Banc of America Securities analyst Jim Reddoch says Affymetrix still has the vast majority of the DNA chip market.
Reddoch notes that Agilent doesn't disclose its DNA chip sales, but he estimates it has a mere 10% of the market.
James Reddoch, an analyst Friedman, Billings, Ramsey, used prescription data from NDC Health to forecast the performance of biotech companies that he covers.
But the number of patients getting the medicine could double, according to a research note from James Reddoch, biotech analyst at Friedman, Billings, Ramsey.
Reddoch is currently neutral on Tularik but said in a note to investors this morning that he still likes the company over the longer term.
According to a recent note by analyst James Reddoch of Friedman, Billings, Ramsey, an injunction hearing related to the molecule is scheduled for Jan. 30.
Conducting the clinical trials may be made somewhat easier than expected, notes Banc of America's Reddoch, by the fact that some patients will be recruited in Asia.
But James Reddoch at Friedman, Billings, Ramsey has written notes to investors saying that Reclast is, in fact pretty good--and that its efficacy will be hard to beat.
However, Reddoch wrote, Amgen might have trouble beating "lofty" expectations.
Reddoch sees this as an opportunity for growth, as he believes academics will be lured by the prospect of a standard chip to use for exchanging genetic data.
"The next step is to be able to industrialize this process of finding a small molecule inhibitor, as Millennium seems to have done, " says Banc of American Securities analyst James Reddoch.
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