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      Avatar
      schrieb am 03.07.00 17:09:40
      Beitrag Nr. 1 ()
      Servus zusammen

      versuche mal einen informativen thread zu GLGC zu eröffnen hoffentlich wirds was!




      GLGC is ahead, CRA drifts to profitable field of gene expression:
      Celera to Shift Focus to Patentable Discoveries
      --------------------------------------------------------------------------------

      By Kate Fodor

      NEW YORK, Jun 28 (Reuters Health) - A day after making a worldwide splash by announcing that it had sequenced the
      entire human genome, Celera Genomics said on Tuesday that it will turn its attention to other, potentially more
      profitable, endeavors.

      Speaking to investors during a conference call, Tony L. White, chairman of the PE Corporation, Celera`s parent
      company, said that "all of the energy" of the genomics unit will be directed toward discovery efforts "that are subject to
      intellectual property protection."

      While politicians and the media have been busily singing Celera`s praises, investors appear skeptical about the
      company`s ability to translate its accomplishment into a profit. On the New York Stock Exchange on Tuesday, the
      company closed down 14 at 100, well off its all-time high of 276.

      The financial community`s wariness hinges largely on the assumption that Celera will not be permitted to patent the
      human genome or any of its parts.

      Although the matter has not been settled, it appears unlikely that the US Patent and Trademark Office will allow any
      firm to claim a piece of the genome as its own intellectual property. More plausible is the possibility that the office will
      grant patents on the functionality of the genes or on their therapeutic uses.

      As a result, Celera has identified proteomics — or the analysis of protein expression of healthy and diseased tissues
      — and SNP research, which identifies variations within a DNA sequence, as areas that the company will be "entering
      in a big way," Celera President and Chief Scientific Officer Dr. J. Craig Venter said during the conference call.

      The move toward discovery efforts represents "a shift from what we`ve been doing," White acknowledged. "Our focus
      from the formation of the company 2 years ago was to build a significant bioinformatics presence," he said, "but we
      have the money to pursue a much more grandiose strategy now and we intend to do that."

      "In the past several months, we`ve been quietly working to really build the business organization," Venter reported.
      Along with hiring managers with expertise in its new areas of focus, Celera has been aggressively raising venture
      capital and has banked about $1.2 billion with which to pursue its new business model, he said.

      Celera now views itself as comprising four separate segments: the original bioinformatics unit created to license
      genomic databases; a discovery unit that will concentrate on proteomics and SNPs; a unit focused on annotating the
      genome using computer chips acquired through the company`s recent purchase of the supercomputing technology firm
      Paracel; and a business development unit that will seek out partners for revenue generating collaborations.

      "The road to profit is by segment," Venter told investors on Tuesday, predicting that the database subscription
      business will be profitable within the next couple of years, while the newer areas of concentration will be slower to
      operate in the black.

      Venter also stressed that Celera hasn`t finished its sequencing efforts. The company expects to complete the mouse
      genome by the end of the year and also plans more sequencing of the human genome.

      A number of other species are also candidates, he said, adding that Celera "has been asked to consider everything
      from camel to cow genomes." The chimp is a forerunner, he noted, as is the rat, which is often used in pharmaceutical
      toxicology studies, and the dog, around which many nutritional and behavioral studies are built.

      The new sequencing efforts will be conducted primarily through revenue-producing collaborations and will "be heavily
      influenced by the opportunities for intellectual property," White reassured investors.

      Separately, Seattle-based biotech firm Immunex announced on Tuesday that it has purchased 5-year subscriptions to
      several Celera databases, joining other high-profile companies, including Amgen, Novartis and Pharmacia.

      Subscriptions cost pharmaceutical companies about $5 million a year, according to a Celera spokesman, although
      previous partners have reportedly subscribed at a cost of roughly $50 million for a 5-year contract. Price adjustments
      are based on the length of the agreement and the scope of the access, according to Celera.

      During Tuesday`s teleconference, Venter acknowledged that the fee puts the service "out of the range of a lot of
      biotech companies" and said that Celera has initiated a "shared risk" model for the biotech industry, under which the
      companies pay about half of what big pharma pays, but agree to share profits on products developed using their
      subscriptions.

      Celera also is at work on developing an appropriate licensing scheme for academic researchers, he noted, adding
      that they will be offered a substantially reduced subscription rate. The firm is using its one and only university
      subscriber as a test case to determine the best structure for its relationship to the academic community, he noted.

      SG Cowen analyst Eric Schmidt told Reuters that "anyone in the business of genetic research could be a Celera
      customer, including pharmaceuticals companies, universities, hospital labs and even physicians on Main Street."
      Nevertheless, he agreed with the company`s own estimates that the subscription business is unlikely to produce a
      profit in the near future.
      Avatar
      schrieb am 04.07.00 16:48:07
      Beitrag Nr. 2 ()
      das mal ganz allgemein



      Following is a complete transcript of last weekend`s installment of "CBS
      MarketWatch Weekend," as recorded by Federal News Service for the
      weekend of July 1

      MS. MCGINNIS: Coming up on "CBS MarketWatch Weekend": The
      historic mapping of the human genetic code is sending shock waves
      through the scientific community and Wall Street, where genomic stocks
      have taken on a life of their own. We`ll tell you how you can get in on the
      action.

      Plus we pin down the CEO of the World Wrestling Federation, Linda
      McMahon. Find out how the company wrestles with USA Networks and
      its plans for expansion.

      And Marshall Loeb is here with one more tool you can use to accumulate
      wealth. This week Marshall tackles flexible spending accounts. You`ll be
      surprised how much you can save and on what.

      It`s all straight ahead on "CBS MarketWatch Weekend."

      Hello, and welcome to "CBS MarketWatch Weekend." I`m Susan
      McGinnis.

      It is official; your online signature now holds the same legal status as your
      signature made with ink on paper. President Clinton just signed the bill
      into law the old-fashioned way.

      If you shop on the Internet, this law will let you seal a deal, even for things
      like a car or a home mortgage, with just a few clicks on the keyboard.

      (Begin videotaped sequence.)

      PRESIDENT BILL CLINTON: Let`s see if this works. (Soft laughter.)

      MEMBER OF THE AUDIENCE: All right!

      PRESIDENT CLINTON: And there it is! (Applause.)

      (End videotaped sequence.)

      MS. MCGINNIS: Consumers will have to agree to electronically sign
      contracts and consent to receiving records over the Internet. Companies
      will have to verify that customers have an operating e-mail address and
      other technical means of receiving information.

      The law takes effect October the 1st. As of next March, companies can
      begin keeping legal records electronically, like mortgages and financial
      securities.

      Meanwhile, investors wrapped up the trading week and the quarter,
      heading into the holiday weekend. It should be a light week on Wall
      Street. Let`s check out the highlights with Alexis Christoforous. Alexis?

      ALEXIS CHRISTOFOROUS: Susan, Wall Street closed the book on
      the second quarter, and it was a rough one for the once high-flying
      technology sector. Health care, utilities, and energy stocks enjoyed the
      biggest gains in the quarter, while tech issues took a back seat, forcing the
      NASDAQ to stage its first quarterly loss since 1998.

      Year-to-date, all three major indexes are in the red. The Dow industrials
      (26099401: news, msgs) are down more than 9 percent; the S&P 500
      (SPX: news, msgs), off about 1 percent; and the NASDAQ (COMP:
      news, msgs) down 2-1/2 percent.

      But investors and money managers decided to pile up on the tech stocks
      in the final trading day of the second quarter. On Friday the NASDAQ
      rallied nearly 89 points, and after a choppy session, the Dow industrials
      rose 49, while the S&P 500 climbed 12 points.

      Here at the NASDAQ, JDS Uniphase (JDSU: news, msgs) rallied 3-1/2
      points after being added to Paine Webber`s (PWJ: news, msgs)
      highlighted stocks list; Veritas (VTS: news, msgs), up nearly $8; another
      big winner, Oracle (ORCL: news, msgs), rallying nearly 4. Both those
      companies rose on optimism that sales will pick up in the coming months.

      Well, the stock market will close early, at 1:00 p.m. Eastern Time
      Monday. There will be no trading on the 4th. But the main event of the
      week will be the jobs report on Friday.

      That`s all from the NASDAQ. Susan, back to you.

      MS. MCGINNIS: All right. Thanks for that, Alexis.

      Well, this past week, scientists unveiled the blueprint of the human genetic
      code, which will lead to a better understanding of how genes influence
      health and disease. Wall Street`s been buzzing about the company`s
      involved in gene therapy for months. Their stock prices have been on a
      tear, but have also been extremely volatile. A new mutual fund that
      focuses on genomics companies is up about 40 percent since its March
      1st launch. Stacey Tisdale talked with the fund`s manager, Steven Newby,
      of Genomics Fund.com (GENEX: news, msgs) about finding the winners
      in this sector.

      STACEY TISDALE (Broadcast correspondent): Despite your fund`s
      impressive 40 percent gain for the quarter, it`s hardly been a one-way
      street higher. Can you explain some of the volatility and the risk that`s
      associated with genomics stocks?

      STEVEN NEWBY (Fund manager, Genomics Fund.com): Well, I think
      earlier this year they were bid to unrealistic levels because of the money
      coming out of the Internet stocks, the momentum traders, et cetera. Now,
      that bubble burst in March and we had a sharp retreat, and now we`re in
      a very volatile period, and I think that`s going to continue for some time to
      come. So investors should be very cautious in entering this market.

      MS. TISDALE: Well, how do you pick the winners? How did these
      companies turn the promise of this science into hard-core profits?

      MR. NEWBY: Well, you have to look at the employees, the PhDs, the
      patent protection they have, their place in the industry, a number of
      factors, some not traditional because their earnings aren`t really there yet
      except for a very few companies.

      MS. TISDALE: Well, how long do you think it`s going to take for these
      companies to really cash in on the science? Is this a long-term play for
      investors?

      MR. NEWBY: It`s a long-term play, but I think the cashing-in might
      happen sooner than many people expect. These genomic discoveries
      allow drugs to come to market in a much-shortened time frame than the
      traditional methods used by pharmaceutical companies.

      MS. TISDALE: So are you talking a few years?

      MR. NEWBY: I`m talking about three to five years for some, longer for
      others, shorter for a few.

      MS. MCGINNIS: The Genomics Fund.com`s top holdings include Celera
      Genomics, Millenium Pharmaceuticals (MLNM: news, msgs), Gene Logic
      (GLGC: news, msgs), Affymetrix (AFFX: news, msgs) and Protein
      Design Labs (PDLI: news, msgs). The minimum investment is $5,000.
      And there are many other biotechnology funds that hold genomics stocks.

      Coming up, the chief executive of the World Wrestling Federation
      (WWFE: news, msgs)gets "down and dirty" about the business of
      wrestling. Betsy Karetnick speaks to the voice behind the WWF, Linda
      McMahon.

      (Announcements.)

      MS. MCGINNIS: The IPO market bounced back to life this past week.
      Marvell Technology (MRVL: news, msgs), Click Commerce (CKCM:
      news, msgs) and Stratos Lightwave (STLW: news, msgs) all soared in
      their first day of trading, that after 83 companies cancelled or postponed
      their market debuts in the second quarter. But many small companies are
      still braving the world of the public markets. Across the Pacific in London,
      small companies get the chance to prove themselves on London`s AIM
      exchange first. As Thom Calandra explains, some of these companies
      could be worth a look, especially while they`re still cheap.

      Here`s Thom.

      THOM CALANDRA (editor-in-chief, CBS and FT MarketWatch):
      Small stocks are the scourge of investors these days. Companies worth
      $1 billion or less make up 80 percent of the world`s stock markets, but
      most small stocks are money losers.

      That hasn`t deterred London`s Alternative Investment Market. AIM
      started with 10 companies in 1995. Now it has almost 500 tiny European
      companies. It`s like the Bulletin Board of Europe. AIM has raised about
      $7 billion for 570 companies in its five years. U.S. investors can use an
      online broker to buy many of these London-traded shares.

      Theresa Wallis at the Alternative Investment Market has no delusions of
      grandeur.

      THERESA WALLIS (COO, AIM): AIM is viewed and used as a kind
      of stepping stone to the main market or to techMARK. It is a company`s
      first experience of life on a public market.

      MR. CALANDRA: She realizes the success of her high-growth stock
      exchange and others, like NASDAQ, comes from technology stocks.
      With that success comes a roller coaster ride that can make most
      investors sick to their stomachs, like the downhill ride that shares of
      Lastminute.com are on right now.

      The British travel company`s shares went public this Spring on the London
      Stock Exchange and on NASDAQ when Internet stocks were peaking.
      Then they crashed. Now, trading activity in Lastminute.com shares in
      London and on NASDAQ has evaporated. Like I said, small stocks, like
      Lastminute.com, get no love these days from investors.

      In London, this is Thom Calandra for MarketWatch.com.

      MS. MCGINNIS: All right, thanks, Thom. And a reminder, you can find
      all of Thom`s "StockWatch" columns on our website at
      CBS.MarketWatch.com or on AOL at keyword "MarketWatch."

      And the winner is Viacom (92552420: news, msgs). We`re talking about
      the battle to broadcast the wildly popular World Wrestling Federation
      shows. This past week, a Delaware court ruled the WWF can leave a
      long-time relationship with USA Networks and enter into a bigger and
      better deal with Viacom, bringing a coveted young male audience with it.

      Most people know the wrestling programmer for its showboat chairman,
      Vince McMahon, but behind the man is a hard-driving spouse and chief
      executive. Betsy Karetnick had a heart-to-heart with CEO Linda
      McMahon about the Viacom deal and life running an entertainment
      empire.

      LINDA MCMAHON (CEO, WWF Entertainment): The relationship
      with MTV, I think, is especially good because we are launching a new
      record label, we are going to expand our music business. We currently
      have released our entrance themes for our superstars on CDs and they`ve
      both gone platinum, but now we`re just going to do it under our own label
      and have bands, you know, et cetera, that will play at our WWF New
      York complex.

      BETSY KARETNICK: For investors, this is a new thing for you. It hasn`t
      been an easy road. Your stock price has gone way down below the
      offering price. It`s now just a couple of dollars above the offering price.
      How do you explain it to them?

      MS. MCMAHON: The stock took a really big dig when we first
      announced the XFL last February. We didn`t announce it in a very
      standard, traditional way, with all the T`s crossed and the I`s dotted. We
      chose the moment to announce stock right after the Super Bowl, taking
      advantage of the marketing timing, when, you know, viewer interest is
      very keen in football. And so we knew that that`s the time that we would
      be playing next year, so instead of waiting till we had all the T`s crossed
      and the I`s dotted, we made the announcement. We did the marketing
      side of announcing. And we will always do what is really good for the
      business, but we do want our investors to know that we`re not doing
      things without planning or thinking through them.

      MS. KARETNICK: What`s the most profitable part of your business?

      MS. MCMAHON: The most profitable sector is pay-per-view. And you
      have to look at our business really being divided into two primary revenue
      streams. One is what we call our live-event, televised, advertising,
      pay-per-viewed segment. The other is branded merchandise. The first
      piece accounts for about two-thirds, and the branded merchandise is
      about one-third. So that blend is just about right, we think.

      And our pay-per-view and our television programs occur at a live event.
      So not only do we have the revenue from the live event to offset the
      production costs of television, but then we have a venue, as -- again, as I
      said before, to have a focus group and get that constant feedback from
      the fans.

      The two books, "Have a Nice Day," by Mankind, who is Mick Foley,
      and "The Rock Says," by the Rock, both of those are really about -- even
      though they`re about the lives of the men, it`s our intellectual property that
      we own through contracts. So we share the revenues, the royalties from
      those books, with the talent, in that particular aspect. And if the Rock
      appears in a movie, there is -- or -- I use the Rock by example, but our --
      any of our superstars, there is a percentage of that fee that comes back to
      the WWF. And in exchange, we market and promote that movie and that
      film.

      (Run film clip.)

      MS. MCMAHON: That`s clearly not personal, what we`re doing in the
      arena. That`s just the fun aspect of the business.

      (Run film clip.)

      MS. MCMAHON: Certainly I don`t think I ever thought about sitting in
      my own studio, talking about a family business that has just grown so
      wonderfully over the last few years. I mean, Vince is third-generation in
      this business. Our children now, Shane and Stephanie, are
      fourth-generation. So to have the privilege of sitting and talking about our
      company and our particular business is very, very satisfying and exciting.

      MS. KARETNICK: So you saw Linda McMahon duking it out with her
      daughter a minute ago. She said that`s one of the hardest things she`s ever
      had to do.

      Also, as far as the formation of the new professional football league, XFL,
      look for it to kick off in February of next year. Susan?

      MS. MCGINNIS: Why was that so hard for Linda, Betsy? That -- it`s all
      fake, right?

      MS. KARETNICK: Well, not the slap. Apparently, the slap was real.
      And in that family, it`s not exactly PC. (Chuckles.)

      MS. MCGINNIS: Oh! Okay. Thanks for that report, Betsy. We`ll watch
      for the XFL.

      And still to come on "CBS MarketWatch Weekend": What does it take
      to get funding for an Internet start-up these days? We find out when we
      follow around a new dot-com on a search for venture capital.

      And one more way to grow your nest egg: Marshall Loeb is here next to
      tell you that you likely have a benefit from your company that you need to
      start using: the flexible spending account.

      (Announcements.)

      MS. MCGINNIS: The next time you pay for health care, how about
      paying with dollars the government hasn`t gotten its hands on yet? You
      may be surprised by how much you can save. Marshall Loeb is here now
      to talk about what are called flexible spending accounts. And Marshall,
      this is a benefit most companies offer.

      MARSHALL LOEB: That`s right, Susan. And it`s a way that you may be
      able to beat the rising cost of health care and childcare. If your employer
      offers you a so-called "flexible spending account," and most big employers
      do, then grab it. With an FSA, sometimes known as a cafeteria plan, you
      can set aside part of your pre-tax earnings to pay for health care or
      dependent care. The FSA money is not taxed, so you can save a bundle
      on taxes.

      You can set aside part of your pay up to certain annual limits set by your
      employer or the IRS, sometimes as much as $5,000 for health care and
      another $5,000 for dependent care. You then can use this tax-free money
      to pay for a wide range of services, such as medical, dental and vision
      deductibles and co-payments, prescription drug, mental health and
      substance abuse treatment co-payments; even, in some cases,
      acupuncture, or the services of a Christian Science practitioner. In the
      dependent care area, you can use your tax-free FSA dollars to pay for
      babysitters, nursery schools and child care centers, or such things as a
      housekeeper to look after an aged relative who is dependent on you.

      But one warning -- you must spend all your FSA money in the year you
      set it aside. In short, use it or lose it.

      Susan?

      MS. MCGINNIS: Marshall, what services are not covered by an FSA?

      MR. LOEB: A number of things, including health insurance premiums,
      marriage counseling fees, health clubs and -- (pause) -- hair replacement
      treatments or cosmetic surgery.

      MS. MCGINNIS: (Chuckles.) All right, thanks for that, Marshall Loeb.
      And you can find more tips on saving money as well as all of Marshall`s
      "Personal Finance" columns on our website at CBS.MarketWatch.com or
      on AOL at keyword "MarketWatch."

      Coming up, investors get ready for 24-hour trading. U.S. markets are
      fighting for market share, and Hong Kong is in the middle of the battle.
      Hong Kong`s financial secretary tells us -- (audio fade).

      (Announcements.)

      MS. MCGINNIS: Hong Kong`s role in the world economy is also
      changing. Hong Kong has experienced tremendous economic growth in
      the first quarter of 2000, and stands to benefit by becoming a gateway for
      international companies looking to enter China. We asked Hong Kong`s
      financial secretary, Sir Donald Tsang, about the impact of permanent
      Most Favored Trade status.

      SIR DONALD TSANG (Financial Secretary for Hong Kong): So far,
      not being a member of the WTO, China can invent its own rules. It can
      have differentiated rules, it can have -- it is not a rule-based market. So,
      discrimination exists. Barriers exist. But once China becomes a member of
      WTO, it would reduce tariffs, which it has pledged, and also with a
      reduction of non-trade barriers, it will mean a much more promising, a
      much more interesting market for ourselves and for United States and for
      the rest of the world.

      MS. MCGINNIS: Secretary Tsang also addressed the changing dynamic
      of investing for individuals. With 24-hour trading on the horizon, Hong
      Kong has become the international battleground for the NYSE and the
      NASDAQ over the global equity market.

      MR. TSANG: There is a common fear that while you are trading certain
      things, as you purchase certain things, when you go to sleep, the whole
      thing can reduce to nothing while the same stock is being traded
      elsewhere. I think it is primary, not an unfounded, but it is an exaggerated
      fear.

      MS. MCGINNIS: And, as for dot-com mania --

      MR. TSANG: Dot-com companies is the flavor of the year, and the Hong
      Kong following the flavor of the world definitely has fetched this particular
      fever.

      MS. MCGINNIS: Hong Kong`s Hang Seng Index (HSNG: news, msgs)
      is down nearly 7 percent year to date.

      Coming up next on "CBS MarketWatch Weekend," times are tough, at
      least for some Internet companies looking to get off the ground. We
      introduce you to 10Best.com and take you on a search for venture capital
      for an inside look at just how tough it is.

      (Announcements.)

      MS. MCGINNIS: Today`s market volatility is making the search for
      venture capital a tall order for new companies these days. Recently
      executive of a small Internet start-up in Greenville, South Carolina, came
      to New York City to meet with venture capital firms in a quest for cash.
      They let us in on that meeting, where it was easy to see things are getting
      tougher out there.

      MS. MCGINNIS: Until recently, funding a start-up Internet company
      was a no-lose bet for investors. All it took was a ".com" after a company
      name to draw millions from venture capitalists. Well, not anymore. Mike
      Flannery is a venture capitalist for Redwood Partners in New York, a
      company always looking to invest in promising new firms. But these days,
      he`s looking harder.

      MIKE FLANNERY (Redwood Partners venture capitalist): Just with the
      market correction, I`ve seen an unbelievable change in the venture capital
      companies that we co-invest with. They`re going to be much more diligent
      about looking at plans, looking at revenue models, making sure that these
      companies have a path to profitability over a certain amount of time.

      MS. MCGINNIS: That after several Internet venture turned into flops,
      and recent studies point out a lack of cash among public Internet
      companies. But that`s not stopping many entrepreneurs from bringing their
      ideas to the deal-makers, entrepreneurs like Brice Bay of 10Best.com.

      BRICE BAY (CEO, 10Best.Com): We provide a service for business
      travelers to quickly navigate to the best businesses, dining, lodging or
      activities in a city.

      MS. MCGINNIS: Here`s how it works. Go to 10Best.com, click on the
      city of your choice, then what you`re looking for -- restaurants, hotels,
      activities -- and 10Best gives you its listing of the 10 best around. 10Best
      recently met with executives of several venture capital firms in hopes of
      raising a big chunk of the $25 million it`s looking for to fund its business.
      10Best is well aware that Internet content providers are a dime a dozen
      these days; so why would these investors want to risk millions with them?
      Well, Bay believes its ace in the hole is taking its content from desktop to
      wireless devices.

      MR. BAY: It`s just that`s the growth. I mean, today the Internet -- you
      know, the traditional desktop business is a few hundred million people
      worldwide. They`re projecting wireless to be many times that. By 2003,
      they`re projecting a billion wireless users worldwide.

      MS. MCGINNIS: A skeptical Flannery was impressed by that one.

      MR. FLANNERY: The penetration of devices within hands of consumers
      is scaling at such a rapid pace that content, especially localized content for
      travelers and people that are mobile, is an exciting area to invest in.

      MS. MCGINNIS: But the most crucial information these VCs are looking
      for is, will this company make money?

      MR. FLANNERY: We`re going to look a lot closer at the potential
      revenue streams.

      MS. MCGINNIS: 10Best thinks it has what they`re looking for. It
      believes that, along with a traditional Internet revenue source of
      advertising, it can also generate revenue from syndicating its content
      through wireless devices like mobile phones as well as through
      partnerships. So far, it appears these companies like what they hear, and
      Bay is confident as well.

      MR. BAY: I like our odds. I don`t think the market is over. I think the
      market will still respond positively to good ideas and good companies.
      And I`m -- you know, you always say "what if," but we`ll see.

      MS. MCGINNIS: 10Best says that it`s nearly secured all of the initial
      funding it was looking for from those companies.

      And that wraps up this edition of "CBS MarketWatch Weekend." I`m
      Susan McGinnis. Thank you for joining us. Have a great week. And until
      next time, we`ll see you on the World Wide Web.
      Avatar
      schrieb am 05.07.00 17:21:18
      Beitrag Nr. 3 ()
      Servus zusammen,

      verstehe eins nicht das relativ hohe Handelsvolumen und der kurs der da zustande kommt!

      mfg
      Avatar
      schrieb am 05.07.00 22:36:49
      Beitrag Nr. 4 ()
      naja wer sagts den haben ja doch noch bei 35$ geschlossen!

      mfg
      Avatar
      schrieb am 08.07.00 00:22:29
      Beitrag Nr. 5 ()
      Ich glaube das Gene Logic ein Unternehemen sein kann,
      was von der weiteren Genforschung profitieren wird.
      Die verkaufen sozusagen die Schaufeln für die Suche.
      (Bioinformatik)

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      Avatar
      schrieb am 09.07.00 14:08:53
      Beitrag Nr. 6 ()
      Hallo zusammen


      Genomics drives top U.S. funds in Q2

      By Cal Mankowski


      NEW YORK, July 5 (Reuters) - Stock mutual funds investing in health and biotechnology,
      particularly companies involved in unlocking the secrets of the human genome, led the pack in the
      second quarter of 2000.

      While the average diversified fund was down 3.15 percent in the second quarter, according to
      Lipper Inc., those investing in the health/biotechnology sectors were up 18.18 percent.

      Telecommunications funds and those investing in science and technology were in the doghouse
      among the sector funds, declining 13.87 percent and 11.11 percent, respectively, for the quarter.

      Edward Rosenbaum, vice president and director of research at Lipper, noted that fund activity
      mirrored the decline in the U.S. stock market in the quarter. He also noted that on a year-to-date
      basis the funds are now back in line with the long term trend of a return in the range of 8 to 10
      percent per year after several years of exceptional returns.

      Managers running some of the hotter funds were eager to trumpet their success. "I think the
      genomic age has just begun," said Steve Newby, head of broker Newby & Co. and manager of the
      GenomicsFund.Com. "We have an exciting 100 years or so in front of us." The fledgling
      GenomicsFund.com, launched only in March and tiny with $14 million in assets, led the
      performance rankings for the second quarter, rising 39.01 percent.

      Runner-up for the quarter was the Orbitex Health & Biotechnology Fund, up 29.32 percent.
      Although the fund can invest anywhere in the health care area, manager Timothy Bepler said he
      tries to take a "modern-day" approach and about 70 percent of the assets are in biotechnology and
      half of those are in genomics. "We really benefited from the biotechnology surge and specifically
      the genomics surge," he said.

      Asked if genomics could turn out to be a minefield with unpleasant surprises similar to what roiled
      the Internet sector, Newby said there was no comparison. Although he conceded that many of the
      companies are not making money, he said a key difference from the Internet companies is
      significant barriers to entry. While anyone with a modest sum can register a web site and start an
      Internet business without too much trouble, he said, companies involved in genomics often have
      their expertise protected with patents.

      Holdings of the GenomicsFund.com include Millennium Pharmaceuticals Inc. , Human Genome
      Sciences Inc. , Gene Logic Inc. and Celera Genomic Inc. .

      Bepler said stocks like Myriad Genetics Inc. and the initial public offering Orchid BioSciences Inc.
      contributed to the performance of the Oribtex Health & Biotechnology fund in the second quarter.

      Among the diversified stock mutual funds, large-cap growth funds were down 5.01 percent in the
      quarter while large-cap value funds were down 2.40 percent. Mid-cap growth funds were down 6.26
      percent and mid-cap value funds were down 1.78 percent. Among small-cap funds, those focused
      on growth were down 5.70 percent while small-cap value funds were up 1.17 percent. The
      small-cap value funds were the only category among the diversified funds not to have a minus sign.

      Among the sector funds, real estate funds had the second-best showing with a rise of 10.58
      percent.

      The diversified value stock funds on a year-to-date basis were up 3.65 percent. In the first quarter
      of 2000, the diversified funds were up 7.04 percent.

      World equity funds declined an average 6.97 percent in the quarter.

      17:03 07-05-00

      Copyright 2000 Reuters Limited. All rights reserved. Republication or redistribution of Reuters
      content, including by framing or similar means, is expressly prohibited without the prior written
      consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any
      actions taken in reliance thereon. All active hyperlinks have been inserted by AOL.
      Avatar
      schrieb am 10.07.00 12:37:06
      Beitrag Nr. 7 ()
      Ein Datum, daß man sich merken sollte: 27.07.: Quartalszahlen-Bekanntgabe bei Gene Logic!
      Good luck 2all.

      Shumway.
      Avatar
      schrieb am 10.07.00 15:28:34
      Beitrag Nr. 8 ()
      Servus zusammen

      glaube werden eine Überaschung erleben!

      mfg
      Avatar
      schrieb am 10.07.00 15:38:36
      Beitrag Nr. 9 ()
      sagt dir das dein gefühl ????
      oder worauf begründest du deine aussage ???
      Avatar
      schrieb am 10.07.00 19:58:57
      Beitrag Nr. 10 ()
      Servus Barti

      mit Gefühlen ist das so eine Sache aber ich kann mir nicht vorstellen das die Käufe
      in den letzten 2Wochen nur zur Index Aufrischung beigetragen hat! Also manch Order
      jenseits der 200000St. Marke lässt mich doch positiver Stimmung sein? oder nicht...


      mfg
      Avatar
      schrieb am 10.07.00 20:09:43
      Beitrag Nr. 11 ()
      Hey Leute !!!
      Habe heute erste Positionen von Biotechwerten aufgebaut. Unter anderem
      Gene Logic und Creative Biom. !!!
      @ Meier M !!! Ich traue Dir eine Menge zu und Du scheinst dich einigermaßen mit der Materie
      auszukennen. Hast Du noch ein paar nette Empfehlungen, die beim nächsten Bio-Boom
      überproportional profitieren können?
      Bitte keine Förtsch oder Aktionär Empfehlungen.

      Gruß und vielen Dank
      Dr.Info
      Avatar
      schrieb am 11.07.00 08:28:28
      Beitrag Nr. 12 ()
      Guten Morgen Dr. info,

      muß gestehen bin einer sehr großer fan v. Sequenom! SQNM ist meines erachtens zur Zeit ein
      schnäppchen(lese bitte dazu dementsprechende threads!)
      Aber was ich noch empfehle ist zur Zeit Davnet auf Sicht v. 6 Monaten klarer kursverdoppler wenn
      nicht mehr!(bin schon länger dabei wie Förtsch)
      Biotechbereich ist OSI, ONXX, MYRD, VRTX zu empfehlen wenn der einstieg stimmt!

      hoffentlich konnte ich dir helfen

      mfg
      Avatar
      schrieb am 11.07.00 15:56:46
      Beitrag Nr. 13 ()
      Servus zusammen

      wird der kurs vielleicht künstlich zurückgehalten? oder was ist los!

      mfg
      Avatar
      schrieb am 11.07.00 17:38:31
      Beitrag Nr. 14 ()
      was für ein schrottwert !!!!!!!! alle bios steigen und das müllteil fällt und fällt ....
      es ist einfach nicht zu fassen. das soll noch jemand verstehen. ich versuche, bad news zu finden, aber es gibt nichts bzw. bin vieleicht zu blöde zum finden.

      ein genervter barti
      Avatar
      schrieb am 11.07.00 20:07:04
      Beitrag Nr. 15 ()
      Servus barti,

      bleib erst mal locker hier nämlich wild rum zu heulen ist nicht! Wie vorher schon
      gesagt beobachte es schon seit über einer Woche ask/bid werde nicht schlau
      daraus! Es beruhigt nur das soviele große Aufträge durchgingen den das waren
      keine privat-investoren sondern fonds (wo GLGC reichlich vertreten ist) die
      auf die Q.zahlen warten (die wie man in diversen ami-boards lesen kann) die
      anscheinend zur überraschung besser ausfallen werden! Es kommen noch
      bessere zeiten für uns. In diesem Sinne....

      mfg
      Avatar
      schrieb am 11.07.00 21:11:53
      Beitrag Nr. 16 ()
      so....

      NITIATION COVERAGE Xoma soars on initiation
      --10:49 am - By Michael Baron
      Xoma Ltd. (XOMA: news, msgs) is getting a huge lift from US Bancorp Piper Jaffray`s decision to
      initiate coverage of the Berkley, Calif., biopharmaceutical firm with a "strong buy" rating and a
      two-year price target of $14 a share. Xoma is topping the percentage gainers on the Nasdaq,
      adding 1 7/16, or 33.8 percent, to 5 11/16 on heavy volume of 3 million shares. Average daily
      volume is 1.37 million shares. US Bancorp Piper Jaffray also started coverage of a number of other
      companies in the healthcare sector. In addition to Xoma, analyst Mark Augustine initiated coverage
      of Immunex (IMNX: news, msgs) with a "buy" rating and Genentech (DNA: news, msgs) with a
      "strong buy" rating. Analyst Cynthia Glass also made a number of calls. She started coverage of
      Mylan Laboratories (MYL: news, msgs) with a "neutral" rating, Jones Pharmaceuticals (JEMD: news,
      msgs) with a "buy" rating, Forest Laboratories (FRX: news, msgs) with a "strong buy" rating, Andrx
      Corp. (ADRX: news, msgs) with a "strong buy" rating, and Barr Laboratories (BRL: news, msgs)
      with a "buy" rating.
      Chase H&Q starts biotechs
      --10:57 am - By Susan Lerner
      New Chase H&Q analyst David Molowa on Tuesday initiated coverage of four companies in the
      biotech and five in the life science technology sectors. Molowa said continued improvement in
      industry fundamentals and strong fund flows should lead to further advances for the biotech sector
      over the next 12-24 months and he started Biogen (BGEN: news, msgs) off with a "strong buy,"
      Amgen (AMGN: news, msgs) and Genentech (DNA: news, msgs) with "buy" recommendations and
      Chiron (CHIR: news, msgs) with a "market perform" rating. As for the life sciences technology
      group, Molowa thinks consolidation of the "fragmented inefficient life science technology market"
      should further enhance shareholder value. Molowa put a "strong buy" on Diversa (DVSA: news,
      msgs) and started Waters (WAT: news, msgs), Invitrogen (IVGN: news, msgs), Techne (TECH:
      news, msgs) and Molecular Devices (MDCC: news, msgs) with "buy" recommendations.
      Avatar
      schrieb am 11.07.00 23:20:11
      Beitrag Nr. 17 ()
      abend !!!!

      heulen tu ich sicher nicht, aber dafür ärgere ich mich in grund und boden. es ging mir nur darum, zu sehen, daß die bios steigen und glgc immer weiter abrutscht. musste einfach mal luft ablassen. naja, dann warten wir mal ab, bis die zahlen kommen.

      gruß
      barti
      Avatar
      schrieb am 12.07.00 05:38:37
      Beitrag Nr. 18 ()
      Guten Morgen Barti,

      bin auch zu früh in GLGC einstiegen !Wenn ich das so sehe hätte ich SQNM
      behalten sollen(verk. 46$) Das wamir eigentlich klar das ich bei GLGC
      stärkere nerven brauche als bei SQNM/VRTX! Meine positive prognose
      für diese Woche ist die 38$ zu knacken!

      mfg
      Avatar
      schrieb am 13.07.00 16:14:31
      Beitrag Nr. 19 ()
      Servus zusammen

      also bleibt investiert bin mit dieser situation auch nicht zufrieden bin nämlich
      zu 39,9 eingestiegen! Wartet nächste Woche ab die 38$ sind dann kein
      problem mehr!

      mfg
      Avatar
      schrieb am 14.07.00 22:12:33
      Beitrag Nr. 20 ()
      Hallo

      kuck mal... Real Time Quote
      Chart
      Free E-Mail
      Raging GLGC Links


      $75 Offer!!




      < Previous
      Respond
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      By: thecarlman
      Reply To: None
      Friday, 14 Jul 2000 at 2:49 PM EDT
      Post # of 1447


      In a recent issue of Time (with Craig Venter on the cover) they talked a little about GLGC and how
      they had used the chips to help decide a course of therapy for a patient with cancer. They then said
      they could give no more details because the results were going to be published in Nature (or some
      other biggie).

      Does anyone know if this article has come out already or is this just some good news in the
      hopper?
      Avatar
      schrieb am 16.07.00 13:34:28
      Beitrag Nr. 21 ()
      Hallo und einen schönen Sonntag




      Proteomics. An offshoot of the genomics revolution has been the advent of proteomics. As
      genomics is the study of the genome, the complete collection of genes in an organism, proteomics
      is defined as the study of the proteome, the complete complement of proteins. Information about a
      protein includes its amino acid sequence, its mass, and other physical properties that might be
      thought of as protein chemistry. Other investigations deal more with the proteome as a whole, such
      as large-scale pathway interaction assays, which look at large numbers of physical protein-protein
      interactions in parallel. In many ways, proteomics is highly complementary to genomics. For
      example, a proteomic lead is typically strong in potential, but difficult to follow up on. The ability to
      work backward from proteomics to genomics and discover the gene responsible for that protein
      opens many avenues of further investigation.

      Bioinformatics. High-throughput approaches to data gathering necessitate substantial data-sorting
      abilities. The expanding field of bioinformatics involves the application of computing techniques
      toward processing all of this data and making it accessible and useful. Computers are used to
      reassemble the pieces of DNA sequence that come out of sequencing efforts, to process the
      enormous data sets arising from expression profiling, and at all stages of the increasingly
      automated discovery process to manage the robotic systems that perform the various procedures.
      And, of course, bioinformatics offers a means of interpreting the results of all this manipulated data.


      A particularly large potential application uses computers to predict the significance of sequence
      data. The idea of using sequence to predict function starts with the observation that many genes fall
      into what are known as families, similar both in sequence and in function. Usually the genes, and the
      proteins that they encode, have retained certain critical, defining features over the course of
      evolution. These similarities go all the way down to the DNA sequence level, meaning that the family
      as a whole can be defined by a sort of DNA fingerprint. An analysis of new genomic sequence data
      that looks for similarities to known gene families can shed light on the function of a gene absent any
      other knowledge. Given the fact that the DNA sequence of a gene alone is sufficient to determine
      the properties of a protein, it makes sense that researchers would attempt to understand this
      translation to the level necessary to predict the characteristics of a gene based solely on that
      sequence. As simple as this might sound, the difficulty of such an endeavor is fearsome, and such
      attempts remain for the most part rudimentary. In truth, sequence analysis never relies solely on the
      sequence, since it is necessarily a comparative enterprise reliant upon the "wet biology" that has
      preceded it. The problem of sequence-function predictive analysis is multifarious, reflecting both a
      lack of computational power and a lack of accumulated knowledge on the basis of which to model
      the systems involved. One example is the relatively small amount that we know about the final
      three-dimensional structures of proteins, due to the difficulty involved in such structure
      determination. Nevertheless, there is considerable optimism that such attempts, known collectively
      as structural genomics, will eventually become an essential tool in the biologist’s toolbox.

      IV. Genomic Drugs
      Genomic information has the potential to revolutionize the pharmaceutical industry. Some of the
      new genomic therapies, such as antisense and gene therapy will be revolutionary treatments in and
      of themselves. If eventually successful, they will represent truly new paradigms of therapeutic
      intervention. But the first wave of genomic drugs will belong to the conventional classes of protein,
      antibody, and small-molecule drugs in use today. These, too, will be revolutionary. The revolution
      will come from a new fundamental understanding of the molecular basis of disease. The resulting
      explosion in new targets will serve as the basis for the development of highly specific, effective,
      and safe drugs: conventional drugs targeting revolutionary mechanisms of disease.
      Targets. At its essence, genomics is about targets. And the genomics industry is about intellectual
      property on targets. Targets are the specific points of drug intervention within biochemical disease
      pathways used to block or augment a desired function. Surprisingly, today’s global pharmaceutical
      armamentarium is directed toward no more than 400–500 targets known to the drug industry. Nearly
      half of today’s drugs target receptors, while 28% target enzymes. Many of the rest target hormones,
      growth factors, ion channels, nuclear receptors, or DNA. The mechanism/target of a large number
      of today’s drugs, 7%, remains a mystery.

      Target explosion. For the pharmaceutical and biotechnology industries, the primary value driver of
      the Genomic Era will be an explosion in targets. Today’s 400 or so targets will increase in number
      by at least one order of magnitude, to 4,000, during the next decade, according to industry
      estimates. If these numbers are achieved, today’s $300 billion pharmaceutical market could grow to
      $3 trillion by 2020. These targets will be used both as diagnostics and as focal points for the
      development of new precision drugs.

      The first wave of commercialization will be diagnostics. As genes and their protein byproducts are
      associated with disease, the information will be put to use in a rapidly growing diagnostics
      technology base, including gene-analysis chips and high-throughput mass spectrometers. These
      markers will catalyze the disease outcomes movement, enabling physicians to identify patients at
      high risk for disease and track biochemical markers associated with treatment benefit and
      compliance. Companies like Celera, Millennium, and Myriad typify these approaches. Celera will
      combine its genomic information "content" with the cutting-edge diagnostic tools platform of its
      sister company, PE Biosystems, in ways that have yet to be imagined. Millennium and Myriad, with
      genomic diagnostics already or soon to be introduced, are positioned to define new synergies
      between tomorrow’s drugs and diagnostics.

      Genomic drugs. The next wave of commercialization after diagnostics will be protein, monoclonal
      antibody, and small-molecule drugs. New proteins discovered through the genomics process may
      serve as drugs themselves, as Human Genome Sciences has demonstrated. These proteins may
      be hormones or growth factors that are either missing or under-produced in states of disease.
      Protein replacement therapy has emerged as a lower-risk paradigm for drug development as
      typified by biotechnology’s first blockbuster success, Epogen. Amgen was among the first to say,
      "If it’s missing, let’s replace it!"

      A variation on the theme of protein drugs is the class of therapeutic antibodies. Antibodies are a
      class of proteins produced by the body’s immune system in reaction to foreign invaders, such as
      bacteria and viruses. In contrast to the majority of proteins, whose characteristics are
      predetermined by the genes that encode them, antibodies are generated dynamically by the body,
      with their characteristics refined by the body’s immune system to match the profile of the invader
      with a high degree of specificity. On a theoretical level, this flexibility makes antibodies an excellent
      platform on which to develop specific drugs for defined targets. In practice, companies have been
      quite successful in engineering antibodies capable of targeting specific proteins, and many such
      products are currently in development.

      Other genes may code for proteins that are intricate parts of complex biochemical pathways. As
      drug researchers dissect these pathways, potential new targets will be identified. As these
      targets are validated, they will be assessed for rapid development of monoclonal
      antibodies to block undesired actions. Antibodies are the natural products of the immune
      system used as drugs to block or augment specific therapeutic targets. Transgenic
      mouse, humanization, and phage display technologies now make it possible to take these
      compounds from target to the clinic in less than 12 months, as Medarex has already
      shown. Other companies with widely used antibody technologies include Abgenix,
      Cambridge Antibody Technologies, and Protein Design Labs.

      Monoclonal antibodies may become an important method of validating genomic targets in humans
      because they can be quickly developed. While many antibodies will go on to achieve great
      commercial success, others will fall by the wayside in favor of higher-margin small-molecule drugs
      with similar effects. Small molecules are simply the traditional chemical drugs that the
      pharmaceutical industry has developed for decades. With this core competency, the
      pharmaceutical industry is likely to be a primary beneficiary of the Genomic Era.

      Proteins are natural targets for interventions in the treatment of disease. For example, most "drugs"
      are small molecules that act by physically interacting with proteins and altering their functions.
      Alternatively, proteins can be artificially manufactured and introduced into the body, often to replace
      a protein that is not present in sufficient quantity. Frequently, individual proteins operate as parts of
      larger systems that affect a given function, making for a plurality of potential targets for intervention
      associated with a given system. Whether the means is via a small molecule drug or introduced
      protein, the game of therapeutic development is to identify the proteins involved in the disease
      process in the cell and determine a means to affect their function.

      Gene therapy. Gene therapy is the ultimate endgame of genomics. In gene therapy, defective
      genes are simply identified and repaired. For example, in diabetes the genes responsible would be
      fixed, obviating the need for insulin and glucose monitoring. Success in gene therapy to date has
      been mixed. Although a few gene therapy treatments could be marketed during the 2000 decade,
      widespread use of gene therapy probably remains several decades away. A precursor to gene
      therapy is antisense, which uses strands of DNA or RNA to directly block transcription (coding) of
      genes by attaching to essential parts of the genes themselves or regions of DNA involved in their
      regulation.

      V. Intellectual Property
      Whatever business model genomics companies pursue, they are all participants in a great
      modern-day gold rush to patent genes and gene function. The issue received heightened attention
      this past year as Celera and the publicly funded Human Genome Project raced to complete the
      sequencing of the human genome. Standing in the way of a joint collaboration by the two entities
      was Celera’s steadfast refusal to make its gene sequence information public until it has filed the
      relevant patents globally. Supporters of the Human Genome Project’s view cite the "product of
      nature" doctrine that says products of nature are not patentable. But since a 1980 U.S. Supreme
      Court decision in Diamond v. Chakrabarty, which determined that genetically modified bacteria were
      patentable inventions, patents on products of nature have been allowed and enforced. They must
      meet the usual requirements of patentability: novelty, utility, and enablement. Novelty says it’s new,
      utility says it’s useful, and enablement says you can describe it well enough to make it work in the
      way specified. The U.S. Patent and Trademark Office remains clearly on record that it will issue
      gene patents that meet these criteria. Gene sequences alone do not suffice, but genes with
      function do.
      Like drug patents, gene patents come in two forms: composition of matter and method of use. The
      first party to discover a gene is likely to get both composition of matter and method of use for a
      specific utility. Parties discovering new methods of use for the same gene will obtain patents on the
      novel method of use only, thereby being blocked by the original parties’ composition of matter
      patents, unless they are licensed.

      To date, fewer than 3,000 gene patents have issued in the U.S. But the pace of application has
      accelerated dramatically during the past 18–24 months. Given the average USPTO review time of
      24–26 months, a barrage of new patents is likely to be issued beginning in the second half of 2000.
      It remains unclear whether the industry will adopt a litigation or settlement posture. As these patents
      issue and as industry intellectual property strategies develop, we’ll be watching closely.

      VI. Genomics Business Models
      Four primary business models have emerged in the genomics industry, as depicted in Exhibit 2.
      Exhibit 2
      Business Models of Leading Genomics Companies

      Information Companies
      --------------------------------------------------------------------------------

      Sequencing Genomic Map
      Celera Genomics
      Genome Therapeutics
      Genset
      Human Genome Sciences
      Hyseq
      Incyte Pharmaceuticals
      Millennium Pharmaceuticals
      Gene Function
      Axys Pharmaceuticals
      CuraGen
      deCODE Genetics
      Deltagen
      Diversa
      Exelixis
      Gene Logic
      Genzyme Molecular Oncology
      Human Genome Sciences
      Hyseq
      Lexicon Genetics
      Lynx Therapeutics
      Maxygen
      Millennium Pharmaceuticals
      Myriad Genetics
      Paradigm Genetics
      Quark
      Tularik
      Target Drug Discovery Companies
      --------------------------------------------------------------------------------

      Genetic Variability/SNPs
      Human Genome Sciences
      Millennium Pharmaceuticals
      Orchid Biosciences
      Sequenom


      Lead Generation/Lead Optimization
      Abgenix
      Cambridge Antibody Tech.
      Human Genome Sciences
      Medarex
      Millennium Pharmaceuticals
      MorphoSys
      Praecis
      Protein Design Labs, Inc.
      Vertex


      Forward Integrated Drug Discovery Companies
      Human Genome Sciences
      Millennium Pharmaceuticals


      Pharmacogenomics
      Genaissance Pharmaceuticals
      Millennium Pharmaceuticals
      PPGx
      Variagenics
      Visible Genetics
      Vysis
      Enabling Companies
      --------------------------------------------------------------------------------

      Sequencers

      Nycomed
      Amersham PLC
      PE Biosystems
      Waters


      DNA Arrays
      Affymetrix


      High Throughput Screening
      Aurora Biosciences
      Evotec
      LJL Biosystems


      Bioinformatics
      Compugen
      DoubleTwist
      Genomica
      Lion Biosciences


      Miniaturization
      Aclara
      Caliper


      Reagent Companies
      Bio-Rad Laboratories
      Nycomed
      Amersham PLC
      Life Technologies
      Invitrogen
      Qiagen
      Sigma Aldrich
      Information companies - Structural genomics. These are the genomics information companies,
      defining the structure of the human genome and its related proteins. They seek to become the
      "Bloombergs" of the pharmaceutical industry, providing must-have genomic sequence, variation,
      and function information in gigantic databases. Initially, companies like Celera and Incyte have
      pursued a database subscription model for deep-pocketed large pharmaceutical customers. As
      with the genomic technology companies, the key challenge is to stay ahead of the information
      obsolescence curve.

      Information companies - Functional genomics. These companies start life as genomics services
      providers to pharmaceutical companies. The pharmaceutical deals validate the technology and pay
      the bills as they build their own pipelines of proprietary drugs in an effort to skip into the genomic
      drugs category. Like other genomics participants, functional genomics companies are meaningful
      competitors in the intellectual property race. Because of customer demand, they are at the forefront
      of pharmacogenomics, applying genomic technology to the evaluation of big pharma pipeline drugs
      even before they enter human clinical testing. The key challenges for these companies are to
      preserve enough of their discoveries and intellectual property to remain competitive as standalone
      entities. Examples include CuraGen, Tularik, Myraid, Genset, Lexicon Genetics, and Gene Logic.

      Target drug discovery companies. These are the companies at the forefront of developing
      tomorrow’s genomic drugs. For example, Human Genome Sciences has identified hundreds of
      proteins that have potential for use directly as injectable drugs. Three of these are currently
      undergoing Phase II clinical testing. The other major player, Millennium Pharmaceuticals, is
      target-based, with antibody drugs in human clinical testing today and several small-molecule
      compounds directed to new genomic targets in preclinical development. The central challenge for
      this model is success in clinical trials.

      Enabling genomic technology companies. These are the tool companies providing the picks and
      shovels of the genomics industry. New research tools, gene sequencers, chips, and hardware have
      enabled the entire industry in a mere short decade. The business models are similar to the
      hardware and processor models in the technology industry, with the addition of diagnostic and
      reagent sales. The key challenge for these companies will be to remain on the cusp of the
      innovation curve as yesterday’s technologies become commoditized. Examples include PE
      Biosystems, Nycomed Amersham, Affymetrix, Nanogen, Hyseq, and Caliper.

      VII. Valuation
      The genomics industry is in its development stage by all measures. None of these companies are
      profitable, and each is in a capital spending race to build a genomics platform, capture first-mover
      advantage, and, most importantly, amass intellectual property on genes and gene function. As a
      result, investors have struggled with valuation measures. On one hand, the genomics companies of
      today may grow to become the Mercks and Pfizers of tomorrow. The early movers are already
      acquiring the key intellectual property, which could be completely distributed within a few short
      years. On the other hand, the process of becoming operating companies with validated, sustainable
      business models will take many years. Genomics-derived drugs will undergo all phases of clinical
      testing and the Food and Drug Administration (FDA) approval process, just like the drugs of today.
      Product development cycles are long. From all of this, one thing is nearly certain: Genomics stocks
      will be volatile. Investment strategies will range from momentum to long-term investment.
      VIII. Risk Factors
      Genomics companies are generally venture-stage and are not yet profitable. Valuations could
      materially deviate above or below the valuation implied by several different types of analysis as a
      result of general market conditions and investor sentiment toward the genomics industry. Specific
      risk factors include patent litigation, failure of drug products to show patient benefit in clinical trials,
      and failure to receive approval by the U.S. FDA and other regulatory agencies
      Avatar
      schrieb am 16.07.00 23:08:17
      Beitrag Nr. 22 ()
      wer bitte schön soll sich denn den ganzen scheiß durchlesen??
      Avatar
      schrieb am 17.07.00 13:28:22
      Beitrag Nr. 23 ()
      Hallo

      5 tages vorschau 42,11$ kann das sein! hoffen wirs...

      mfg
      Avatar
      schrieb am 17.07.00 20:01:53
      Beitrag Nr. 24 ()
      Hallo mein Schatz zieht wieder an, wow!

      mfg
      Avatar
      schrieb am 18.07.00 19:45:54
      Beitrag Nr. 25 ()
      hi..
      ich hab auch noch ein paar Stücke...in der Hoffnung, daß es mal wieder nen Schlag nach oben tut. Scheint aber irgendwie nicht der Fall zu sein. Zahlen müssten ja bald kommen und das Management will den Verlust im Vergleich zum letzten Quartal circa halbieren. Sehr ehrgeizig, ich glaub eher nicht, daß sie die Erwartungen erfüllen. Das letzte Mal haben sie um 40% enttäuscht.
      Avatar
      schrieb am 20.07.00 15:38:19
      Beitrag Nr. 26 ()
      Servus zusammen

      wieder mal was neuesCelera Genomics Group [NYSE:CRA] late today said three more
      universities inked agreements to access the company`s databases, joining
      a growing list of other academic institutions and pharmaceutical
      companies.

      Multiyear subscriptions for The University of Texas Southwestern Medical
      Center at Dallas, the University of Cincinnati and Ohio State University
      were unveiled this afternoon. Researchers at the schools will access
      Celera`s database information through the "Celera Discovery System,"
      which includes a set of bioinformatics systems and tools for viewing,
      browsing and analyzing genomic information.

      Celera`s databases include: Celera`s Human Gene Index, which provides
      customers with the set of human genes derived from sequencing
      programs; Celera`s Human Genome Database, which is expected to
      provide the complete sequence of the human genome and the entire
      collection of human genes with links to associated biological and disease
      information; The Drosophila Genome Database, which provides the
      complete sequence of the Drosophila melanogaster genome sequence
      generated by Celera`s whole genome shotgun sequencing strategy, and is
      annotated with gene, protein and biological information; The Mouse
      Genome Database being generated by Celera should allow for comparative
      analysis with the human genome that may be significant for the
      identification of genes and gene regulatory regions of importance to
      understanding human biology.

      Financial terms of the agreements were not disclosed. All four of Celera`s
      databases include Celera proprietary information as well as publicly
      available data, Celera said.

      Shares of Rockville, Md.-based Celera Genomics today closed off $5.06,
      or 4.93 percent to $97.69 apiece today.

      Reported by Washtech.com, http://www.washtech.com
      Avatar
      schrieb am 20.07.00 23:16:39
      Beitrag Nr. 27 ()
      Alle haben Angst das die Zahlen Ende des Monats schlecht sind und wieder entäuschen wie
      im letzten Quartal.
      Persönlich glaube ich das sie hervoragend sind.
      Die Firma will Ihre Veriuste halbieren.Das haben sie als Ziel angeben.
      Ich tippe das Sie es schaffen.
      Dann geht der Kurs schnur stracks richtig 40 Euro....

      Habe aber einen Stop loss bei 22 Euro gesetzt.
      Globa Biotech Investing ist auch bullisch trotz des Rückganges.
      Avatar
      schrieb am 21.07.00 22:43:34
      Beitrag Nr. 28 ()
      Na also ,es geht ja schon wieder anders rum.Trotz des heutigen leichten Einbruchs an der Nasdaq machte
      GENE LOGIC fast 5 % gut.Denke nächste Woche zum Ende sehen wir wieder die 35 Euro.
      Sollten die Zahlen nächste Woche gut sein sind wir bald bei 50 Euro.
      Glaube an der Nasdaq wurden nur verstärkt Gewinne mitgenommen.Nächste Woche wird bestimmt stark.

      IHR OPTIMIST Top Tip
      Avatar
      schrieb am 25.07.00 17:43:32
      Beitrag Nr. 29 ()
      na wird das noch was, schon 10% im Minus????
      In 2 Tagen kommen die Zahlen - ist die Frage ob die so berauschend werden ?!?!?
      Avatar
      schrieb am 25.07.00 18:17:55
      Beitrag Nr. 30 ()
      Jep! Noch genau 2 Tage. Bis jetzt nur Abwärtsbewegung. Ich bin aber noch zuversichtlich das sich die Enttäuschung vom 1. QT nicht wiederholt!
      Avatar
      schrieb am 25.07.00 22:20:53
      Beitrag Nr. 31 ()
      Hi!

      Also, was manche hier so schreiben... da kann man nur den Kopf schütteln! Wacht doch mal auf! Gene Logic ist einer der schlimmsten Underperformer überhaupt! Heute fallen zwar alle Biotech-Aktien recht stark, aber Gene Logic ist mit einem Minus von über 9% mal wieder einer der Spitzenreiter! Der Biotech-Index hat sich vom Crash wieder gut erholt, Gene Logic krebst bei Tiefstständen herum. Alles ohne Grund? Wohl kaum! Ich habe die Aktie selbst und werde die Zahlen noch abwarten. Wenn`s dann wieder keinen Kick nach oben gibt, fliegen die Scheiss-Dinger aus meinem Depot! Ich glaube, es gibt besseres am Biotech-Markt!

      Schöne Grüsse
      Beat-the-Street
      Avatar
      schrieb am 26.07.00 08:19:10
      Beitrag Nr. 32 ()
      Servus zusammen

      muß sagen bin nicht begeistert von dieser situation aber was viel schlimmer ist das man keine infos bekommt!
      hätte eigentlich merken sollen das im bereich zw. 42-35$ sich massig shorties eingedeckt haben hoffe nun nur
      das die zahlen dementsprechend sind!
      Langfristig bin ich guter hoffnung das GLGC ein klarer kauf ist

      mfg
      Avatar
      schrieb am 26.07.00 22:20:19
      Beitrag Nr. 33 ()
      ...und wieder 7% runter in USA! Jetzt reicht`s! (Gott sei Dank erreichen wir ja bald die 50$, so ungefähr in 2 Wochen: hahahahahahaha!)
      Avatar
      schrieb am 26.07.00 22:28:27
      Beitrag Nr. 34 ()




      Ich denke, diese beiden Charts sagen mehr als tausend Worte!
      Avatar
      schrieb am 27.07.00 13:47:05
      Beitrag Nr. 35 ()
      Genau! Ich sehe sie schon deutlich! Die 50 €! Aber irgendiwe nicht jetzt und das stimmt mich traurig! Heute ist bistimmt auch kein Tag, an dem wir 50 € sehen werden, eher 5 €. Aber was solls, die Q-Zahlen werden bestimmt ein Renner.

      MfG
      SoJa


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