Short Ideas

[atheroprevent]

ILMN (Illumina Inc), is interesting, at a new high and reporting tommorrow.

The trend toward personalized medicine is clear, as opposed to a generic or poly pill (one size fits all, third world approach). Even SOTU endorsed the approach, despite the headwinds of cost.

If ILMN can maintain its leadership as Murphy's law plays out, genetic analysis before prescription selection and dosing will be key driver of utilization.

GFP, thanks for keeping us informed on the bottom dwelling CORX.OB