Months Ended September 30, 2000 and 1999
Revenues increased $1.0 million or 25% to $5.3 million for the three months ended September 30,
2000 from $4.2 million for the same period in 1999. Revenues increased $3.3 million or 25% to $16.8
million for the nine months ended September 30, 2000 from $13.5 million for the same period in 1999.
The increase in revenues resulted primarily from additional subscribers to the GeneExpress Suite of
products offset somewhat by a decline in custom database revenues due in part to the conclusion of a
collaboration with Aventis CropScience. Payments from each of American Home Products Corp.`s
Wyeth-Ayerst Laboratories, Genaissance Pharmaceuticals, Japan Tobacco and Procter & Gamble
accounted for 10% or more of revenue for the three months ended September 30, 2000. Payments
from each of Aventis CropScience, Japan Tobacco and Procter & Gamble accounted for 10% or
more of revenue for the three months ended September 30, 1999 and the nine months ended
September 30, 2000. Payments from each of Aventis CropScience, Japan Tobacco, Organon and
Procter & Gamble accounted for 10% or more of revenue for the nine months ended September 30,
1999.
Research and development expenses increased to $12.0 million and $31.0 million for the three and
nine months ended September 30, 2000, respectively, from $7.0 million and $21.5 million for the same
periods in 1999. The increase in research and development expenses for the three and nine month
periods ended September 30, 2000 was primarily attributable to increased tissue acquisition and
processing costs, Affymetrix GeneChips usage, and agreements with third parties to expand and
enhance the content and product offerings of the GeneExpress Suite. We expect research and
development expenses to increase as we expand the content of the GeneExpress Suite, further
develop the Flow-thru Chip and pursue our collaboration with Life Technologies, Inc.
Selling, general and administrative expenses increased to $4.7 million and $12.7 million for the three
and nine months ended September 30, 2000, respectively, from $2.3 million and $6.1 million for the
same periods in 1999. For the three and nine month periods approximately $1.9 million and $4.3 million,
respectively, of the increase was attributable to the establishment of sales and marketing efforts. The
10.
remainder of the increase is due to the expansion of general business operations. Selling, general and
administrative expenses are expected to increase as we expand our product offerings and sales and
marketing efforts.
Amortization of goodwill was $0.4 million and $1.1 million for the three and nine months ended
September 30, 2000, respectively, as a result of the acquisition of Oncormed in September 1998.
Net interest income increased to $3.8 million and $10.0 million for the three and nine months ended
September 30, 2000, respectively, from $0.1 million and $0.6 million for the same periods in 1999
primarily due to investment of the proceeds of our public offering of common stock in February 2000.
LIQUIDITY AND CAPITAL RESOURCES
From inception through September 30, 2000, we have financed our operations through the sale of
equity securities, payments from customers, and equipment and tenant improvement financing. In
February 2000, we completed a public offering of 4,680,000 shares of our common stock (including
exercise of the underwriters` over-allotment option), generating net proceeds of approximately $247.5
million. As of September 30, 2000, we have also obtained $0.5 million of capital lease financing and
$6.3 million under equipment and tenant improvement loans. As of September 30, 2000, we had
approximately $231.4 million in cash, cash equivalents and marketable securities, compared to $12.4
million as of December 31, 1999.
Net cash used in operating activities was $13.2 million for the nine months ended September 30, 2000
compared to $10.0 million for the same period in 1999. During the nine months ended September 30,
2000 and 1999, we primarily used cash to fund our operating losses.
The Company`s investing activities, other than sales, maturities and purchases of available-for-sale
securities, consisted of capital expenditures, an $8.1 million equity investment in NeuralStem and
software and database development costs. The increase in capital expenditures, which totaled $6.3
million and $2.8 million for the nine months ended September 30, 2000 and 1999, respectively, was
primarily due to increases in capacity needed to expand the content of the GeneExpress Suite of
products. During the fourth quarter of 2000 and the first quarter of 2001, we expect to invest
approximately $6.0 million in tenant improvements to meet our expanding facility requirements.
Software and database development costs were $5.2 million and $0.5 million for the nine months
ended September 30, 2000 and 1999, respectively. We incurred software development costs of $3.1
million and $0.5 million for the nine months ended September 30, 2000 and 1999, respectively, related
to ongoing efforts to enhance the software interface of the GeneExpress Suite. Also, during the three
months ended September 30, 2000 we incurred $2.2 million of database development costs related to
the update of our GeneExpress Suite data as a result of Affymetrix, Inc.`s release of their HU-95
Human Genome GeneChip set. This new set includes 60,000 human genes and ESTs as compared to
the HU-35 Human Genome GeneChip set which included 42,000 human genes and ESTs. Software
and database development costs are being amortized over their expected useful lives of three and two
years, respectively. Software development costs are expected to continue as a result of ongoing
efforts to further enhance the GeneExpress Suite while database development costs are not expected
to recur in the near future.
Our financing activities, other than the repayment of capital lease obligations and equipment loans,
consisted of the issuance of common stock primarily through our public offering in February 2000 and
the exercise of stock options.
We believe that existing cash and cash equivalents and anticipated payments from customers will be
sufficient to support our operations for the foreseeable future. These estimates are forward-looking
statements that involve risks and uncertainties. Our actual future capital requirements and the
adequacy of
11.
our available funds will depend on many factors, including those discussed in our Annual Report on
Form 10-K for the year ended December 31, 1999 and the following:
- progress of our discovery programs;
- the number and breadth of these programs;
- our ability to establish and maintain additional arrangements with customers, including additional
subscriptions to the GeneExpress Suite;
- the commercial success of the in-process technologies we acquired in our acquisition of Oncormed;
- the progress of the development and commercialization efforts of our customers;
- the level of our activities relating to our independent discovery programs and to the development and
commercialization rights we retain in our arrangements with customers;
- competing technological and market developments;
- the costs associated with obtaining access to tissue samples and related information; and
- the costs involved in preparing, filing, prosecuting, maintaining and enforcing patent claims and other
intellectual property rights.
We could require additional financing in the future, which we may seek to raise through public or
private equity or debt offerings. To the extent that we raise additional capital by issuing equity or
convertible debt securities, ownership dilution to stockholders will result. If adequate financing is not
available when needed, we may be required to:
- curtail significantly one or more of our research and development programs;
- obtain funds through arrangements with customers that may require us to relinquish rights to certain
of our technologies, discoveries or potential products; or
- grant licenses on terms that are not favorable to us.
12.
@Hi all
Meier M wieder im Lande! Was sagst du zur jetzigen Situation? Glaube die nächst Welle
wird uns ein schönes Weihnachten bescheren. Also bis dann...
Gruß
Meier M wieder im Lande! Was sagst du zur jetzigen Situation? Glaube die nächst Welle
wird uns ein schönes Weihnachten bescheren. Also bis dann...
Gruß
Hallo Leute!
Ich bin ziemlich neu in der Branche,aber was ist mit Gene Logic los
und wann geht es wieder rauf.
Ich bin ziemlich neu in der Branche,aber was ist mit Gene Logic los
und wann geht es wieder rauf.
Servus Velih,
hast eigentlich jetzt einen guten einsiegspunkt! Aus Charttechnischer Sicht steht eine Entscheidung
anEMA20 50 es könnte schnell zuerst auf die wichtig Marke von 25$ gehen.
Rest kannst du im board lesen
mfg
hast eigentlich jetzt einen guten einsiegspunkt! Aus Charttechnischer Sicht steht eine Entscheidung
anEMA20 50 es könnte schnell zuerst auf die wichtig Marke von 25$ gehen.
Rest kannst du im board lesen
mfg
HI
Großes GÄHHN zum Markt und zu gene logic! Geld in real verbrennen macht mehr Spaß!
BYE
Großes GÄHHN zum Markt und zu gene logic! Geld in real verbrennen macht mehr Spaß!
BYE
mtiggy warum so negativ
@tja M. M. sieht Charttechnisch auf den ersten Blick nicht so gut aus! Nun muß man aber
den gestrigen Verlauf ansehen das war ein schöner rebound bis zum Schlusskurs!
Ende November soll eine Neukunden bekanntgabe anstehen und dann sind die heutigen kurse....
Leute macht euch mal Gedanken, GLGC hat 200Mil.$ Cash und wird noch für sehr viele Überraschungen
sorgen.
ein zuversichtlicher tjatja
den gestrigen Verlauf ansehen das war ein schöner rebound bis zum Schlusskurs!
Ende November soll eine Neukunden bekanntgabe anstehen und dann sind die heutigen kurse....
Leute macht euch mal Gedanken, GLGC hat 200Mil.$ Cash und wird noch für sehr viele Überraschungen
sorgen.
ein zuversichtlicher tjatja
Servus zuasammen
auf eine erfolgreiche Woche an alle GLGC Fan`s!
mfg
auf eine erfolgreiche Woche an alle GLGC Fan`s!
mfg
Hi m.m.
diese und nächste woche soll doch einige news kommen!
dann kanns abgehen...
Gruß
diese und nächste woche soll doch einige news kommen!
dann kanns abgehen...
Gruß
hallo, warum ging sie heute so nach unten?ihr seid doch so zuversichtlich,oder?
Servus katinchen,
von meiner seite aus ist das so, nur das wir das August-
tief nochmals ankratzen hätte ich mir nicht gedacht!
Das Umfeld ist äußerst schlecht darum kommt GLGC auch
nicht auf die Beine. Jetzt können wir nur noch hoffen
das die 15$ halten. Mein Herz...
mfg
von meiner seite aus ist das so, nur das wir das August-
tief nochmals ankratzen hätte ich mir nicht gedacht!
Das Umfeld ist äußerst schlecht darum kommt GLGC auch
nicht auf die Beine. Jetzt können wir nur noch hoffen
das die 15$ halten. Mein Herz...
mfg
(s)
To be reminded
before the event...
Company Presentation:
Robertson Stephens Medical
Conference
(New York)
11/27/00
through
11/30/00
Remind me
day(s)
before
Company Presentation:
Informed Investors
Virtual Biotechnology Conference
www.informedinvestors.com
11/28/00
1:30 PM ET
Remind me
day(s)
before
Company Presentation:
Tech Stocks 2001
(Las Vegas)
12/4/00
through
12/6/00
Remind me
day(s)
before
Chase H&Q 19th Annual Healthcare
Conference
Westin St. Francis
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Hi all
liest euch mal die Namen durch!
orums
InformedInvestors.com Virtual BioPharma Stocks Forum - November
28, 2000
To attend free on the Web, please return at the scheduled time and
select "Click to listen" from the presentations listed below. Windows
Media Player is required to listen.
WHEN: 8:00 a.m.-11:00 a.m. (Pacific), Tuesday, November 28, 2000
FOCUS: Biotech Stocks
KEYNOTE SPEAKER: Jim McCamant
FORMAT: Analyst-style presentations via the internet from top
executives of firms, followed by Q&A
Presenting Companies
* denotes Keynote address
Presentation
Time
*McCamant, Jim
08:00:00 AM
Alteon
08:30:00 AM
SciClone Pharmaceuticals
09:00:00 AM
VaxGen
09:30:00 AM
Gene Logic, Inc.
10:00:00 AM
Nastech Pharmaceutical
liest euch mal die Namen durch!
orums
InformedInvestors.com Virtual BioPharma Stocks Forum - November
28, 2000
To attend free on the Web, please return at the scheduled time and
select "Click to listen" from the presentations listed below. Windows
Media Player is required to listen.
WHEN: 8:00 a.m.-11:00 a.m. (Pacific), Tuesday, November 28, 2000
FOCUS: Biotech Stocks
KEYNOTE SPEAKER: Jim McCamant
FORMAT: Analyst-style presentations via the internet from top
executives of firms, followed by Q&A
Presenting Companies
* denotes Keynote address
Presentation
Time
*McCamant, Jim
08:00:00 AM
Alteon
08:30:00 AM
SciClone Pharmaceuticals
09:00:00 AM
VaxGen
09:30:00 AM
Gene Logic, Inc.
10:00:00 AM
Nastech Pharmaceutical
Major Financial Publications Carrying Fast-Growing Companies List
das sieht doch verdammt gut für die Zukunft aus.
TUESDAY, NOVEMBER 21, 2000 7:03 AM
- PRNewswire
DENVER, Nov 21, 2000 /PRNewswire via COMTEX/ -- Wall-Street.com (WSC) announced the current group of 40
participants in the "Fastest-Growing Companies in America" investor relations program which it sponsors.
As a result of their participation in the program, these companies were included in the Wall-Street.com growth
company listings that recently appeared in two of the nation`s major financial publications. Additionally, these
companies are featured in the "Fast-Growing Company" section (http://www.wall-street.com/fastgrow.html)" target="_blank" rel="nofollow ugc noopener">http://www.wall-street.com/fastgrow.html) of the
Wall-Street.com Website (http://www.wall-street.com).
Nearly every actively traded company in America was screened, using data provided by several of the nation`s leading
financial databases, to determine the growth companies invited to be included in WSC`s "Fastest-Growing Companies
in America" by-invitation-only investor relations opportunity. They ranged in size from a few giants of corporate
America to emerging growth companies. All were screened for exceptional long-term sales growth, recent growth
trends, size and stock price. Only 15% of America`s publicly traded companies passed these tests and were eligible
to appear.
The following companies were among those who chose to participate in WSC`s exclusive program:
ADC Telecommunications, Inc. (Nasdaq: ADCT) http://www.adc.com; America Service Group Inc. (Nasdaq: ASGR)
http://www.asgr.com; Bell Microproducts (Nasdaq: BELM) http://www.bellmicro.com; Bindley Western Industries
(NYSE: BDY) http://www.bindley.com; C-COR.net (Nasdaq: CCBL) http://www.c-cor.net; Carrizo Oil & Gas, Inc.
(Nasdaq: CRZO) http://www.carrizo.cc; The Cooper Companies, Inc. (NYSE: COO) http://www.coopercos.com;
DYNACQ International, Inc. (Nasdaq: DYII) http://www.dynacq.com; EMCORE Corporation (Nasdaq: EMKR)
http://www.emcore.com; Engineered Support Systems (Nasdaq: EASI) http://www.engineeredsupport.com; Fairchild
Semiconductor International, Inc. (NYSE: FCS) http://www.fairchildsemi.com; Gaiam, Inc.(Nasdaq: GAIA)
http://www.gaiam.com; Gene Logic Inc.(Nasdaq: GLGC) http://www.genelogic.com; GenesisIntermedia.com (Nasdaq:
GENI) http://www.genesisintermedia.com; Glacier Bancorp, Inc.(Nasdaq:GBCI) http://www.glacierbank.com; Hoover`s,
Inc. (Nasdaq: HOOV) http://www.hoovers.com; IHOP Corp.(NYSE: IHP) http://www.ihop.com; Jack Henry &
Associates, Inc.(Nasdaq: JKHY) http://www.jackhenry.com; L90, Inc.(Nasdaq: LNTY) http://www.l90.com; LabOne,
Inc. (Nasdaq: LABS) http://www.labone.com; MDU Resources Group, Inc. (NYSE: MDU) http://www.mdu.com;
Monaco Coach Corp.(NYSE:MNC) http://www.monaco-online.com; NetIQ Corporation (Nasdaq: NTIQ)
http://www.netiq.com; NorthWestern Corporation (NYSE: NOR) http://www.northwestern.com; Orthodontic Centers of
America (NYSE: OCA) http://www.4braces.com; Prime Response, Inc. (Nasdaq: PRME)
http://www.primeresponse.com; Prosperity Bancshares, Inc. (Nasdaq: PRSP) http://www.firstprosperity.com; Qualstar
Corporation (Nasdaq: QBAK) http://www.qualstar.com; Ravenswood Winery, Inc. (Nasdaq: RVWD)
http://www.ravenswood-wine.com; Rent-A-Center, Inc. (Nasdaq: RCII) http://www.rentacenter.com; ResortQuest
International (NYSE: RZT) http://www.resortquest.com; SL Green Realty Corp. (NYSE: SLG) http://www.slgreen.com;
Technitrol, Inc. (NYSE: TNL) http://www.technitrol.com; Thoratec Laboratories Corp. (Nasdaq: THOR)
http://www.thoratec.com; Tollgrade Communications, Inc. (Nasdaq: TLGD) http://www.tollgrade.com; URS Corporation
(NYSE: URS) http://www.urscorp.com; U.S.B. Holding Co., Inc. (NYSE: UBH) http://www.unionstate.com; White
Electronic Designs Corp. (Nasdaq: WEDC) http://www.whiteedc.com; Wireless Facilities, Inc. (Nasdaq: WFII)
http://www.wfinet.com; ZAPWORLD.COM (Nasdaq: ZAPP) http://www.zapworld.com;
SOURCE: Wall-Street.com, 303-766-1990
Wall-Street.com is a division of National Corporate Services, Inc. The firm is a recognized leader in providing support
services to investor relations professionals at high-growth companies. Since its introduction in 1984, the
"Fastest-Growing Companies in America Program" has received wide acclaim from leading public relations executives
throughout the nation.
More recently, WSC has become a leader in providing a convenient, comprehensive gateway to all the important
financial data on the Internet. In 1993 WSC established one of the first Web servers providing investment information
to online investors.
das sieht doch verdammt gut für die Zukunft aus.
TUESDAY, NOVEMBER 21, 2000 7:03 AM
- PRNewswire
DENVER, Nov 21, 2000 /PRNewswire via COMTEX/ -- Wall-Street.com (WSC) announced the current group of 40
participants in the "Fastest-Growing Companies in America" investor relations program which it sponsors.
As a result of their participation in the program, these companies were included in the Wall-Street.com growth
company listings that recently appeared in two of the nation`s major financial publications. Additionally, these
companies are featured in the "Fast-Growing Company" section (http://www.wall-street.com/fastgrow.html)" target="_blank" rel="nofollow ugc noopener">http://www.wall-street.com/fastgrow.html) of the
Wall-Street.com Website (http://www.wall-street.com).
Nearly every actively traded company in America was screened, using data provided by several of the nation`s leading
financial databases, to determine the growth companies invited to be included in WSC`s "Fastest-Growing Companies
in America" by-invitation-only investor relations opportunity. They ranged in size from a few giants of corporate
America to emerging growth companies. All were screened for exceptional long-term sales growth, recent growth
trends, size and stock price. Only 15% of America`s publicly traded companies passed these tests and were eligible
to appear.
The following companies were among those who chose to participate in WSC`s exclusive program:
ADC Telecommunications, Inc. (Nasdaq: ADCT) http://www.adc.com; America Service Group Inc. (Nasdaq: ASGR)
http://www.asgr.com; Bell Microproducts (Nasdaq: BELM) http://www.bellmicro.com; Bindley Western Industries
(NYSE: BDY) http://www.bindley.com; C-COR.net (Nasdaq: CCBL) http://www.c-cor.net; Carrizo Oil & Gas, Inc.
(Nasdaq: CRZO) http://www.carrizo.cc; The Cooper Companies, Inc. (NYSE: COO) http://www.coopercos.com;
DYNACQ International, Inc. (Nasdaq: DYII) http://www.dynacq.com; EMCORE Corporation (Nasdaq: EMKR)
http://www.emcore.com; Engineered Support Systems (Nasdaq: EASI) http://www.engineeredsupport.com; Fairchild
Semiconductor International, Inc. (NYSE: FCS) http://www.fairchildsemi.com; Gaiam, Inc.(Nasdaq: GAIA)
http://www.gaiam.com; Gene Logic Inc.(Nasdaq: GLGC) http://www.genelogic.com; GenesisIntermedia.com (Nasdaq:
GENI) http://www.genesisintermedia.com; Glacier Bancorp, Inc.(Nasdaq:GBCI) http://www.glacierbank.com; Hoover`s,
Inc. (Nasdaq: HOOV) http://www.hoovers.com; IHOP Corp.(NYSE: IHP) http://www.ihop.com; Jack Henry &
Associates, Inc.(Nasdaq: JKHY) http://www.jackhenry.com; L90, Inc.(Nasdaq: LNTY) http://www.l90.com; LabOne,
Inc. (Nasdaq: LABS) http://www.labone.com; MDU Resources Group, Inc. (NYSE: MDU) http://www.mdu.com;
Monaco Coach Corp.(NYSE:MNC) http://www.monaco-online.com; NetIQ Corporation (Nasdaq: NTIQ)
http://www.netiq.com; NorthWestern Corporation (NYSE: NOR) http://www.northwestern.com; Orthodontic Centers of
America (NYSE: OCA) http://www.4braces.com; Prime Response, Inc. (Nasdaq: PRME)
http://www.primeresponse.com; Prosperity Bancshares, Inc. (Nasdaq: PRSP) http://www.firstprosperity.com; Qualstar
Corporation (Nasdaq: QBAK) http://www.qualstar.com; Ravenswood Winery, Inc. (Nasdaq: RVWD)
http://www.ravenswood-wine.com; Rent-A-Center, Inc. (Nasdaq: RCII) http://www.rentacenter.com; ResortQuest
International (NYSE: RZT) http://www.resortquest.com; SL Green Realty Corp. (NYSE: SLG) http://www.slgreen.com;
Technitrol, Inc. (NYSE: TNL) http://www.technitrol.com; Thoratec Laboratories Corp. (Nasdaq: THOR)
http://www.thoratec.com; Tollgrade Communications, Inc. (Nasdaq: TLGD) http://www.tollgrade.com; URS Corporation
(NYSE: URS) http://www.urscorp.com; U.S.B. Holding Co., Inc. (NYSE: UBH) http://www.unionstate.com; White
Electronic Designs Corp. (Nasdaq: WEDC) http://www.whiteedc.com; Wireless Facilities, Inc. (Nasdaq: WFII)
http://www.wfinet.com; ZAPWORLD.COM (Nasdaq: ZAPP) http://www.zapworld.com;
SOURCE: Wall-Street.com, 303-766-1990
Wall-Street.com is a division of National Corporate Services, Inc. The firm is a recognized leader in providing support
services to investor relations professionals at high-growth companies. Since its introduction in 1984, the
"Fastest-Growing Companies in America Program" has received wide acclaim from leading public relations executives
throughout the nation.
More recently, WSC has become a leader in providing a convenient, comprehensive gateway to all the important
financial data on the Internet. In 1993 WSC established one of the first Web servers providing investment information
to online investors.
Servus tjatja,
versteh ich nicht den glgc hat 233 Mill Cash!
mfg
versteh ich nicht den glgc hat 233 Mill Cash!
mfg
Hi all
so nun sind wir am Scheideweg, den 14$ sollten halten!
Hab mal eine Rechnung aufgestellt so müßten die Cashres.
ca. 10$ und die laufenden Verträge und Datenbank 25$ das
heißt GLGC besitzt einen fairen Wert von 35$ und das auf
eine Sicht von 12 Monaten!
P.S.:Übrigens die Aufstellung ist nicht von mir sondern
von Dain Rauscher! Das KZ hat Dain Rauscher mit
40$ angegeben. Da ist sehr wenig fantasie im Spiel.
Gruß
so nun sind wir am Scheideweg, den 14$ sollten halten!
Hab mal eine Rechnung aufgestellt so müßten die Cashres.
ca. 10$ und die laufenden Verträge und Datenbank 25$ das
heißt GLGC besitzt einen fairen Wert von 35$ und das auf
eine Sicht von 12 Monaten!
P.S.:Übrigens die Aufstellung ist nicht von mir sondern
von Dain Rauscher! Das KZ hat Dain Rauscher mit
40$ angegeben. Da ist sehr wenig fantasie im Spiel.
Gruß
Servus tjatja,
let`s get Rock ...
mfg
let`s get Rock ...
mfg
Hi all
war auch Zeit das mal ein bischen leben in GLGC kommmt.
Biotech Investor wird in kürze einen Artikel über Gene
logic herausgeben! Vorab sagt mir ein Sprecher das
die Datenbank solide und gut ist sollte hier ein zu-
säötzliche AIDS entschlüsslung stattfinden könnte er
sich mit oder ohne diesem eine MK von sage u. schreibe
5 Milliarden vorstellen, wow!
5 Milliarden, 5 Milliarden.....
stay long
war auch Zeit das mal ein bischen leben in GLGC kommmt.
Biotech Investor wird in kürze einen Artikel über Gene
logic herausgeben! Vorab sagt mir ein Sprecher das
die Datenbank solide und gut ist sollte hier ein zu-
säötzliche AIDS entschlüsslung stattfinden könnte er
sich mit oder ohne diesem eine MK von sage u. schreibe
5 Milliarden vorstellen, wow!
5 Milliarden, 5 Milliarden.....
stay long
hallo tjatja,hallo meier m,macht spaß eure berichte zu lesen.weiter so.
Danke Katinchen
leider sind wir sehr wenige die Interesse an GLGC haben.
Ist auch verständlich nach dieser Kursparole. Mein Ge-
fühl sagt mir das wir noch sehr viel freude haben mit
unserem Baby.
Gruß
aus dem sonnigen...
leider sind wir sehr wenige die Interesse an GLGC haben.
Ist auch verständlich nach dieser Kursparole. Mein Ge-
fühl sagt mir das wir noch sehr viel freude haben mit
unserem Baby.
Gruß
aus dem sonnigen...
@ tjatja
Was meinst Du mit `Biotech Investor`? etwa www.juchu.de? Da wärs ja nicht so sehr stützend für die Aktie. Oder meinst Du was anderes? Immerhin ist Gene Logic ein amerikanischer Wert.
Außerdem ist Euphorie bei diesem Wert wohl überhaupt nicht angebracht. Immerhin war das Teil bis Donnerstag in den USA noch auf Jahrestief.
Gruß,
ricox
Was meinst Du mit `Biotech Investor`? etwa www.juchu.de? Da wärs ja nicht so sehr stützend für die Aktie. Oder meinst Du was anderes? Immerhin ist Gene Logic ein amerikanischer Wert.
Außerdem ist Euphorie bei diesem Wert wohl überhaupt nicht angebracht. Immerhin war das Teil bis Donnerstag in den USA noch auf Jahrestief.
Gruß,
ricox
Hallo ricox,
meine bioinvestor, sorry. Incyte und Gene Logic sind die
führenden in diesem Gen-Info Bereich!Beide haben glänzende
Zukunftsaussichten nur das INCY 2 Millarden und GLGC 400Mil.
wert ist!!! Also allein die Datenbank gerechtfertigt bei
GLGC einen kurs von 25$ plus die Cashposition 10$ dann
haben wir einen Wert von 35$ ohne jegliche Fantasie! Das
gibt zu denken.
Mfg
von einem erfreuter tjatja
meine bioinvestor, sorry. Incyte und Gene Logic sind die
führenden in diesem Gen-Info Bereich!Beide haben glänzende
Zukunftsaussichten nur das INCY 2 Millarden und GLGC 400Mil.
wert ist!!! Also allein die Datenbank gerechtfertigt bei
GLGC einen kurs von 25$ plus die Cashposition 10$ dann
haben wir einen Wert von 35$ ohne jegliche Fantasie! Das
gibt zu denken.
Mfg
von einem erfreuter tjatja
Hi all
nochmals zur Erinnerung! Glückwunsch allen die bei 15$
gekauft haben.
Gene Logic, VaxGen, SciClone Present Along With Jim McCamant Online At
InformedInvestors.com Virtual BioPharma Stocks Forum Nov. 28
WEDNESDAY, NOVEMBER 22, 2000 1:35 PM
- PRNewswire
ROSEVILLE, Calif., Nov 22, 2000 /PRNewswire via COMTEX/ -- "BioPharma" is another one of those new economy
word combos that means different things to different people, but always shows up misspelled on spell check. To
better understand the engaging world of biopharmaceuticals, listen to senior management of biopharma companies
online next Tuesday, November 28, at InformedInvestors.com`s Virtual BioPharma Stocks Forum.
The virtual stocks Forum, free to all, runs from 8-11 a.m. PST. Access the Forum by logging on to
www.InformedInvestors.com and clicking on the "Virtual BioPharma Stocks Forum" link. Questions can be entered
into the online form present in the browser window.
The Forum will have top executive presentations from Gene Logic (Nasdaq: GLGC), VaxGen (Nasdaq: VXGN),
SciClone (Nasdaq: SCLN) and other biopharma players, as well as a discussion with Jim McCamant, founder of the
Medical Technology Stocks Letter.
Gene Logic provides a variety of products and services in the areas of gene expression information, data management
and bioinformatic software, and pharmacogenomics. These products and services are all designed to improve the
efficiency and effectiveness of the drug discovery and development process.
VaxGen is engaged in the development of, and intends to commercialize, AIDSVAX, a preventive HIV vaccine, in
partnership with Genentech, Inc. VaxGen has developed formulations of AIDSVAX that focus on HIV found in some of
the major regions of the world.
SciClone Pharmaceuticals develops and commercializes medicines for treating a broad range of serious diseases.
The company`s flagship drug is Zadaxin, an immunotherapy that boosts the body`s immune system in the fight against
multiple types of cancer and infectious diseases.
Jim McCamant is well known in the life sciences industry as Editor of the Medical Technology Stock Letter
(www.bioinvest.com) since its inception in December 1983. He is widely quoted in the business press as an expert on
investing in biotechnology stocks.
Alteon and Nastech Pharmaceutical will also be presenting at the virtual Forum.
InformedInvestors.com is the conduit for unfiltered communication between individual investors and the executives of
technology and biotechnology companies. Live virtual and onsite Forums, special webcasts, original editorial pieces
and widely followed weekly radio shows, "BioTalk" and "Tech Check," put individual investors in the analyst`s chair.
SOURCE InformedInvestors.com
mfg
nochmals zur Erinnerung! Glückwunsch allen die bei 15$
gekauft haben.
Gene Logic, VaxGen, SciClone Present Along With Jim McCamant Online At
InformedInvestors.com Virtual BioPharma Stocks Forum Nov. 28
WEDNESDAY, NOVEMBER 22, 2000 1:35 PM
- PRNewswire
ROSEVILLE, Calif., Nov 22, 2000 /PRNewswire via COMTEX/ -- "BioPharma" is another one of those new economy
word combos that means different things to different people, but always shows up misspelled on spell check. To
better understand the engaging world of biopharmaceuticals, listen to senior management of biopharma companies
online next Tuesday, November 28, at InformedInvestors.com`s Virtual BioPharma Stocks Forum.
The virtual stocks Forum, free to all, runs from 8-11 a.m. PST. Access the Forum by logging on to
www.InformedInvestors.com and clicking on the "Virtual BioPharma Stocks Forum" link. Questions can be entered
into the online form present in the browser window.
The Forum will have top executive presentations from Gene Logic (Nasdaq: GLGC), VaxGen (Nasdaq: VXGN),
SciClone (Nasdaq: SCLN) and other biopharma players, as well as a discussion with Jim McCamant, founder of the
Medical Technology Stocks Letter.
Gene Logic provides a variety of products and services in the areas of gene expression information, data management
and bioinformatic software, and pharmacogenomics. These products and services are all designed to improve the
efficiency and effectiveness of the drug discovery and development process.
VaxGen is engaged in the development of, and intends to commercialize, AIDSVAX, a preventive HIV vaccine, in
partnership with Genentech, Inc. VaxGen has developed formulations of AIDSVAX that focus on HIV found in some of
the major regions of the world.
SciClone Pharmaceuticals develops and commercializes medicines for treating a broad range of serious diseases.
The company`s flagship drug is Zadaxin, an immunotherapy that boosts the body`s immune system in the fight against
multiple types of cancer and infectious diseases.
Jim McCamant is well known in the life sciences industry as Editor of the Medical Technology Stock Letter
(www.bioinvest.com) since its inception in December 1983. He is widely quoted in the business press as an expert on
investing in biotechnology stocks.
Alteon and Nastech Pharmaceutical will also be presenting at the virtual Forum.
InformedInvestors.com is the conduit for unfiltered communication between individual investors and the executives of
technology and biotechnology companies. Live virtual and onsite Forums, special webcasts, original editorial pieces
and widely followed weekly radio shows, "BioTalk" and "Tech Check," put individual investors in the analyst`s chair.
SOURCE InformedInvestors.com
mfg
Gene Logic on Track to Have 3 More Database
Subscribers in `00
By Karen Fessler
New York, Nov. 27 (Bloomberg) -- Gene Logic Inc. said it`s on track to license
its gene expression databases to at least three more companies by the end of
the year and generate about $25 million in revenue this year, a top executive
said.
Gene Logic, with $19.2 million in sales last year, creates databases of genetic
information that provide researchers with details on how genes interact, how
they`re expressed and their effects on cells and tissues so they can develop
new drugs.
The money-losing company has so far this year licensed its GeneExpress
suite of databases to seven subscribers, including Pfizer Inc. and American
Home Products Corp., and is targeting a mix of pharmaceutical and
biotechnology companies. The target market for Gene Logic`s databases
could eventually reach about $1.15 billion in annual sales, said Chief
Executive Mark Gessler.
Gaithersburg, Maryland-based Gene Logic charges pharmaceutical
companies about $4 million to $6 million and biotech companies about $2
million for subscriptions to the databases.
Gessler spoke to investors at the BankBoston Robertson Stephens medical
conference today in New York.
Subscribers in `00
By Karen Fessler
New York, Nov. 27 (Bloomberg) -- Gene Logic Inc. said it`s on track to license
its gene expression databases to at least three more companies by the end of
the year and generate about $25 million in revenue this year, a top executive
said.
Gene Logic, with $19.2 million in sales last year, creates databases of genetic
information that provide researchers with details on how genes interact, how
they`re expressed and their effects on cells and tissues so they can develop
new drugs.
The money-losing company has so far this year licensed its GeneExpress
suite of databases to seven subscribers, including Pfizer Inc. and American
Home Products Corp., and is targeting a mix of pharmaceutical and
biotechnology companies. The target market for Gene Logic`s databases
could eventually reach about $1.15 billion in annual sales, said Chief
Executive Mark Gessler.
Gaithersburg, Maryland-based Gene Logic charges pharmaceutical
companies about $4 million to $6 million and biotech companies about $2
million for subscriptions to the databases.
Gessler spoke to investors at the BankBoston Robertson Stephens medical
conference today in New York.
Article for Gene Logic Inc (NASDAQ NM:GLGC)
9:45 AM
most recent headlines
next article:
Curis Names Daniel Passeri Senior Vice President of Corporate Development and Strategic
Planning
WEDNESDAY, NOVEMBER 29, 2000 9:45 AM
- BusinessWire
CAMBRIDGE, Mass., Nov 29, 2000 (BW HealthWire) -- Curis, Inc. (NASDAQ: CRIS) today announced the
appointment of Daniel R. Passeri as senior vice president, corporate development and strategic planing
Mr. Passeri comes to Curis from Gene Logic Inc, where he was senior vice president, corporate development. At
Gene Logic, he was responsible for negotiating and overseeing alliance programs, managing the company`s
intellectual property portfolio and overall corporate development. Mr. Passeri was previously director of technology
management at Boehringer Mannheim, where he established and coordinated business development projects through
technology acquisitions and corporate ventures. His prior positions at the National Institutes of Health, New England
Biolabs, Inc. and the U.S. Patent and Trademark Office involved technology transfer, patent prosecution, and the
evaluation of commercial and marketing strategies.
"Dan Passeri`s extensive background in corporate development, licensing and program management will serve Curis
well as we shape and add depth to our broad portfolio of technologies and product opportunities in regenerative
medicine," said Doros Platika, M.D., president and chief executive officer of Curis. "In addition, his experience in
negotiating corporate alliances will help make possible the timely development of certain programs that target large
markets and consequently will require the resources and commercialization infrastructure of larger partners. Dan is a
superb strategic thinker and implementer. He will spearhead an aggressive corporate strategy to ensure that Curis is
the premier regenerative medicine company. "
Mr. Passeri earned a J.D. from the National Law Center at George Washington University, with an emphasis on
intellectual property, licensing, contract law, negotiations and international business transactions. He holds an M.Sc.
in biotechnology from the University of London and is a cum laude graduate of Northeastern University.
Curis, Inc. is developing products based on technologies in the emerging field of regenerative medicine. The Company
is combining insights gained through the study of developmental biology with high-throughput screening capabilities,
proteins, cells and biocompatible materials to facilitate the development of new regenerative medicine therapies. For
more information, please visit the Curis web site at http://www.curis.com.
9:45 AM
most recent headlines
next article:
Curis Names Daniel Passeri Senior Vice President of Corporate Development and Strategic
Planning
WEDNESDAY, NOVEMBER 29, 2000 9:45 AM
- BusinessWire
CAMBRIDGE, Mass., Nov 29, 2000 (BW HealthWire) -- Curis, Inc. (NASDAQ: CRIS) today announced the
appointment of Daniel R. Passeri as senior vice president, corporate development and strategic planing
Mr. Passeri comes to Curis from Gene Logic Inc, where he was senior vice president, corporate development. At
Gene Logic, he was responsible for negotiating and overseeing alliance programs, managing the company`s
intellectual property portfolio and overall corporate development. Mr. Passeri was previously director of technology
management at Boehringer Mannheim, where he established and coordinated business development projects through
technology acquisitions and corporate ventures. His prior positions at the National Institutes of Health, New England
Biolabs, Inc. and the U.S. Patent and Trademark Office involved technology transfer, patent prosecution, and the
evaluation of commercial and marketing strategies.
"Dan Passeri`s extensive background in corporate development, licensing and program management will serve Curis
well as we shape and add depth to our broad portfolio of technologies and product opportunities in regenerative
medicine," said Doros Platika, M.D., president and chief executive officer of Curis. "In addition, his experience in
negotiating corporate alliances will help make possible the timely development of certain programs that target large
markets and consequently will require the resources and commercialization infrastructure of larger partners. Dan is a
superb strategic thinker and implementer. He will spearhead an aggressive corporate strategy to ensure that Curis is
the premier regenerative medicine company. "
Mr. Passeri earned a J.D. from the National Law Center at George Washington University, with an emphasis on
intellectual property, licensing, contract law, negotiations and international business transactions. He holds an M.Sc.
in biotechnology from the University of London and is a cum laude graduate of Northeastern University.
Curis, Inc. is developing products based on technologies in the emerging field of regenerative medicine. The Company
is combining insights gained through the study of developmental biology with high-throughput screening capabilities,
proteins, cells and biocompatible materials to facilitate the development of new regenerative medicine therapies. For
more information, please visit the Curis web site at http://www.curis.com.
Meier m
kommt jetzt noch eine Personalfrage auch dazu?
Gruß
kommt jetzt noch eine Personalfrage auch dazu?
Gruß
Market Barometer For Tuesday 11-28-00
Hi folks! What a bear! This year we effectively got TWO cycle lows. One that I foresaw due to mutual fund tax loss selling in October (that even drags many winners
down as mutual funds sell them to raise cash) and the other, this unresolved election, that no one could have foreseen.
I correctly said that 3000 was likely to hold in October (as it did last Spring) and it did with a low of 3056. Before election uncertainty it appeared that the NASDAQ
was going to resume an uptrend since a nice rally was under way. However, once we had the unresolved election that rally abruptly reversed and it was fairly obvious
that 3000 was likely to fail. Once a major support level like that fails AND there is also this seemingly never ending election uncertainty there is the recipe for a severely
downtrending market (the NASDAQ Composite (COMPX) is down about 20% since the election).
At Bernie Schaeffer`s site he shows (did as of this writing anyway) a chart of the NASDAQ Composite (COMPX) with a 40 month moving average
(http://www.schaeffersresearch.com/schaeffer/bernie_observati… Not sure how long the link will work so my apology if it doesn`t work.). It appears
the worst case (not necessarily likely) for COMPX is a further decline to the 2500-2600 area. That type of selloff would bring COMPX below it`s 40 month moving
average and would be the first time that`s happened since the Fall of 1998 when the foreign economic crisis and LTCM bailout occurred.
So, we are near a major cycle low and now is an outstanding time to buy growth stocks. A Volatility Index (VIX) above 30 tends to coincide with cycle lows and VIX
currently stands at 30.39 as of Tuesday 11-28. HOWEVER, since volatility is very high tight stops (8-15%) are very likely to whipsaw you out of positions. Right now
fairly loose stops or buy and hold are the only options that make sense IF you are brave enough and/or calm enough to buy now.
Concerning the economy there is a fair amount of talk about "the big slowdown." It has slowed dramatically from earlier this year when it was growing at a blistering
6-7% or so. My sense is that we are now growing at about 4% in the fourth quarter which sits fairly well with the Fed. The Holiday shopping season got off to a start
that was 4% above last year for example. I don`t see a recession any time soon. The economy may slow to the 2-3% range in Q1 2001 when the Fed is likely to switch
to a neutral bias (they might in December depending upon how the economic data looks) and they might even lower rates at some point in the first or second quarter.
There is also a lot of talk about an earnings slowdown. And there is one in the economically sensitive value stocks. However, let`s take a look at all of Joe F. Rocks!
picks and see wether earnings estimates for the current fiscal year have been unchanged, rising or falling the past two months.
Core
America Online (AOL) - Rising,
Citigroup (C) - Rising,
Cisco Systems (CSCO) - Rising,
EMC (EMC) - Rising,
GM Hughes Electronics (GMH) - Falling,
Microsoft (MSFT) - Rising,
Networks Associates (NETA) - Rising,
Paychex (PAYX) - Unchanged but rose 5% from 3 months ago,
Pfizer (PFE) - Rising,
Charles Schwab (SCH) - Falling (Thanks to this market! 65 cents to 64 cents. No debacle.),
Sun Microsystems (SUNW) - Rising,
Yahoo! (YHOO) - Rising! Yes, from 47 to 48 cents. I may make YHOO my next "Stocks To Watch" pick. Of course it`s already on the buy alert list.
Non-core
CMGI (CMGI) - Falling,
Conseco (CNC) - Falling,
Gene Logic (GLGC) - Unchanged,
Corning Incorporated (GLW) - Rising,
Inktomi (INKT) - Rising,
JDS Uniphase (JDSU) - Rising,
Network Peripherals (NPIX) - Unchanged,
Onyx Pharmaceuticals (ONXX) - Rising,
PE Biosystems (PEB) - Rising,
Qualcomm (QCOM) - Falling,
Sycamore Networks (SCMR) - Rising,
Sepracor (SEPR) - Falling,
Xerox (XRX) - Falling.
Well, there is certainly no earnings debacle among Joe F. Rocks! picks. Among core quality picks, which according to Joe F. Rocks! philosophy should be about 75% of
your growth stock allocation, 7 out of 10 have rising estimates the past two months including even Yahoo! (YHOO) which has been savaged along with most of the
internet sector. Paychex (PAYX) had an unchanged estimate from two months ago but the estimate rose 5% from three months ago. Among the non-core picks the
picture isn`t quite as rosy (to be expected with non-core picks), but still there are 6 picks with rising estimates to 5 with falling estimates and two have unchanged
estimates the past two months.
Well folks, it`s getting late. I`m going to leave in some of the information from the previous "Market Barometer." The bottom line is that things aren`t as bad as they seem
(at least for my picks) and the good times will return fairly soon I suspect though no one has a crystal ball. You should NOT be buying any stock merely because I or
anyone else recommends it. You should be doing thorough due diligence and have an investment plan (see a financial planner or a registered investment advisor). Also,
you MUST have a risk mitigation strategy BEFORE you buy. Will you use tight stops, loose stops or buy and hold? Tight stops as I said already are VERY likely to
whipsaw you out of any purchase right now with growth stocks tending to have mind boggling volatility. Don`t forget to bookmark Joe F. Rocks! homepage. Good luck
and may the force be with you!
Hi folks! What a bear! This year we effectively got TWO cycle lows. One that I foresaw due to mutual fund tax loss selling in October (that even drags many winners
down as mutual funds sell them to raise cash) and the other, this unresolved election, that no one could have foreseen.
I correctly said that 3000 was likely to hold in October (as it did last Spring) and it did with a low of 3056. Before election uncertainty it appeared that the NASDAQ
was going to resume an uptrend since a nice rally was under way. However, once we had the unresolved election that rally abruptly reversed and it was fairly obvious
that 3000 was likely to fail. Once a major support level like that fails AND there is also this seemingly never ending election uncertainty there is the recipe for a severely
downtrending market (the NASDAQ Composite (COMPX) is down about 20% since the election).
At Bernie Schaeffer`s site he shows (did as of this writing anyway) a chart of the NASDAQ Composite (COMPX) with a 40 month moving average
(http://www.schaeffersresearch.com/schaeffer/bernie_observati… Not sure how long the link will work so my apology if it doesn`t work.). It appears
the worst case (not necessarily likely) for COMPX is a further decline to the 2500-2600 area. That type of selloff would bring COMPX below it`s 40 month moving
average and would be the first time that`s happened since the Fall of 1998 when the foreign economic crisis and LTCM bailout occurred.
So, we are near a major cycle low and now is an outstanding time to buy growth stocks. A Volatility Index (VIX) above 30 tends to coincide with cycle lows and VIX
currently stands at 30.39 as of Tuesday 11-28. HOWEVER, since volatility is very high tight stops (8-15%) are very likely to whipsaw you out of positions. Right now
fairly loose stops or buy and hold are the only options that make sense IF you are brave enough and/or calm enough to buy now.
Concerning the economy there is a fair amount of talk about "the big slowdown." It has slowed dramatically from earlier this year when it was growing at a blistering
6-7% or so. My sense is that we are now growing at about 4% in the fourth quarter which sits fairly well with the Fed. The Holiday shopping season got off to a start
that was 4% above last year for example. I don`t see a recession any time soon. The economy may slow to the 2-3% range in Q1 2001 when the Fed is likely to switch
to a neutral bias (they might in December depending upon how the economic data looks) and they might even lower rates at some point in the first or second quarter.
There is also a lot of talk about an earnings slowdown. And there is one in the economically sensitive value stocks. However, let`s take a look at all of Joe F. Rocks!
picks and see wether earnings estimates for the current fiscal year have been unchanged, rising or falling the past two months.
Core
America Online (AOL) - Rising,
Citigroup (C) - Rising,
Cisco Systems (CSCO) - Rising,
EMC (EMC) - Rising,
GM Hughes Electronics (GMH) - Falling,
Microsoft (MSFT) - Rising,
Networks Associates (NETA) - Rising,
Paychex (PAYX) - Unchanged but rose 5% from 3 months ago,
Pfizer (PFE) - Rising,
Charles Schwab (SCH) - Falling (Thanks to this market! 65 cents to 64 cents. No debacle.),
Sun Microsystems (SUNW) - Rising,
Yahoo! (YHOO) - Rising! Yes, from 47 to 48 cents. I may make YHOO my next "Stocks To Watch" pick. Of course it`s already on the buy alert list.
Non-core
CMGI (CMGI) - Falling,
Conseco (CNC) - Falling,
Gene Logic (GLGC) - Unchanged,
Corning Incorporated (GLW) - Rising,
Inktomi (INKT) - Rising,
JDS Uniphase (JDSU) - Rising,
Network Peripherals (NPIX) - Unchanged,
Onyx Pharmaceuticals (ONXX) - Rising,
PE Biosystems (PEB) - Rising,
Qualcomm (QCOM) - Falling,
Sycamore Networks (SCMR) - Rising,
Sepracor (SEPR) - Falling,
Xerox (XRX) - Falling.
Well, there is certainly no earnings debacle among Joe F. Rocks! picks. Among core quality picks, which according to Joe F. Rocks! philosophy should be about 75% of
your growth stock allocation, 7 out of 10 have rising estimates the past two months including even Yahoo! (YHOO) which has been savaged along with most of the
internet sector. Paychex (PAYX) had an unchanged estimate from two months ago but the estimate rose 5% from three months ago. Among the non-core picks the
picture isn`t quite as rosy (to be expected with non-core picks), but still there are 6 picks with rising estimates to 5 with falling estimates and two have unchanged
estimates the past two months.
Well folks, it`s getting late. I`m going to leave in some of the information from the previous "Market Barometer." The bottom line is that things aren`t as bad as they seem
(at least for my picks) and the good times will return fairly soon I suspect though no one has a crystal ball. You should NOT be buying any stock merely because I or
anyone else recommends it. You should be doing thorough due diligence and have an investment plan (see a financial planner or a registered investment advisor). Also,
you MUST have a risk mitigation strategy BEFORE you buy. Will you use tight stops, loose stops or buy and hold? Tight stops as I said already are VERY likely to
whipsaw you out of any purchase right now with growth stocks tending to have mind boggling volatility. Don`t forget to bookmark Joe F. Rocks! homepage. Good luck
and may the force be with you!
hier spielt die Musik
TMF Interview With Gene Logic
President & CEO Mark Gessler
With Tom Jacobs (TMF Tom9)
November 30, 2000
[Today`s story on bioinformatics company deCODE genetics` (Nasdaq: DCGN)
move into pharmacogenomics ties in with this interview.]
One exciting area of biotech today is mining the human genome for functional
genetic information. The Fool`s Tom Jacobs (TMF Tom9) recently spoke with
Mark Gessler, President and CEO of Gaithersburg, Maryland-based Gene Logic
(Nasdaq: GLGC), a bioinformatics company producing gene expression
information from its growing repository of normal and diseased human tissue.
Here is an edited transcript of their conversation.
Tom9: Mark, GeneLogic`s goal is to be world`s leading source of gene
expression information. What does that mean, so that my Aunt Harriet can
understand it? My Aunt Harriet, by the way does not own a computer, so I`m
safe, but she`s very smart.
Gessler: How genes are being used. For most of your readers, the important
distinction being made is between underlying gene sequence information,
provided by companies like Celera (NYSE: CRA) and Incyte (Nasdaq: ICNY)
as raw data. That`s like a phone book -- I`m sure Aunt Harriet still has a
phone book -- and in my community we have addresses for 60,000 people,
but in reality we don`t know what those people do based on that information.
What I would say is that what we now have with the genome, with the human genome and the baseline
blueprint of life being unraveled here, we have really the baseline "phone numbers" if you will that says
we`ve identified a gene and the 3 billion base pairs and we say that maybe there are 60,000, maybe
there are 100,000 of these genes out there, and really the next step is saying what are these genes
actually doing in the body, in diseases and under normal circumstances.
What our clients are able to do is understand more about how the pathways are
being used in the disease, and this kind of information helps them to determine
which genes should be focused on in their [product] development pipeline.
Tom9: Great. Now why is this a smart goal from a business standpoint -- for
what you`re offering to do for those folks?
Gessler: The reason it`s a smart objective is that information`s going to be the
absolute backbone of the pharmaceutical and biotech industries. While we see
more and more new technologies come out and they have implications in terms of
more experiments being run, the absolute backbone is the information and how
you manage it, how you`re comparing it. So, we want to be one of the leading players in the information
business, providing genomic information to our clients via database products, more specifically the
GeneExpress database suite.
Tom9: One of the things that sets your database apart is the vast array of tissue samples and sampling
capability that you have.
Gessler: Absolutely. We`re one of the first companies, if not the first company, to sit at this confluence
of this massive amount of genetic information with large-scale amounts of clinical information. All the
samples coming through, sourced from hospitals, from patients undergoing operations, for research into
various forms of tissue, all that tissue and all the clinical data about that patient -- without information
about that patient specifically such as identity -- goes into our database. I want to be able to look at a
specific stage of cancer, specific age ranges, specific cancer, to be able to refine down the search to a
very specific type of tissue. This is absolutely important in understanding what genes are doing what at
a particular point in time.
Our clients may have [interest in] 100 genes or 1,000 genes, but they are interested in tracking across
all the diseased genes we have in our database, and all the normal ones. We`re about 10% through to
our objective to have about 30,000 human tissues in the database over the next several years here, so
they would have the ability to scan through our database over 100,000 genes or 100 genes that they
have that they are particularly interested in and look at those genes and figure out exactly what is
going in each stage of disease under all the circumstances that are important to human life and human
health.
Tom9: I can understand why this is really important to drug makers in terms of narrowing their searches
for drug candidates and so on. They have access to your data through subscriptions?
Gessler: Yes, it`s a three-year subscription model where they pay an annual fee for the entire database
that would range, if you are a large-scale pharma company, between $2 and $6 million, and if you are a
biotech company, it`s slightly less: a $2 to $4 million range.
We charge the customers on annual basis, which gives us an underlying kind of an annuity, in terms of
the business going forward. The customers I sign up this year are going to be with me for certainly a
couple more years. That gives us the opportunity to really ramp up the revenue in the years ahead.
We`re building up a better and better annuity base each successive year.
Tom9: So a customer gets a subscription to the GeneExpress Database Suite -- it has three
components?
Gessler: Right, three primary components. First, something we call BioExpress, which is the compilation
of normal and diseased human tissues. These are the tissues that I mentioned that we`re pulling
together literally from the operating room and bringing through our process and then ends up in our
database.
The second part is something called ToxExpress, where we`re actually treating rats and we`re treating
human tissues in vitro, and we`re comparing the patterns that we see of gene expression for compounds
that are known to be toxic. Many companies want to understand what is going on with their compounds
in terms of toxicity at a very early time point, and what we`re trying to do is unearth the patterns of
gene expression that might be indicative of a compound that may not fare well in clinical development.
The third and final component of the database is something we call PharmExpress, which is very similar
to ToxExpress except we`re testing top-selling drugs across all the important disease areas such as
oncology, cardiovascular disease, CNS [central nervous system], in treating animals and then taking the
tissues from those animals and doing the same sort of scan for gene expression that we`re doing in the
case of ToxExpress -- so that we`re able to unearth, for the first time perhaps, what pathways are
being modulated and what the downstream effects of these drugs are, not only in the target organs,
but in non-target organs, which is important in designing new therapies in these diseased areas.
Tom9: Is anybody else collecting tissues with the same goal?
Gessler: I can say that there are certainly other companies that want to get into this game and want
to begin to collect tissues. Now, I`ll take this one step further, because there`s certainly a lot of talk out
there about SNPs. These are single nucleotide polymorphisms. These are base sequence changes or
differences. The differences between you and me are modest...
Tom9: We`re talking one letter differences in the A`s, C`s, G`s, and T`s of DNA.
Gessler: ...and they may have important implications to what a gene does in humans, maybe because
you are more likely to get a disease or you may be more likely to react favorably if you`re treated with a
drug. There`s a lot of talk about SNPs, where you can gather up a lot of samples from thousands of
patients simply through cheek swaps or blood draws to do that. It`s important not get confused.
If you`re doing sequence analysis, you don`t need a huge number of samples to understand the human
genetic code. If you`re on the other end and you`re looking for single based changes [SNPs], or
differences between human beings, you can gather that up in the thousands, by simply doing cheek
swabs or blood draws, or even other forms of material, but those are the two most common ways.
But when you sit in the middle, when you`re trying to do a detailed survey of precisely what`s going on
with how genes are being used for disease, you need 10 or 15 samples from each of these important
disease areas or disease stages. Think about a cancer -- seven or eight major cancers -- we have
[samples] for each pathological stage of that cancer, with all the detailed clinical information behind
them. That enables us to start to say which genes are consistently being used and which ones are not,
and how does that change as we move from each stage [of disease]. That kind of information is
absolutely vital, dependent on having high quality samples on the front end with detailed clinical
information.
Tom9: Turning to the numbers. You`re expecting $24 million to $25 million in
revenues by the end of year?
Gessler: That`s correct.
Tom9: When is estimated profitability?
Gessler: Probably two or three years away from that. We have a strong current cash position of about
$230 million and are certainly well able to finance going forward. Obviously the model we`re in is to build
the database information set up as rapidly as we possibly can, extending our first-mover advantage. We
want to pull ourselves well far away from any other competitor in this space. And for the customers,
they understand that we are the game in town. Nobody, in my view, is even close to coming up with
the kinds of levels of information at the quality and quantity we`re able to provide.
Tom9: You rely on the Affymetrix (Nasdaq: AFFX) GeneChips with 60,000 genes or gene sequences to
test your tissue samples. Is there a point at which advances come along that mean you might have to
redo your test with new equipment or information?
Gessler: We certainly save material from the samples... because there are going to be technologies in
the future that we`re going to want to take the same material and run it against. One of the key areas
if probably proteomics in the future... We still think that`s a couple of years away, but we`re setting up
the database to be able to run large scale proteomic data sets, and there are other things as well, such
as the SNP information off of our underlying samples. There are a variety of ways we can use the
samples and we`re setting up to execute on that.
Tom9: Long term, how high is the ceiling for Gene Logic? Spin out where you see your company in 10
years.
Gessler: Ten years in biotech might as well be 3,000. I want to be careful to tell you what I can see. A
couple of years ahead of us, we`re talking significant revenues, approaching $100 million if not more.
There are certainly 300 companies that can pay at the very top end of our pricing and that have the
absolute requirement for our information utility to be hooked up in house. And certainly all the biotech
companies that are out there. Literally 1,000, probably 500 at least, that could immediately use what
we`re providing in a cost-effective manner, they have no capability to generate it internally themselves,
or it wouldn`t make any sense.
Certainly pharma and biotech is the first place we`re going to start, also the diagnostic companies are
ripe for us to have customer relationships with as well... Over the next couple of years I`d be very
pleased if we had 50 or 60 biotech and pharma customers that are hooked up to our database... We`ve
started executing on a more aggressive strategy underlying the gene intellectual property and we`re
looking at ways to leverage that part of our patent portfolio as well.
TMF Interview With Gene Logic
President & CEO Mark Gessler
With Tom Jacobs (TMF Tom9)
November 30, 2000
[Today`s story on bioinformatics company deCODE genetics` (Nasdaq: DCGN)
move into pharmacogenomics ties in with this interview.]
One exciting area of biotech today is mining the human genome for functional
genetic information. The Fool`s Tom Jacobs (TMF Tom9) recently spoke with
Mark Gessler, President and CEO of Gaithersburg, Maryland-based Gene Logic
(Nasdaq: GLGC), a bioinformatics company producing gene expression
information from its growing repository of normal and diseased human tissue.
Here is an edited transcript of their conversation.
Tom9: Mark, GeneLogic`s goal is to be world`s leading source of gene
expression information. What does that mean, so that my Aunt Harriet can
understand it? My Aunt Harriet, by the way does not own a computer, so I`m
safe, but she`s very smart.
Gessler: How genes are being used. For most of your readers, the important
distinction being made is between underlying gene sequence information,
provided by companies like Celera (NYSE: CRA) and Incyte (Nasdaq: ICNY)
as raw data. That`s like a phone book -- I`m sure Aunt Harriet still has a
phone book -- and in my community we have addresses for 60,000 people,
but in reality we don`t know what those people do based on that information.
What I would say is that what we now have with the genome, with the human genome and the baseline
blueprint of life being unraveled here, we have really the baseline "phone numbers" if you will that says
we`ve identified a gene and the 3 billion base pairs and we say that maybe there are 60,000, maybe
there are 100,000 of these genes out there, and really the next step is saying what are these genes
actually doing in the body, in diseases and under normal circumstances.
What our clients are able to do is understand more about how the pathways are
being used in the disease, and this kind of information helps them to determine
which genes should be focused on in their [product] development pipeline.
Tom9: Great. Now why is this a smart goal from a business standpoint -- for
what you`re offering to do for those folks?
Gessler: The reason it`s a smart objective is that information`s going to be the
absolute backbone of the pharmaceutical and biotech industries. While we see
more and more new technologies come out and they have implications in terms of
more experiments being run, the absolute backbone is the information and how
you manage it, how you`re comparing it. So, we want to be one of the leading players in the information
business, providing genomic information to our clients via database products, more specifically the
GeneExpress database suite.
Tom9: One of the things that sets your database apart is the vast array of tissue samples and sampling
capability that you have.
Gessler: Absolutely. We`re one of the first companies, if not the first company, to sit at this confluence
of this massive amount of genetic information with large-scale amounts of clinical information. All the
samples coming through, sourced from hospitals, from patients undergoing operations, for research into
various forms of tissue, all that tissue and all the clinical data about that patient -- without information
about that patient specifically such as identity -- goes into our database. I want to be able to look at a
specific stage of cancer, specific age ranges, specific cancer, to be able to refine down the search to a
very specific type of tissue. This is absolutely important in understanding what genes are doing what at
a particular point in time.
Our clients may have [interest in] 100 genes or 1,000 genes, but they are interested in tracking across
all the diseased genes we have in our database, and all the normal ones. We`re about 10% through to
our objective to have about 30,000 human tissues in the database over the next several years here, so
they would have the ability to scan through our database over 100,000 genes or 100 genes that they
have that they are particularly interested in and look at those genes and figure out exactly what is
going in each stage of disease under all the circumstances that are important to human life and human
health.
Tom9: I can understand why this is really important to drug makers in terms of narrowing their searches
for drug candidates and so on. They have access to your data through subscriptions?
Gessler: Yes, it`s a three-year subscription model where they pay an annual fee for the entire database
that would range, if you are a large-scale pharma company, between $2 and $6 million, and if you are a
biotech company, it`s slightly less: a $2 to $4 million range.
We charge the customers on annual basis, which gives us an underlying kind of an annuity, in terms of
the business going forward. The customers I sign up this year are going to be with me for certainly a
couple more years. That gives us the opportunity to really ramp up the revenue in the years ahead.
We`re building up a better and better annuity base each successive year.
Tom9: So a customer gets a subscription to the GeneExpress Database Suite -- it has three
components?
Gessler: Right, three primary components. First, something we call BioExpress, which is the compilation
of normal and diseased human tissues. These are the tissues that I mentioned that we`re pulling
together literally from the operating room and bringing through our process and then ends up in our
database.
The second part is something called ToxExpress, where we`re actually treating rats and we`re treating
human tissues in vitro, and we`re comparing the patterns that we see of gene expression for compounds
that are known to be toxic. Many companies want to understand what is going on with their compounds
in terms of toxicity at a very early time point, and what we`re trying to do is unearth the patterns of
gene expression that might be indicative of a compound that may not fare well in clinical development.
The third and final component of the database is something we call PharmExpress, which is very similar
to ToxExpress except we`re testing top-selling drugs across all the important disease areas such as
oncology, cardiovascular disease, CNS [central nervous system], in treating animals and then taking the
tissues from those animals and doing the same sort of scan for gene expression that we`re doing in the
case of ToxExpress -- so that we`re able to unearth, for the first time perhaps, what pathways are
being modulated and what the downstream effects of these drugs are, not only in the target organs,
but in non-target organs, which is important in designing new therapies in these diseased areas.
Tom9: Is anybody else collecting tissues with the same goal?
Gessler: I can say that there are certainly other companies that want to get into this game and want
to begin to collect tissues. Now, I`ll take this one step further, because there`s certainly a lot of talk out
there about SNPs. These are single nucleotide polymorphisms. These are base sequence changes or
differences. The differences between you and me are modest...
Tom9: We`re talking one letter differences in the A`s, C`s, G`s, and T`s of DNA.
Gessler: ...and they may have important implications to what a gene does in humans, maybe because
you are more likely to get a disease or you may be more likely to react favorably if you`re treated with a
drug. There`s a lot of talk about SNPs, where you can gather up a lot of samples from thousands of
patients simply through cheek swaps or blood draws to do that. It`s important not get confused.
If you`re doing sequence analysis, you don`t need a huge number of samples to understand the human
genetic code. If you`re on the other end and you`re looking for single based changes [SNPs], or
differences between human beings, you can gather that up in the thousands, by simply doing cheek
swabs or blood draws, or even other forms of material, but those are the two most common ways.
But when you sit in the middle, when you`re trying to do a detailed survey of precisely what`s going on
with how genes are being used for disease, you need 10 or 15 samples from each of these important
disease areas or disease stages. Think about a cancer -- seven or eight major cancers -- we have
[samples] for each pathological stage of that cancer, with all the detailed clinical information behind
them. That enables us to start to say which genes are consistently being used and which ones are not,
and how does that change as we move from each stage [of disease]. That kind of information is
absolutely vital, dependent on having high quality samples on the front end with detailed clinical
information.
Tom9: Turning to the numbers. You`re expecting $24 million to $25 million in
revenues by the end of year?
Gessler: That`s correct.
Tom9: When is estimated profitability?
Gessler: Probably two or three years away from that. We have a strong current cash position of about
$230 million and are certainly well able to finance going forward. Obviously the model we`re in is to build
the database information set up as rapidly as we possibly can, extending our first-mover advantage. We
want to pull ourselves well far away from any other competitor in this space. And for the customers,
they understand that we are the game in town. Nobody, in my view, is even close to coming up with
the kinds of levels of information at the quality and quantity we`re able to provide.
Tom9: You rely on the Affymetrix (Nasdaq: AFFX) GeneChips with 60,000 genes or gene sequences to
test your tissue samples. Is there a point at which advances come along that mean you might have to
redo your test with new equipment or information?
Gessler: We certainly save material from the samples... because there are going to be technologies in
the future that we`re going to want to take the same material and run it against. One of the key areas
if probably proteomics in the future... We still think that`s a couple of years away, but we`re setting up
the database to be able to run large scale proteomic data sets, and there are other things as well, such
as the SNP information off of our underlying samples. There are a variety of ways we can use the
samples and we`re setting up to execute on that.
Tom9: Long term, how high is the ceiling for Gene Logic? Spin out where you see your company in 10
years.
Gessler: Ten years in biotech might as well be 3,000. I want to be careful to tell you what I can see. A
couple of years ahead of us, we`re talking significant revenues, approaching $100 million if not more.
There are certainly 300 companies that can pay at the very top end of our pricing and that have the
absolute requirement for our information utility to be hooked up in house. And certainly all the biotech
companies that are out there. Literally 1,000, probably 500 at least, that could immediately use what
we`re providing in a cost-effective manner, they have no capability to generate it internally themselves,
or it wouldn`t make any sense.
Certainly pharma and biotech is the first place we`re going to start, also the diagnostic companies are
ripe for us to have customer relationships with as well... Over the next couple of years I`d be very
pleased if we had 50 or 60 biotech and pharma customers that are hooked up to our database... We`ve
started executing on a more aggressive strategy underlying the gene intellectual property and we`re
looking at ways to leverage that part of our patent portfolio as well.
Gene Logic Signs LG Chemical to GeneExpress Subscription And
Custom Discovery Partnership
GAITHERSBURG, Md. and SEOUL, Korea--(BUSINESS WIRE)--Dec. 4, 2000--Gene Logic Inc. (Nasdaq:GLGC - news), a leading provider of genomic
information, and LG Chemical Ltd., the largest chemical company in Korea, announced today a two-tiered business agreement whereby LG Chemical has
subscribed to a segment of Gene Logic`s GeneExpress® database for use in their drug discovery and development programs and has entered into a
partnership to develop a custom gene expression database focused on generating and evaluating gene expression information to aid in the development of
therapeutic compounds in the field of gastrointestinal disease.
Financial terms of the multi-year subscription and custom partnership were not disclosed.
Under the terms of the GeneExpress® subscription, LG Chemical will subscribe to a subset of the GeneExpress® Suite, specifically the Oncology DataSuite.
The Oncology DataSuite is an interactive information suite containing gene expression profiles of a broad survey of human cancer types, enabling researchers
to perform a variety of cancer-related research queries.
The subscription agreement provides for broad deployment of the Oncology DataSuite and its related software tools across LG Chemical`s global research and
development infrastructure.
In addition, the terms of the GeneExpress® subscription also call for Gene Logic to construct a separate customized database containing segments of LG
Chemical`s proprietary data, which will then be integrated into their access to the Oncology DataSuite. This will enable LG Chemical`s researchers to view a
combination of both proprietary data and the nonproprietary data available from the Oncology DataSuite in a fully integrated, secure and seamless
environment.
Under the custom discovery partnership, Gene Logic will use its patented READSTM technology and Affymetrix Inc.`s (Nasdaq: AFFX - news) GeneChip®
platform to identify genes that are differentially regulated in samples taken from individuals with various gastrointestinal diseases.
Specifically, Gene Logic will apply these technologies to study gene expression profiles in various tissue types involved in gastrointestinal disease, study select
tissues following exposure to proprietary and non-proprietary compounds, and provide to LG Chemical researchers viable drug targets.
``We look forward to working closely with Gene Logic as we pursue our drug discovery and development initiatives around gastrointestinal disease,`` stated
Dr. Yang, President of LG Life Science. ``The tools offered by Gene Logic together with our internal proprietary programs should create a significant leap in
our understanding of this debilitating disease. Gene Logic has become a significant partner in LG Chemical`s ongoing drug discovery and development
research.``
``We are very pleased that LG Chemical, a company with global reach and well respected development capabilities in drug discovery and development, has
chosen to establish a business relationship with Gene Logic,`` said David S. Murray, Senior Vice President, Marketing and Sales for Gene Logic.
Continuing, Murray said, ``LG Chemical`s decision to both subscribe to the GeneExpress® Oncology DataSuite and form a discovery partnership focused on
gastrointestinal disease continues to validate the benefits of our multi-platform approach to genomics and the utility of our genomics information assets. It is
encouraging to know that scientists at LG Chemical`s multiple sites across the globe will be accessing, mining, and sharing both proprietary and non-proprietary
data provided by Gene Logic in their efforts against gastrointestinal disease.``
LG Chemical Overview
LG Chemical is the largest chemical company in Korea. Based in Seoul, LG Chemical manufactures a wide array of products, including petrochemicals,
industrial materials, automotive parts, household goods, electronic materials and pharmaceuticals. LG Chemical`s 1999 annual sales totaled KRWon 4,546
billion.
Gene Logic Inc. Overview
Gene Logic Inc. is a leading provider of genomic information, enabling the discovery and development of pharmaceutical, biotechnology, health care, and life
science products through the systematic and industrialized application of genomics and bioinformatics.
Gene Logic has built and is commercializing the world`s most comprehensive survey of gene expression in human and animal tissues. Gene expression, which
is the degree to which genes in a cell are switched on or off, or regulated, is information critical to understanding the functions of genes.
Gene Logic markets two types of gene expression database products to the global pharmaceutical, biotechnology, health care and life science industries: its
custom databases and related software products and the GeneExpress® Suite of databases.
The GeneExpress® Suite can be used to discover and validate novel drug targets, develop and prioritize therapeutic compounds and facilitate clinical trials and
patient management. Today, a number of pharmaceutical and biotechnology companies uses Gene Logic`s various gene expression products for drug
discovery, predictive toxicology and diagnostic applications.
For more information about Gene Logic, visit the company`s Web site at www.genelogic.com or telephone toll-free on 800/GENELOGIC.
All statements in this press release that are not historical are considered forward-looking statements within the meaning of Section 21E of the Securities
Exchange Act of 1934, as amended, including statements regarding Gene Logic`s ``expectations,`` ``beliefs,`` ``goals,`` ``hopes,`` ``strategies,`` or the like.
Such statements are subject to risks and uncertainties that could cause actual results to differ materially for Gene Logic from those projected, including, but not
limited to, risks and uncertainties relating to technological approaches, product development, production, market acceptance, cost and pricing of Gene Logic
products, utility of genomic information in drug discovery and development, dependence on collaborative partners, sole source suppliers, competition, ability to
sign new subscribers, customer renewals and terminations, intellectual property of Gene Logic and others, and patent protection and litigation.
These and other risk factors are discussed in Gene Logic`s Annual Report on Form 10-K for the year ended December 31, 1999 and Gene Logic`s other SEC
reports, including its Quarterly Reports on Form 10-Q.
Gene Logic expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein
to reflect any change in Gene Logic`s expectations with regard thereto or any change in events, conditions, or circumstances on which any such statements
are based.
Custom Discovery Partnership
GAITHERSBURG, Md. and SEOUL, Korea--(BUSINESS WIRE)--Dec. 4, 2000--Gene Logic Inc. (Nasdaq:GLGC - news), a leading provider of genomic
information, and LG Chemical Ltd., the largest chemical company in Korea, announced today a two-tiered business agreement whereby LG Chemical has
subscribed to a segment of Gene Logic`s GeneExpress® database for use in their drug discovery and development programs and has entered into a
partnership to develop a custom gene expression database focused on generating and evaluating gene expression information to aid in the development of
therapeutic compounds in the field of gastrointestinal disease.
Financial terms of the multi-year subscription and custom partnership were not disclosed.
Under the terms of the GeneExpress® subscription, LG Chemical will subscribe to a subset of the GeneExpress® Suite, specifically the Oncology DataSuite.
The Oncology DataSuite is an interactive information suite containing gene expression profiles of a broad survey of human cancer types, enabling researchers
to perform a variety of cancer-related research queries.
The subscription agreement provides for broad deployment of the Oncology DataSuite and its related software tools across LG Chemical`s global research and
development infrastructure.
In addition, the terms of the GeneExpress® subscription also call for Gene Logic to construct a separate customized database containing segments of LG
Chemical`s proprietary data, which will then be integrated into their access to the Oncology DataSuite. This will enable LG Chemical`s researchers to view a
combination of both proprietary data and the nonproprietary data available from the Oncology DataSuite in a fully integrated, secure and seamless
environment.
Under the custom discovery partnership, Gene Logic will use its patented READSTM technology and Affymetrix Inc.`s (Nasdaq: AFFX - news) GeneChip®
platform to identify genes that are differentially regulated in samples taken from individuals with various gastrointestinal diseases.
Specifically, Gene Logic will apply these technologies to study gene expression profiles in various tissue types involved in gastrointestinal disease, study select
tissues following exposure to proprietary and non-proprietary compounds, and provide to LG Chemical researchers viable drug targets.
``We look forward to working closely with Gene Logic as we pursue our drug discovery and development initiatives around gastrointestinal disease,`` stated
Dr. Yang, President of LG Life Science. ``The tools offered by Gene Logic together with our internal proprietary programs should create a significant leap in
our understanding of this debilitating disease. Gene Logic has become a significant partner in LG Chemical`s ongoing drug discovery and development
research.``
``We are very pleased that LG Chemical, a company with global reach and well respected development capabilities in drug discovery and development, has
chosen to establish a business relationship with Gene Logic,`` said David S. Murray, Senior Vice President, Marketing and Sales for Gene Logic.
Continuing, Murray said, ``LG Chemical`s decision to both subscribe to the GeneExpress® Oncology DataSuite and form a discovery partnership focused on
gastrointestinal disease continues to validate the benefits of our multi-platform approach to genomics and the utility of our genomics information assets. It is
encouraging to know that scientists at LG Chemical`s multiple sites across the globe will be accessing, mining, and sharing both proprietary and non-proprietary
data provided by Gene Logic in their efforts against gastrointestinal disease.``
LG Chemical Overview
LG Chemical is the largest chemical company in Korea. Based in Seoul, LG Chemical manufactures a wide array of products, including petrochemicals,
industrial materials, automotive parts, household goods, electronic materials and pharmaceuticals. LG Chemical`s 1999 annual sales totaled KRWon 4,546
billion.
Gene Logic Inc. Overview
Gene Logic Inc. is a leading provider of genomic information, enabling the discovery and development of pharmaceutical, biotechnology, health care, and life
science products through the systematic and industrialized application of genomics and bioinformatics.
Gene Logic has built and is commercializing the world`s most comprehensive survey of gene expression in human and animal tissues. Gene expression, which
is the degree to which genes in a cell are switched on or off, or regulated, is information critical to understanding the functions of genes.
Gene Logic markets two types of gene expression database products to the global pharmaceutical, biotechnology, health care and life science industries: its
custom databases and related software products and the GeneExpress® Suite of databases.
The GeneExpress® Suite can be used to discover and validate novel drug targets, develop and prioritize therapeutic compounds and facilitate clinical trials and
patient management. Today, a number of pharmaceutical and biotechnology companies uses Gene Logic`s various gene expression products for drug
discovery, predictive toxicology and diagnostic applications.
For more information about Gene Logic, visit the company`s Web site at www.genelogic.com or telephone toll-free on 800/GENELOGIC.
All statements in this press release that are not historical are considered forward-looking statements within the meaning of Section 21E of the Securities
Exchange Act of 1934, as amended, including statements regarding Gene Logic`s ``expectations,`` ``beliefs,`` ``goals,`` ``hopes,`` ``strategies,`` or the like.
Such statements are subject to risks and uncertainties that could cause actual results to differ materially for Gene Logic from those projected, including, but not
limited to, risks and uncertainties relating to technological approaches, product development, production, market acceptance, cost and pricing of Gene Logic
products, utility of genomic information in drug discovery and development, dependence on collaborative partners, sole source suppliers, competition, ability to
sign new subscribers, customer renewals and terminations, intellectual property of Gene Logic and others, and patent protection and litigation.
These and other risk factors are discussed in Gene Logic`s Annual Report on Form 10-K for the year ended December 31, 1999 and Gene Logic`s other SEC
reports, including its Quarterly Reports on Form 10-Q.
Gene Logic expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein
to reflect any change in Gene Logic`s expectations with regard thereto or any change in events, conditions, or circumstances on which any such statements
are based.
hi meier m merkt den wirklich keiner das potential von GLGC?
mfg
mfg
Servus tjatja,
heute hat es richtig Spaß gemacht, gell! Glaube mir viele
sehen das potential wirklich nicht aber wir werden unsere
freude noch haben, nur etwas Geduld.
Mfg
heute hat es richtig Spaß gemacht, gell! Glaube mir viele
sehen das potential wirklich nicht aber wir werden unsere
freude noch haben, nur etwas Geduld.
Mfg
Hi M.M.
nächste Woche soll eine Meganews kommen! Pusherei oder
realität?
Gruß
nächste Woche soll eine Meganews kommen! Pusherei oder
realität?
Gruß
HHHHHAAAAAALLLLLLLLLOOOOOOOO
MEIER M LEBST DU NOCH????????
MEIER M LEBST DU NOCH????????
Gene Expression Analysis Spurs Critical Advances and Intense Competition, According to
Cambridge Healthtech Institute Report
MONDAY, DECEMBER 11, 2000 6:59 AM
- PRNewswire
NEWTON UPPER FALLS, Mass., Dec 11, 2000 /PRNewswire via COMTEX/ -- Gene-expression- analysis
technologies, in combination with advances in bioinformatics, are rapidly generating important new insights into
diseases and promise to be crucial tools for identifying and validating drug targets. Recognizing these opportunities, a
growing number of companies are entering this field, in which at least 80 firms are now competing, according to a new
report from Cambridge Healthtech Institute`s (CHI`s) Genomic Reports series (www.genomicreports.com).
The report, Genomic-Scale Gene Expression Analysis: Advancing from DNA to Disease, analyzes current and
emerging technologies and discusses key trends, as well as the outlook for the field. It references more than 60
companies in this area, providing in-depth profiles of key competitors. Ten leading specialists in gene expression
analysis served as advisors and contributed to this report. The report also includes proprietary data from CHI`s Drug
Discovery and Development Deals Database, which reveals that Affymetrix, Incyte Genomics, and Gene Logic have
been the most active dealmakers in gene expression analysis. In addition to well-known innovators such as Affymetrix
and Incyte Genomics, other companies--such as Clontech, Nanogen, and Third Wave--are offering promising new
technologies.
CHI`s report discusses the advantages of, and hurdles inherent in, the many technologies that are available for gene
expression analysis (e.g., serial analysis of gene expression, differential display, quantitative reverse
transcription-polymerase chain reaction). These tools are revealing key molecular insights into human health and
disease, including responses to drugs and toxins. Special emphasis is placed on DNA-array technologies because
they offer the high-throughput capacity crucial for large-scale genomic analysis. Arrays have produced some important
findings lately-especially in cancer. For example, researchers have used these tools to distinguish new subtypes of
leukemias and lymphomas, melanomas, and breast cancers.
Genomic-Scale Gene Expression Analysis: Advancing from DNA to Disease is coauthored by Kent E. Vrana, Ph.D.,
associate professor and director of graduate studies in the Department of Physiology and Pharmacology at Wake
Forest University School of Medicine, and Willard M. Freeman, a postdoctoral fellow in the same department. It is part
of CHI`s new Genomic Reports series, which builds upon the company`s unparalleled standing as a producer of
cutting-edge genomic conferences. (For more details on current conferences, see www.healthtech.com.)
gruß
Cambridge Healthtech Institute Report
MONDAY, DECEMBER 11, 2000 6:59 AM
- PRNewswire
NEWTON UPPER FALLS, Mass., Dec 11, 2000 /PRNewswire via COMTEX/ -- Gene-expression- analysis
technologies, in combination with advances in bioinformatics, are rapidly generating important new insights into
diseases and promise to be crucial tools for identifying and validating drug targets. Recognizing these opportunities, a
growing number of companies are entering this field, in which at least 80 firms are now competing, according to a new
report from Cambridge Healthtech Institute`s (CHI`s) Genomic Reports series (www.genomicreports.com).
The report, Genomic-Scale Gene Expression Analysis: Advancing from DNA to Disease, analyzes current and
emerging technologies and discusses key trends, as well as the outlook for the field. It references more than 60
companies in this area, providing in-depth profiles of key competitors. Ten leading specialists in gene expression
analysis served as advisors and contributed to this report. The report also includes proprietary data from CHI`s Drug
Discovery and Development Deals Database, which reveals that Affymetrix, Incyte Genomics, and Gene Logic have
been the most active dealmakers in gene expression analysis. In addition to well-known innovators such as Affymetrix
and Incyte Genomics, other companies--such as Clontech, Nanogen, and Third Wave--are offering promising new
technologies.
CHI`s report discusses the advantages of, and hurdles inherent in, the many technologies that are available for gene
expression analysis (e.g., serial analysis of gene expression, differential display, quantitative reverse
transcription-polymerase chain reaction). These tools are revealing key molecular insights into human health and
disease, including responses to drugs and toxins. Special emphasis is placed on DNA-array technologies because
they offer the high-throughput capacity crucial for large-scale genomic analysis. Arrays have produced some important
findings lately-especially in cancer. For example, researchers have used these tools to distinguish new subtypes of
leukemias and lymphomas, melanomas, and breast cancers.
Genomic-Scale Gene Expression Analysis: Advancing from DNA to Disease is coauthored by Kent E. Vrana, Ph.D.,
associate professor and director of graduate studies in the Department of Physiology and Pharmacology at Wake
Forest University School of Medicine, and Willard M. Freeman, a postdoctoral fellow in the same department. It is part
of CHI`s new Genomic Reports series, which builds upon the company`s unparalleled standing as a producer of
cutting-edge genomic conferences. (For more details on current conferences, see www.healthtech.com.)
gruß
Hallo Leute
wer kauft sich den Genomic Report?
Gruß
wer kauft sich den Genomic Report?
Gruß
Ignore this User | Report Abuse
MOre Money for Research!!
by: amilcar_slim
12/13/00 5:32 pm
Msg: 11285 of 11287
This was from this weeks Nature. GOOD for Biotech!
-----
Nature 408, 760 (2000) © Macmillan Publishers Ltd.
California invests $300 million in high tech
REX DALTON
[SAN DIEGO] California is pumping $300 million into three new centres for biomedicine, nanotechnology and
telecommunications at the University of California (UC). The centres, which will be based in San Francisco, Los Angeles and
San Diego, will each involve several UC campuses, corporations and investors in an ambitious plan to create new technologies.
A number of state governments, including California, give limited funds to research, but the great bulk of US research funding
comes from the federal government. This year, for example, California will receive an estimated $14 billion in such funding.
But the size of the state initiative — made possible by California`s booming economy and budget surplus — may open a new era
of major scientific investment by states.
AP
Forward thinking: state governor Gray Davis reveals plans for California to `invent the future`.
Calling the project "the most ambitious scientific research initiative ever undertaken" by the state, Gray Davis, California`s
Democrat governor, says the hope is to create "three world-class research and innovation centres with a single mission: invent the
future".
The centres and collaborators are: the California Institute for Bioengineering, Biotechnology and Quantitative Biomedicine at UC
San Francisco, with UC Berkeley and UC Santa Cruz; the California NanoSystems Institute at UC Los Angeles, with UC Santa
Barbara; and the California Institute for Telecommunications and Information Technology at UC San Diego, with UC Irvine.
Each will include new buildings to house laboratories, academics and students.
The centres were recommended by a five-member panel of scientific authorities, chaired by Richard Lerner, president of the
Scripps Research Institute in La Jolla, California. The state rejected three other proposals, but one of these — a centre for
information technology at UC Berkeley, to work with three other campuses — was sufficiently strong that UC Davis will seek
funding for it in the state legislature`s upcoming budget.
A UC Irvine proposal for a centre for systems biology, and a centre for agricultural genomics involving UC Davis and UC
Riverside, were not funded. Proponents of the agricultural genomics project were disappointed, but said that promises of industry
funding mean that they aim to go ahead with the centre in a modified form.
Under the state`s plan, each of the three designated centres will receive $100 million of taxpayers` money over the next four
years. Each centre must also raise twice this from other sources, making the total potential investment worth $900 million.
Although there are many joint research projects between UC researchers and industry, the explicit mission of these centres to
work towards applied technologies has raised some questions about their academic independence.
"It is a challenge to sort how we will do this and preserve the mission of the university," says Zach Hall, vice-chancellor for
research at UC San Francisco. "But we are taking on that challenge and want to make it work."
--------------------------------------------------------------------------------
Nature © Macmillan Publishers Ltd 2000 Registered No. 785998 England.
MOre Money for Research!!
by: amilcar_slim
12/13/00 5:32 pm
Msg: 11285 of 11287
This was from this weeks Nature. GOOD for Biotech!
-----
Nature 408, 760 (2000) © Macmillan Publishers Ltd.
California invests $300 million in high tech
REX DALTON
[SAN DIEGO] California is pumping $300 million into three new centres for biomedicine, nanotechnology and
telecommunications at the University of California (UC). The centres, which will be based in San Francisco, Los Angeles and
San Diego, will each involve several UC campuses, corporations and investors in an ambitious plan to create new technologies.
A number of state governments, including California, give limited funds to research, but the great bulk of US research funding
comes from the federal government. This year, for example, California will receive an estimated $14 billion in such funding.
But the size of the state initiative — made possible by California`s booming economy and budget surplus — may open a new era
of major scientific investment by states.
AP
Forward thinking: state governor Gray Davis reveals plans for California to `invent the future`.
Calling the project "the most ambitious scientific research initiative ever undertaken" by the state, Gray Davis, California`s
Democrat governor, says the hope is to create "three world-class research and innovation centres with a single mission: invent the
future".
The centres and collaborators are: the California Institute for Bioengineering, Biotechnology and Quantitative Biomedicine at UC
San Francisco, with UC Berkeley and UC Santa Cruz; the California NanoSystems Institute at UC Los Angeles, with UC Santa
Barbara; and the California Institute for Telecommunications and Information Technology at UC San Diego, with UC Irvine.
Each will include new buildings to house laboratories, academics and students.
The centres were recommended by a five-member panel of scientific authorities, chaired by Richard Lerner, president of the
Scripps Research Institute in La Jolla, California. The state rejected three other proposals, but one of these — a centre for
information technology at UC Berkeley, to work with three other campuses — was sufficiently strong that UC Davis will seek
funding for it in the state legislature`s upcoming budget.
A UC Irvine proposal for a centre for systems biology, and a centre for agricultural genomics involving UC Davis and UC
Riverside, were not funded. Proponents of the agricultural genomics project were disappointed, but said that promises of industry
funding mean that they aim to go ahead with the centre in a modified form.
Under the state`s plan, each of the three designated centres will receive $100 million of taxpayers` money over the next four
years. Each centre must also raise twice this from other sources, making the total potential investment worth $900 million.
Although there are many joint research projects between UC researchers and industry, the explicit mission of these centres to
work towards applied technologies has raised some questions about their academic independence.
"It is a challenge to sort how we will do this and preserve the mission of the university," says Zach Hall, vice-chancellor for
research at UC San Francisco. "But we are taking on that challenge and want to make it work."
--------------------------------------------------------------------------------
Nature © Macmillan Publishers Ltd 2000 Registered No. 785998 England.
Das kann man öfter lesen
President & CEO Mark Gessler
With Tom Jacobs (TMF Tom9)
November 30, 2000
[Today`s story on bioinformatics company deCODE genetics` (Nasdaq: DCGN)
move into pharmacogenomics ties in with this interview.]
One exciting area of biotech today is mining the human genome for functional
genetic information. The Fool`s Tom Jacobs (TMF Tom9) recently spoke with
Mark Gessler, President and CEO of Gaithersburg, Maryland-based Gene Logic
(Nasdaq: GLGC), a bioinformatics company producing gene expression
information from its growing repository of normal and diseased human tissue.
Here is an edited transcript of their conversation.
Tom9: Mark, GeneLogic`s goal is to be world`s leading source of gene
expression information. What does that mean, so that my Aunt Harriet can
understand it? My Aunt Harriet, by the way does not own a computer, so I`m
safe, but she`s very smart.
Gessler: How genes are being used. For most of your readers, the important
distinction being made is between underlying gene sequence information,
provided by companies like Celera (NYSE: CRA) and Incyte (Nasdaq: ICNY)
as raw data. That`s like a phone book -- I`m sure Aunt Harriet still has a
phone book -- and in my community we have addresses for 60,000 people,
but in reality we don`t know what those people do based on that information.
What I would say is that what we now have with the genome, with the human genome and the baseline
blueprint of life being unraveled here, we have really the baseline "phone numbers" if you will that says
we`ve identified a gene and the 3 billion base pairs and we say that maybe there are 60,000, maybe
there are 100,000 of these genes out there, and really the next step is saying what are these genes
actually doing in the body, in diseases and under normal circumstances.
What our clients are able to do is understand more about how the pathways are
being used in the disease, and this kind of information helps them to determine
which genes should be focused on in their [product] development pipeline.
Tom9: Great. Now why is this a smart goal from a business standpoint -- for
what you`re offering to do for those folks?
Gessler: The reason it`s a smart objective is that information`s going to be the
absolute backbone of the pharmaceutical and biotech industries. While we see
more and more new technologies come out and they have implications in terms of
more experiments being run, the absolute backbone is the information and how
you manage it, how you`re comparing it. So, we want to be one of the leading players in the information
business, providing genomic information to our clients via database products, more specifically the
GeneExpress database suite.
Tom9: One of the things that sets your database apart is the vast array of tissue samples and sampling
capability that you have.
Gessler: Absolutely. We`re one of the first companies, if not the first company, to sit at this confluence
of this massive amount of genetic information with large-scale amounts of clinical information. All the
samples coming through, sourced from hospitals, from patients undergoing operations, for research into
various forms of tissue, all that tissue and all the clinical data about that patient -- without information
about that patient specifically such as identity -- goes into our database. I want to be able to look at a
specific stage of cancer, specific age ranges, specific cancer, to be able to refine down the search to a
very specific type of tissue. This is absolutely important in understanding what genes are doing what at
a particular point in time.
Our clients may have [interest in] 100 genes or 1,000 genes, but they are interested in tracking across
all the diseased genes we have in our database, and all the normal ones. We`re about 10% through to
our objective to have about 30,000 human tissues in the database over the next several years here, so
they would have the ability to scan through our database over 100,000 genes or 100 genes that they
have that they are particularly interested in and look at those genes and figure out exactly what is
going in each stage of disease under all the circumstances that are important to human life and human
health.
Tom9: I can understand why this is really important to drug makers in terms of narrowing their searches
for drug candidates and so on. They have access to your data through subscriptions?
Gessler: Yes, it`s a three-year subscription model where they pay an annual fee for the entire database
that would range, if you are a large-scale pharma company, between $2 and $6 million, and if you are a
biotech company, it`s slightly less: a $2 to $4 million range.
We charge the customers on annual basis, which gives us an underlying kind of an annuity, in terms of
the business going forward. The customers I sign up this year are going to be with me for certainly a
couple more years. That gives us the opportunity to really ramp up the revenue in the years ahead.
We`re building up a better and better annuity base each successive year.
Tom9: So a customer gets a subscription to the GeneExpress Database Suite -- it has three
components?
Gessler: Right, three primary components. First, something we call BioExpress, which is the compilation
of normal and diseased human tissues. These are the tissues that I mentioned that we`re pulling
together literally from the operating room and bringing through our process and then ends up in our
database.
The second part is something called ToxExpress, where we`re actually treating rats and we`re treating
human tissues in vitro, and we`re comparing the patterns that we see of gene expression for compounds
that are known to be toxic. Many companies want to understand what is going on with their compounds
in terms of toxicity at a very early time point, and what we`re trying to do is unearth the patterns of
gene expression that might be indicative of a compound that may not fare well in clinical development.
The third and final component of the database is something we call PharmExpress, which is very similar
to ToxExpress except we`re testing top-selling drugs across all the important disease areas such as
oncology, cardiovascular disease, CNS [central nervous system], in treating animals and then taking the
tissues from those animals and doing the same sort of scan for gene expression that we`re doing in the
case of ToxExpress -- so that we`re able to unearth, for the first time perhaps, what pathways are
being modulated and what the downstream effects of these drugs are, not only in the target organs,
but in non-target organs, which is important in designing new therapies in these diseased areas.
Tom9: Is anybody else collecting tissues with the same goal?
Gessler: I can say that there are certainly other companies that want to get into this game and want
to begin to collect tissues. Now, I`ll take this one step further, because there`s certainly a lot of talk out
there about SNPs. These are single nucleotide polymorphisms. These are base sequence changes or
differences. The differences between you and me are modest...
Tom9: We`re talking one letter differences in the A`s, C`s, G`s, and T`s of DNA.
Gessler: ...and they may have important implications to what a gene does in humans, maybe because
you are more likely to get a disease or you may be more likely to react favorably if you`re treated with a
drug. There`s a lot of talk about SNPs, where you can gather up a lot of samples from thousands of
patients simply through cheek swaps or blood draws to do that. It`s important not get confused.
If you`re doing sequence analysis, you don`t need a huge number of samples to understand the human
genetic code. If you`re on the other end and you`re looking for single based changes [SNPs], or
differences between human beings, you can gather that up in the thousands, by simply doing cheek
swabs or blood draws, or even other forms of material, but those are the two most common ways.
But when you sit in the middle, when you`re trying to do a detailed survey of precisely what`s going on
with how genes are being used for disease, you need 10 or 15 samples from each of these important
disease areas or disease stages. Think about a cancer -- seven or eight major cancers -- we have
[samples] for each pathological stage of that cancer, with all the detailed clinical information behind
them. That enables us to start to say which genes are consistently being used and which ones are not,
and how does that change as we move from each stage [of disease]. That kind of information is
absolutely vital, dependent on having high quality samples on the front end with detailed clinical
information.
Tom9: Turning to the numbers. You`re expecting $24 million to $25 million in
revenues by the end of year?
Gessler: That`s correct.
Tom9: When is estimated profitability?
Gessler: Probably two or three years away from that. We have a strong current cash position of about
$230 million and are certainly well able to finance going forward. Obviously the model we`re in is to build
the database information set up as rapidly as we possibly can, extending our first-mover advantage. We
want to pull ourselves well far away from any other competitor in this space. And for the customers,
they understand that we are the game in town. Nobody, in my view, is even close to coming up with
the kinds of levels of information at the quality and quantity we`re able to provide.
Tom9: You rely on the Affymetrix (Nasdaq: AFFX) GeneChips with 60,000 genes or gene sequences to
test your tissue samples. Is there a point at which advances come along that mean you might have to
redo your test with new equipment or information?
Gessler: We certainly save material from the samples... because there are going to be technologies in
the future that we`re going to want to take the same material and run it against. One of the key areas
if probably proteomics in the future... We still think that`s a couple of years away, but we`re setting up
the database to be able to run large scale proteomic data sets, and there are other things as well, such
as the SNP information off of our underlying samples. There are a variety of ways we can use the
samples and we`re setting up to execute on that.
Tom9: Long term, how high is the ceiling for Gene Logic? Spin out where you see your company in 10
years.
Gessler: Ten years in biotech might as well be 3,000. I want to be careful to tell you what I can see. A
couple of years ahead of us, we`re talking significant revenues, approaching $100 million if not more.
There are certainly 300 companies that can pay at the very top end of our pricing and that have the
absolute requirement for our information utility to be hooked up in house. And certainly all the biotech
companies that are out there. Literally 1,000, probably 500 at least, that could immediately use what
we`re providing in a cost-effective manner, they have no capability to generate it internally themselves,
or it wouldn`t make any sense.
Certainly pharma and biotech is the first place we`re going to start, also the diagnostic companies are
ripe for us to have customer relationships with as well... Over the next couple of years I`d be very
pleased if we had 50 or 60 biotech and pharma customers that are hooked up to our database... We`ve
started executing on a more aggressive strategy underlying the gene intellectual property and we`re
looking at ways to leverage that part of our patent portfolio as well.
President & CEO Mark Gessler
With Tom Jacobs (TMF Tom9)
November 30, 2000
[Today`s story on bioinformatics company deCODE genetics` (Nasdaq: DCGN)
move into pharmacogenomics ties in with this interview.]
One exciting area of biotech today is mining the human genome for functional
genetic information. The Fool`s Tom Jacobs (TMF Tom9) recently spoke with
Mark Gessler, President and CEO of Gaithersburg, Maryland-based Gene Logic
(Nasdaq: GLGC), a bioinformatics company producing gene expression
information from its growing repository of normal and diseased human tissue.
Here is an edited transcript of their conversation.
Tom9: Mark, GeneLogic`s goal is to be world`s leading source of gene
expression information. What does that mean, so that my Aunt Harriet can
understand it? My Aunt Harriet, by the way does not own a computer, so I`m
safe, but she`s very smart.
Gessler: How genes are being used. For most of your readers, the important
distinction being made is between underlying gene sequence information,
provided by companies like Celera (NYSE: CRA) and Incyte (Nasdaq: ICNY)
as raw data. That`s like a phone book -- I`m sure Aunt Harriet still has a
phone book -- and in my community we have addresses for 60,000 people,
but in reality we don`t know what those people do based on that information.
What I would say is that what we now have with the genome, with the human genome and the baseline
blueprint of life being unraveled here, we have really the baseline "phone numbers" if you will that says
we`ve identified a gene and the 3 billion base pairs and we say that maybe there are 60,000, maybe
there are 100,000 of these genes out there, and really the next step is saying what are these genes
actually doing in the body, in diseases and under normal circumstances.
What our clients are able to do is understand more about how the pathways are
being used in the disease, and this kind of information helps them to determine
which genes should be focused on in their [product] development pipeline.
Tom9: Great. Now why is this a smart goal from a business standpoint -- for
what you`re offering to do for those folks?
Gessler: The reason it`s a smart objective is that information`s going to be the
absolute backbone of the pharmaceutical and biotech industries. While we see
more and more new technologies come out and they have implications in terms of
more experiments being run, the absolute backbone is the information and how
you manage it, how you`re comparing it. So, we want to be one of the leading players in the information
business, providing genomic information to our clients via database products, more specifically the
GeneExpress database suite.
Tom9: One of the things that sets your database apart is the vast array of tissue samples and sampling
capability that you have.
Gessler: Absolutely. We`re one of the first companies, if not the first company, to sit at this confluence
of this massive amount of genetic information with large-scale amounts of clinical information. All the
samples coming through, sourced from hospitals, from patients undergoing operations, for research into
various forms of tissue, all that tissue and all the clinical data about that patient -- without information
about that patient specifically such as identity -- goes into our database. I want to be able to look at a
specific stage of cancer, specific age ranges, specific cancer, to be able to refine down the search to a
very specific type of tissue. This is absolutely important in understanding what genes are doing what at
a particular point in time.
Our clients may have [interest in] 100 genes or 1,000 genes, but they are interested in tracking across
all the diseased genes we have in our database, and all the normal ones. We`re about 10% through to
our objective to have about 30,000 human tissues in the database over the next several years here, so
they would have the ability to scan through our database over 100,000 genes or 100 genes that they
have that they are particularly interested in and look at those genes and figure out exactly what is
going in each stage of disease under all the circumstances that are important to human life and human
health.
Tom9: I can understand why this is really important to drug makers in terms of narrowing their searches
for drug candidates and so on. They have access to your data through subscriptions?
Gessler: Yes, it`s a three-year subscription model where they pay an annual fee for the entire database
that would range, if you are a large-scale pharma company, between $2 and $6 million, and if you are a
biotech company, it`s slightly less: a $2 to $4 million range.
We charge the customers on annual basis, which gives us an underlying kind of an annuity, in terms of
the business going forward. The customers I sign up this year are going to be with me for certainly a
couple more years. That gives us the opportunity to really ramp up the revenue in the years ahead.
We`re building up a better and better annuity base each successive year.
Tom9: So a customer gets a subscription to the GeneExpress Database Suite -- it has three
components?
Gessler: Right, three primary components. First, something we call BioExpress, which is the compilation
of normal and diseased human tissues. These are the tissues that I mentioned that we`re pulling
together literally from the operating room and bringing through our process and then ends up in our
database.
The second part is something called ToxExpress, where we`re actually treating rats and we`re treating
human tissues in vitro, and we`re comparing the patterns that we see of gene expression for compounds
that are known to be toxic. Many companies want to understand what is going on with their compounds
in terms of toxicity at a very early time point, and what we`re trying to do is unearth the patterns of
gene expression that might be indicative of a compound that may not fare well in clinical development.
The third and final component of the database is something we call PharmExpress, which is very similar
to ToxExpress except we`re testing top-selling drugs across all the important disease areas such as
oncology, cardiovascular disease, CNS [central nervous system], in treating animals and then taking the
tissues from those animals and doing the same sort of scan for gene expression that we`re doing in the
case of ToxExpress -- so that we`re able to unearth, for the first time perhaps, what pathways are
being modulated and what the downstream effects of these drugs are, not only in the target organs,
but in non-target organs, which is important in designing new therapies in these diseased areas.
Tom9: Is anybody else collecting tissues with the same goal?
Gessler: I can say that there are certainly other companies that want to get into this game and want
to begin to collect tissues. Now, I`ll take this one step further, because there`s certainly a lot of talk out
there about SNPs. These are single nucleotide polymorphisms. These are base sequence changes or
differences. The differences between you and me are modest...
Tom9: We`re talking one letter differences in the A`s, C`s, G`s, and T`s of DNA.
Gessler: ...and they may have important implications to what a gene does in humans, maybe because
you are more likely to get a disease or you may be more likely to react favorably if you`re treated with a
drug. There`s a lot of talk about SNPs, where you can gather up a lot of samples from thousands of
patients simply through cheek swaps or blood draws to do that. It`s important not get confused.
If you`re doing sequence analysis, you don`t need a huge number of samples to understand the human
genetic code. If you`re on the other end and you`re looking for single based changes [SNPs], or
differences between human beings, you can gather that up in the thousands, by simply doing cheek
swabs or blood draws, or even other forms of material, but those are the two most common ways.
But when you sit in the middle, when you`re trying to do a detailed survey of precisely what`s going on
with how genes are being used for disease, you need 10 or 15 samples from each of these important
disease areas or disease stages. Think about a cancer -- seven or eight major cancers -- we have
[samples] for each pathological stage of that cancer, with all the detailed clinical information behind
them. That enables us to start to say which genes are consistently being used and which ones are not,
and how does that change as we move from each stage [of disease]. That kind of information is
absolutely vital, dependent on having high quality samples on the front end with detailed clinical
information.
Tom9: Turning to the numbers. You`re expecting $24 million to $25 million in
revenues by the end of year?
Gessler: That`s correct.
Tom9: When is estimated profitability?
Gessler: Probably two or three years away from that. We have a strong current cash position of about
$230 million and are certainly well able to finance going forward. Obviously the model we`re in is to build
the database information set up as rapidly as we possibly can, extending our first-mover advantage. We
want to pull ourselves well far away from any other competitor in this space. And for the customers,
they understand that we are the game in town. Nobody, in my view, is even close to coming up with
the kinds of levels of information at the quality and quantity we`re able to provide.
Tom9: You rely on the Affymetrix (Nasdaq: AFFX) GeneChips with 60,000 genes or gene sequences to
test your tissue samples. Is there a point at which advances come along that mean you might have to
redo your test with new equipment or information?
Gessler: We certainly save material from the samples... because there are going to be technologies in
the future that we`re going to want to take the same material and run it against. One of the key areas
if probably proteomics in the future... We still think that`s a couple of years away, but we`re setting up
the database to be able to run large scale proteomic data sets, and there are other things as well, such
as the SNP information off of our underlying samples. There are a variety of ways we can use the
samples and we`re setting up to execute on that.
Tom9: Long term, how high is the ceiling for Gene Logic? Spin out where you see your company in 10
years.
Gessler: Ten years in biotech might as well be 3,000. I want to be careful to tell you what I can see. A
couple of years ahead of us, we`re talking significant revenues, approaching $100 million if not more.
There are certainly 300 companies that can pay at the very top end of our pricing and that have the
absolute requirement for our information utility to be hooked up in house. And certainly all the biotech
companies that are out there. Literally 1,000, probably 500 at least, that could immediately use what
we`re providing in a cost-effective manner, they have no capability to generate it internally themselves,
or it wouldn`t make any sense.
Certainly pharma and biotech is the first place we`re going to start, also the diagnostic companies are
ripe for us to have customer relationships with as well... Over the next couple of years I`d be very
pleased if we had 50 or 60 biotech and pharma customers that are hooked up to our database... We`ve
started executing on a more aggressive strategy underlying the gene intellectual property and we`re
looking at ways to leverage that part of our patent portfolio as well.
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