Umair Haque / Bubblegeneration
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Design principles for 21st century companies, markets, and economies. Foreword by Gary Hamel. Coming January 4th. Pre-order at Amazon.


 
Saturday, August 07, 2004


How not to analyze biotech, pt 123 (sub):

"...Don't look now, but after powering a biotech stock mania that imploded four years ago, the largely discredited business of "genomics" is back."

1) Start with a fundamental misunderstanding of the science. In this case, that genome discovery = massive therapeutic profits immediately.

2) Hype the analysis.

3) When the bubble bursts, declare the technology 'discredited'.

What's important has always been important: the cost of sequencing and the resulting ability to efficiently translate genome into proteome.


-- umair // 1:03 PM // 0 comments


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