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Published by: Datamonitor
Published: Aug. 22, 2002 - 47 Pages
Table of Contents
Overview
Introduction
At the beginning of a new century, the biotechnology industry is at a critical crossroad, where historical relationships are being replaced by new business models and technological innovations. The need to generate profitable supply chains could be fulfilled by the introduction of new tools and services in the genomics area. Datamonitor has identified three areas that could impact the evolution of Biomedicine in the 21st century - bioinformatics,
population/functional genomics and genomics tools
Scope
Analysis on the current state of the bioinformatics, population/functional genomics and genomics tools markets
Case studies of Gene Logic, deCODE Genetics and Affymetrix, covering strategy,alliance networking, technological evolution and financial performance. Risk and return related assessment of each company.
Report Highlights
There is an increasing interest in the pharma and biotech sectors for licensing new datamining and bioanalytical tools that will be able to support the drug discovery process and enrich therapeutic pipelines with drug leads and targets in record times. R&D expenditure in the target discovery process is a critical economical factor, which the pharma/biotech sector cannot ignore. In the long term, the new leaders in bioinformatics, genomics and genomics
tools, such as Gene Logic, deCODE and Affymetrix, will play a significant role in the development of the biotech and pharma pipelines. However, in the short term their business models will continue to be heavily dependent on royalty payments and data subscriptions.
Reasons to Purchase
Gain access to an industry assessment of Bioinformatics, Population Genomics and Genomic Tools
Evaluate three key players- what is their positioning in terms of financials, alliance networking and strategic development? Assess the high risk and high return potential for each of these players
DRIVERS & TRENDS
The biotechnology industry is at a critical crossroads, where historical relationships are disintegrating and replaced by new business models and technological innovations. The need to generate profitable supply chains could be fulfilled by the introduction of new tools and bioinformatics services in the areas of genomics. Datamonitor has identified three areas that could impact the evolution of BioMedicine in the 21st century - bioinformatics, population/functional genomics and genomic tools.
BIOINFORMATICS
The commercial value of bioinformatics is expected to follow an ascending trend. In 1999, the bioinformatics market was worth an estimated $360m and the market may surpass $2 billion by 2007.
Case study of Gene Logic - business assessed in the areas of strategic development, alliance networking, technology evolution and financial performance.
POPULATION/FUNCTIONAL GENOMICS
The ability to detect inherited mutations and the impaired pathways is critical to understanding the fundamental processes and to finding potential cures for diseases. Population genomics applies modern genetic and molecular biology techniques to an entire population to discover how genetic factors contribute to the cause of disease.
Case study of DeCODE Genetics - business assessed in the areas of strategic development, alliance networking, technology evolution and financial performance.
GENOMICS TOOLS
Datamonitor believes that the DNA microarrays market is currently gaining attractive growth potential supported by increasing R&D expenditure within the pharma and biotech sectors. The market will continue to grow as microarray pharma/biotech researchers spend more and as new market segments are explored for the current portfolios.
Case study of Affymetrix - business assessed in the areas of strategic development, alliance networking, technology evolution and financial performance.
ACTION POINTS
Companies such as deCODE that are trying to evolve in the area of functional and population genomics, should aim to attract the attention of large pharma and biotech, with potentially licensed solutions ready to complement their therapeutic franchises. Genomics research with no direct links to therapeutic targets is not expected to support viable businesses; With the emergence of large quantities of biological data following the coding of the human genome, the bioinformatics field needs to pave the way for business strategies with a clear role in modern drug discovery and development, fueled by increasing out-licensing activity; The entrance of new players in the DNA array markets such as Nanogen and CombiMatrix will put increasing pressure on current array product prices. Affymetrix, the current market leader should work towards the development of new highly cost efficient solutions. This could be achieved by the initiation of strategic alliances or acquisitions with small but innovative array manufacturers.
DATASETS
LIST OF TABLES
Table 1: Gene Logic’s customer and partner base, 2001-2002
Table 2: deCODE’s customer and partner base, 2001-2002
Table 3: Affymetrix’s customer and partner base, 2002
LIST OF FIGURES
Figure 1: Gene Logic’s Bio2Pharma and Bio2Biocustomer and partner base,2001-2002
Figure 2: Gene Logic’s historical financial performance, 1997-2001
Figure 3: deCODE’s Bio2Pharma and Bio2Bio customer and partner base, 2001-2002
Figure 4: deCODE’s historical financial performance, 1999-2001
Figure 5: Affymetrix’s Bio2Bio and Bio2Pharma alliance/customer network in 2002
Figure 6: Affymetrix’s financial performance, 1999-2001
AbstractIntroduction: The biotechnology industry is at a critical crossroads, where historical relationships are being replaced by new business models and technological innovations. The need to generate profitable supply chains could be fulfilled by the introduction of new tools and services in the genomics area. Datamonitor has identified three areas that could impact the evolution of Biomedicine in the 21st century - bioinformatics, population/functional genomics and genomics tools. Scope of this Report: * Analysis of the current state of the bioinformatics, population/functional genomics and genomics tools markets * Case studies of Gene Logic, deCODE Genetics and Affymetrix, covering strategy, alliance networking, technological evolution and financial performance * Risk and return related assessment of each company. Report Highlights: There is an increasing interest in the pharma and biotech sectors for licensing new datamining and bioanalytical tools that will be able to support the drug discovery process and enrich therapeutic pipelines with drug leads and targets in record time. R&D expenditure in the target discovery process is a critical economical factor, which the pharma/biotech sector cannot ignore. In the long term, the new leaders in bioinformatics, genomics and genomics tools, such as Gene Logic, deCODE and Affymetrix, will play a significant role in the development of the biotech and pharma pipelines. However, in the short term their business models will continue to be heavily dependent on royalty payments and data subscriptions. Key Reasons to Buy this Report: * Gain access to an industry assessment of Bioinformatics, Population Genomics and Genomic Tools * Evaluate three key players- what is their positioning in terms of financials, alliance networking and strategic development? * Assess the high risk and high return potential for each of these players.
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