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{bio,medical} informatics

Wednesday, October 31, 2001

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find related articles. powered by google. Knowledge@Wharton A New Approach to Valuing Biotech Stocks

"To employ the method described in this article, it is important to ensure that all the firms being compared are similar in their developmental architecture. Typically, investors would use a set of comparable firms in valuing a firm but for illustration purposes, consider only one example. Exilixis - a company pioneering the use of genetically manipulatable model systems for biomedical research - should be compared to a company like Millenium, which has a highly integral development architecture, using a variety of technologies to develop biopharmaceuticals. The analysis shows that Exilixis is undervalued relative to Millennium.

A quick glance at equity reports shows Celera Genomics is compared to a variety of companies including Millennium. A company such as Celera, at this point in its development, has more in common with a "modular" company such as Incyte ? and analysis shows it is overvalued in relation to Incyte. Of course, to be fair to Celera, it is attempting to forward integrate into a structure similar to Millennium. The market suggests that it is midway in the continuum between modular and integral development structures."

redux [03.18.01]
find related articles. powered by google. GenomeWeb Three Celera Executives Leave Company, COO Moves to Applera

"According to Kowalski, the three confirmed changes were made to help the company through its "transition into the next phase" and to find staff "best fit for [those] roles."

"It's just part of the natural evolution of the company," she said in an interview. "The company is evolving on a lot of levels as we become a full-fledged therapeutic discovery company.""

redux [05.14.01]
find related articles. powered by google. Motley Fool Celera at a Crossroads

""Companies choose to adopt a product that is perceived to give some advantage over their immediate competitors and would like to see that protected in some way by the platform vendor (Celera) not running around selling it to everyone else, if they can avoid it. This is perceived to diminish the window of opportunity of the platform adopter to gain a lead over their immediate competitor. It is an element of sustainable advantage.'"

"Celera is certainly at a point of transition. It must either decide whether or not it wants to get into this collaborative, more vertical model of integrating itself with certain customers in big pharma or try to make its data and knowledge of it so valuable that big pharma of all walks of life simply has to have access to Celera data. I don't think the company has the time and money to do both. I don't think, for competitive reasons that I've explained earlier, big pharma is going to align itself, in large numbers, with a company that is selling the same applications to its immediate competitors."

[ rhetoric ]

Bioinformatics will be at the core of biology in the 21st century. In fields ranging from structural biology to genomics to biomedical imaging, ready access to data and analytical tools are fundamentally changing the way investigators in the life sciences conduct research and approach problems. Complex, computationally intensive biological problems are now being addressed and promise to significantly advance our understanding of biology and medicine. No biological discipline will be unaffected by these technological breakthroughs.


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