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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Pseudo Biologist who wrote (2462)9/17/1997 8:38:00 PM
From: Pseudo Biologist   of 9719
 
More on DNEX/MDYN

After the first post, I talked some with the experts (people who use this stuff) and they would go with MDYN. DNEX's markets are not growing as much, they compete directly with Perkin Elmer (the buyer of PBIO) and the chromatography division of HP; they do have a unique product for analysis of carbohydrates and glycoproteins. MDYN's markets are growing faster; their current star product is a densitomer said to be the coolest thing since the web -g-

Andrew, thanks for the Inflazyme link. And yes, Xoma is hot. This company has always had excellent science and technology (e.g., they are getting a piece of IDEC's drug as they were the first to make chimeric anti-CD20, but did not pursue it ...) but not so good business people; maybe they learned this time and maybe this BPI does work.

PB
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