mingwan0...I find the absence of the mention of Perlegen as confounding as I found the absence of the mention of Affymetrix in last year's 10K filing.
I know that the Affymetrix 10K and 100K mapping arrays rely on allele frequency differences among biogeographically isolated populations as a basis for the technology's mapping ability. Given that, I found it odd at the time that DNAPrint didn't mention them as a potential competitor to ADMIXMAP.
As you are aware, shortly after the TWST Article became public last summer, and Hector was named CMO, Perlegen hired their own CMO and announced their intentions to in-license late-stage failed drugs that they hoped to resurrect. I have always thought that sounded eerily similar to the business plan DNAPrint announced last year.
You also know that early in 2003, Affymetrix, Perlegen, and Roche executed a series of licensing deals - Perlegen to Affy, Affy to Roche - and Roche back to Affy. Now we find DNAPrint, Roche, and Affymetrix all working at Moffitt along with IBM. Of course, at least in one aspect, Moffit is using Affy's gene expression profiling array as a competing technology, though there may be complimentary applications as well. And Roche, given their FDA approved chemotherapies would obviously be there anyway.
But the fact that DNAPrint doesn't mention any of these parties in their 10Ks makes me wonder if the group doesn't have a sort of non-aggression pact. lol Also makes me wonder if Perlegen doesn't somehow fit in to the mix here somewhere.
Won't be a series of small steps, but a couple of significant moves to get to NASDAQ? Oh well, certainly wild speculation on my part...but fun to imagine.
Later,
W2P
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