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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (112)	12/13/2000 1:46:04 AM
From: Dr. Voodoo	of 1784

Tuck, Have used many AGNT products. Tops IMO. Instrumentation is quite good. They aren't just into making parallel robots like Tecan or Bohdan type sucker, spitter devices. They are working on devices that are more for the bench chemist and their approach is quite good. They aren't just after the high throughput synthesis market. Quest type of robotics are useful because much of synthesis is an iterative approach to making compounds rather than a parallel, mass production approach. They are quite useful in running a number of reactions at once under controlled conditions that the high throughput just won't get ya. I suspect that when most chemists get over the hang-ups of running reactions in round-bottom flasks they'll be able to sell more of them. They work for solid phase synthesis as well as plain solution chemistry. The parts are darn near indestructible. Point to the above paragraph is that they are a chemist friendly company. Reagents and tech support are first class too. I think this is where their real market will come from. Will take them awhile to make a profit but I put them in the one to watch category.

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