The combination of the bioscience industry with the IT infrastructure industry is emerging as an exciting emerging industry called bio-computing. This interesting industry made it possible for several genomics companies to sequence sections of the human genome. The bio-computing market is emerging at an important time when the bioscience companies need enormous computing power to make sense of the flood of data that is being generated in drug discovery R&D labs. This report seeks to review all the key elements of this interesting and important market.

In some ways, this report is a call to action for IT vendors to join into to the emerging bio-computing market because opportunities are plentiful. This is unusual in a slowing economy. Unlike other industries, the bioscience companies take a long term view of their business, have cash to spend on IT infrastructure, need much help from IT consultants and are ready, willing and able to get started in building their IT infrastructures for their R&D operations.

This report highlights the main items in the bioscience industry and what is driving the need for bio-computing IT infrastructure and why. This study reviews the key opportunities, the leading bio-computing IT vendors, and some of the key bioscience customers. This study uses case studies to provide a sense of what customers require. Profiles of bio-computing IT vendors highlight basic information about vendors that are offering key solutions in the emerging bio-computing market. This report projects a 5-year forecast and includes many table and figures to illustrate the data.

Note: The research for this report was started in the late summer of 2001. At the time, the US economy was teetering on entering a recession. Nearly all the high tech business sectors had dropped in value and the stock market was headed lower. By most accounts, the US economy was expected to rebound by the beginning of 2002. As a result, we forecasted the bio-computing market to reach a certain level over a five-year timeframe. However, the tragic events of the September terrorist attacks on the World Trade Center in New York and the Pentagon in Washington caused us to lower our forecast by nearly one year.

TABLE OF CONTENTS

1. The Market for Bio-Computing + Pharmaceuticals

1.1 Definition of Bio-Computing + Pharmaceutical Market 1.2 Bioscience Industry Facts That Impact Bio-computing 1.3 Bio-computing Opportunity Roadmap 1.4 Current Bio-Computing Market Participants 1.5 Bioscience Computing Infrastructure Requirements 1.6 Bio-Computing Technologies

1.6.1 Computer Infrastructure 1.6.2 Storage Network Infrastructure 1.6.3 Application Software 1.6.4 Other

1.7 The Pharma Business

2. Drivers of Bio-Computing

2.1 Drivers of Bio-computing + Pharmaceuticals

2.1.1 Pharma Drug Discovery R&D 2.1.2 Rapid Pace of Scientific Developments 2.1.3 Current Computing Power is Affordable for Pharma R&D 2.1.4 Post Human Genome Project Era Databases 2.1.5 Computational Requirements for Structural and Functional Proteomics R&D 2.1.6 Food Production Development

2.2 Commercial Applications

2.2.1 Genomic Databases 2.2.2 Proteomic Databases 2.2.3 Applications

3. Case Studies in Bio-computing for Pharma R&D

3.1 Hardware Solutions

3.1.1 Agencourt Biosciences and Auspex Storage Solution 3.1.2 Bristol Myers Squibb, SGI and Incyte Genomics 3.1.3 Incyte Genomics and Red Hat Linux Compute Farm 3.1.4 National Cancer Institute and Genomics Pattern Matching With Supercomputer

3.2 Services Solutions

3.2.1 Celera Genomics, Blackstone Computing and Compaq Build Massive Compute Solution 3.2.2 Hospital for Sick Children Genomic Database and IBM Services

3.3 Software Solutions

3.3.1 Aventis and In Silico Drug Discovery 3.3.2 Biogen, Inc. and Spotfire DecisionSite 3.3.3 Eli Lilly and Clinical Trial e-Business Patient Recruitment 3.3.4 Proctor and Gamble Pharmaceuticals and Phase Forward, Inc. Clinical Trial Management

4. The Bio-Computing IT Market and Future Outlook

4.1 The Bio-Computing IT Market and Industry Segments

4.1.1 IT Services 4.1.2 Servers 4.1.3 Storage 4.1.4 Software 4.1.5 BioContent

4.2 Bio-Computing IT Market Size by Segment, 2001~2005 4.3 Total Size of the Bio-Computing IT Market 4.4 Forecast for Bio-computing R&D Market by Market Segments

4.4.1 The Bio-computing IT "Services' Market Segment 4.4.2 Forecast for the Bio-Computing 'Server' Market Segment 4.4.3 Forecast for the Bio-computing IT 'Storage' Market Segment 4.4.4 Forecast for the Bio-computing IT 'Software' Market Segment 4.4.5 Forecast for the Bio-computing IT BioContent Market Segment 4.4.6 Comparison of the Market Segment Forecasts

5. Future Directions in Bio-Computing

5.1 Overview of Past Trends

5.1.1 Recent Developments in Genomics That Impact on Bio-computing 5.1.2 Rapid Changes in Computer Systems

5.2 Indicators of Future Trends for Bio-Computing

5.2.1 Services 5.2.2 Software

5.2.2.1 Operating Systems. 5.2.2.2 Applications. 5.2.2.3 Tools for Computational Flexibility

5.2.3 Biocontent 5.2.4 Servers 5.2.5 Storage

6. Activities of Emerging Bio-Computing R&D IT Infrastructure Firms

6.1 BioContent Providers

6.1.1 Celera Genomics Corporation 6.1.2 Human Genome Sciences, Inc. 6.1.3 Incyte Genomics, Inc. 6.1.4 NuTec Sciences, Inc., Life Science Div.

6.2 BioSoftware Application Providers

6.2.1 Accelrys, Inc. (subsidiary of Pharmacopeia Inc.) 6.2.2 Cellomics, Inc. 6.2.3 InforMax, Inc. 6.2.4 Spotfire, Inc.

6.3 Hardware Systems Providers

6.3.1 Compaq Computer Corporation 6.3.2 IBM Corporation 6.3.3 Paracel, Inc.

6.4 Services Providers

6.4.1 Blackstone Computing 6.4.2 Entigen Corporation 6.4.3 Linux NetworX, Inc.

6.5 Systems Software Providers

6.5.1 Red Hat Linux, Inc. 6.5.2 Turbolinux, Inc.

7. Lessons Learned and Emerging Opportunities

7.1 Challenges of Drug Discovery R&D and Bio-computing

7.1.1 Science Bottlenecks Need to be Converted Computational Problems 7.1.2 Genomics BioContent to Become a Commodity

7.2 Review of the Next Hot Development Areas in Bio-Computing

7.2.1 More "Big Iron" in Bio-Computing 7.2.2 Bio-Computing in Clinical Trials 7.2.3 Personalized Medicine to Become a Theme

7.3 Bio-Computing Opportunities

7.3.1 Role in Drug Discovery 7.3.2 High Storage Growth Ahead 7.3.3 Fast Growth Rates Expected for Consulting and e-Services 7.3.4 Software Opportunities

7.4 Summary

7.4.1 Vendors Need to Become Partners with Pharmas 7.4.2 Bio-computing to Increase Chances of Pharma Success

8. Appendix 1 - Selection of Bio-computing Vendors

9. Appendix 2 - Bioscience Glossary

LIST OF TABLES  

Table 1. Magnitude of Bio-computational Requirements
Table 2. Computing Power Needed for Genomic & Protein R&D
Table 3. Forecast for the Total Bio-computing IT Market, 2001-2005
Table 4. Forecast for the Bio-computing IT 'Services' Market Segment, 2001-2005
Table 5. Forecast for the Bio-computing IT 'Server' Market Segment, 2001-2005
Table 6. Forecast for the Bio-computing IT 'Storage' Market Segment, 2001-2005
Table 7. Forecast for the Bio-computing IT 'Software' Market Segment, 2001-2005
Table 8. Forecast for the Bio-computing IT BioContent Market Segment, 2001-2005
Table 9.  Comparison of Forecasts for the Total Bio-computing IT Market, 2001-2005
Table 10. Selected Services Vendors
Table 11. Selected Software Vendors
Table 12. Selected BioContent Vendors
Table 13. Selected Server Vendors
Table 14. Selected Storage Vendors


LISTB OF FIGURES  

Figure 1. Drug R&D Summary
Figure 2. Bio-Computing Opportunity Map
Figure 3. Bio-computing Vendor Market
Figure 4. Agencourt Biosciences and Network Storage Solution
Figure 5. Bristol-Myers Squibb and a Two Supercomputer Solution
Figure 6. Incyte Genomics and Linux Cluster Solution
Figure 7. Computer Model using PhysioLab Technology
Figure 8. The SpotFire DecisionSite User Interface
Figure 9. InForm Web-based Clinical Trial Management Screen
Figure 10. Forecast for the Total Bio-computing IT Market, 2001-2005
Figure 11. Forecast for the Bio-computing IT 'Services' Market Segment, 2001-2005
Figure 12. Forecast for the Bio-computing IT 'Server' Market Segment, 2001-2005
Figure 13. Forecast for the Bio-computing IT 'Storage' Market Segment, 2001-2005
Figure 14. Forecast for the Bio-computing IT 'Software' Market Segment, 2001-2005
Figure 15. Forecast for the Bio-computing IT 'BioContent' Market Segment, 2001-2005
Figure 16. Comparison of Forecasts for the Total Bio-computing IT Market, 2001-2005
Figure 17. Comparison of Segment Market Shares for the Bio-computing IT Market, 2001 and 2005
Figure 18. Next Generation Scyld Beowulf cluster Computer
Figure 19. Big Pharma Drug Development Timeline.
Figure 20. Drug Discovery Collaboration Map