Hey, Vector1,
>>I have been occasionally lurking around. Unfortunately I have been so busy personally and professionally it has been hard to keep up the 8 or 9 threads that I like to follow.<<
I know how you feel. My climbing has suffered a little of late, but this seems like the time to be doing research and nibbling at things.
Glad you've been lurking and find merit here. I welcome your insights on the companies in your post. Do you think IVGN and ABSC ought to tie the knot? You heard the idea here first, but your musings inspired the thought. Any other combinations you'd like to see? For I've noted you now -- and MZ previously -- observe that consolidation is a path towards biotech salvation, stock-price-wise. Because performance could improve. For example, you mention good science and unfocused management at ABSC, and good marketers and mediocre science at IVGN, which is a reagent company (among other things) . . . they're both in the same town; seems like a fit, eh? The article I recently posted about the new paradigm in drug discovery notes the new systems can lower costs. ABSC's UHTSS is one such, but there's got to be room for improvement still. I found out last year that a piece of rubber that looks like a cylindrical accordion (concertina?) and is meant to seal the articulated joint of an UHTSS robot's arm costs something like $200! Sheeesh!
Hope your busyness (sic) is yielding good results.
Happy New Millenium & Cheers, Tuck |
