DNAprint Genomics (DNAG)

[worktoplay]

OT: Maybe or maybe not?

I've held a fascination for Affymetrix since the 2003 introduction of their 10K mapping array. In reading their recently filed 10K, this statement stood out as potentially significant:

http://biz.yahoo.com/e/040315/affx10-k.html

Company Outlook

In general, as management looks ahead to 2004, the outlook for our Company continues to be favorable for a number of reasons. We anticipate that continued improvements in access to capital markets will favorably influence sales in the biotech arena, that the current regulatory market appears poised to leverage genetic information tools to improve the approval process for new drugs, and that we will see continued standardization on our technology platform for both existing and new applications. Although it is difficult to predict product demand in 2004, we expect continued growth in the total number of probe array and related supply sales as the number of experiments on GeneChip technology continues to grow. Additionally, due to the strong adoption of our new line of DNA analysis products in the second half of 2003, we anticipate that these products will make a meaningful contribution to our array growth in 2004. Management also expects that we will continue to demonstrate strong operational leverage as we grow into our infrastructure.

Going forward, management is focused on growing the business and increasing its profitability. A key driver will be increasing the breadth of scientific and clinical applications of our technology, while also industrializing, automating and standardizing our technology to open new markets and drive revenue growth. The aim of our automation efforts is to reduce the cost per experiment, minimize operator variability and dramatically improve experimental throughput. We believe that our automation solutions will enjoy the same success in the high-throughput markets as our bench-top systems have in the research markets. In addition, we are industrializing our processes through collaborations with industry leaders such as Beckman Coulter, Caliper Life Sciences and others.

And just what is it that they are collaborating with Beckman Coulter and Caliper:

We collaborate with both Beckman Coulter Inc. and Caliper Life Sciences in the development of automation for GeneChip technology applications for use in drug discovery and development.

Interesting...

Later,
W2P