July 2010

Collabrx in Palo Alto are doing great things. While drug companies thrash in ever-decreasing circles, and jealously guard information that might be better shared more widely, Collabrx is trying to open up access to doctors, patients and researchers that might lead to breakthroughs in therapy development. Take a look.

Capital-light and capital-intensive.

Capital-light is interesting and typically software and services driven – optimization of power consumption, architectures for utility billing, consulting plays, etc. I can play here.

Capital-intensive is beyond my personal reach. Physical plant and equipment for wave, solar, wind and bio needs multiple millions. Lower risk in many ways but larger capital requirements.

This sounds obvious but many people do not see the difference.