smh,
Thanks for the Tailwinds link. I listened to the IVGN and CALP presentations, and am coming away with my belief that ABI's warning is company specific bolstered. Leaders in other sectors are not seeing a slow down. Trickle is impressed with IVGN's growth rates, and believes it is fairly valued in this range. It seems to be getting the cost savings out of streamlining redundancies from the Life Technologies acquisition. So margins should continue to improve. If it dips below $50, Trickle will add.
Also rethinking my position on CALP. I'm impressed by the breadth of their product line and the markets they address, to say nothing of the products themselves. "Net congestion" kept me from listening through the Q&A; I'll try again later. I wonder if, in the Q&A, anyone raised any customer service issues like the one PB pointed to a few days ago. Is it one instrument or product line with these bugs/limitations? Might be worth a call to IR. With that my only red flag on CALP so far, I am going to gamble a nibble right now at 14.
Meanwhile, PCOP announces a slew of new stuff -- including ADME software -- at ACS:
>>Pharmacopeia Software Division Demonstrates New Chemistry Software At American Chemical Society Meeting
PRINCETON, N.J., Apr 3, 2001 /PRNewswire via COMTEX/ -- The software business of Pharmacopeia, Inc. (Nasdaq: PCOP chart, msgs) demonstrated a wide range of new scientific software and technology at this week's American Chemical Society Meeting in San Diego. Pharmacopeia announced yesterday that this business, formed by combining Molecular Simulations Inc. (MSI), Oxford Molecular Ltd., Synopsys Scientific Systems Ltd., and the Genetics Computer Group (GCG), is to operate as Accelrys Inc. from June 1, 2001.
As well as significantly strengthening its comprehensive portfolio for pharmaceutical discovery and chemical development, the products spotlighted represent a significant step in developing a next generation software platform. They illustrate the benefits of integrating the technologies, knowledge, and ideas of some of the world's most-respected scientific software developers.
Dr. Michael Stapleton, Chief Operating Officer for Accelrys explained the company's product strategy, "We will continue to extend our capabilities across a product range encompassing genomics, structural biology, and the design and development of drugs, materials, and chemical processes. Across these activities, we will facilitate the management and use of chemical and biological information. We will integrate our technologies with each other, with personal productivity tools and with corporate IT infrastructures. Our vision is of an integrated software platform supporting enterprise-wide R&D decisions."
MedChem Explorer 2.0
Consistent with this vision, Accelrys introduced MedChem Explorer 2.0, an evolution of WebLab. A subset of Accelrys modeling tools is now available in a standard Windows(R) user interface on desktop PCs, networked with other computational experts and experimentalists, and integrated with informatics, desktop productivity tools, and the corporate IT infrastructure. Future products will increase the range of technology accessible within such an environment.
MedChem Explorer 2.0 helps medicinal chemistry teams to accelerate the search for high quality lead compounds in the drug discovery process. The product integrates expert tools for pharmacophore modeling and database mining on the PC and introduces Query Fit, a powerful lead optimization tool that fits, maps, and compares the conformation of an input molecule to a pharmacophore hypothesis.
Materials Studio(TM)
Materials Studio is Accelrys' PC-based software environment for materials research. The brand was launched in 2000 and is extended through the addition of Equilibria, a new Materials Studio product for determining hydrocarbon phase diagrams. Equilibria brings the power of the Gibbs ensemble method to the desktop, accelerating chemical process design. The application is of special value to chemists and chemical engineers in the petrochemical and related industries.
Cheminformatics
The integration of the Oxford Molecular and Synopsys range of products has created a new force in cheminformatics. Accelrys continues to combine and to develop the Accord and RS3 Discovery technologies.
RS3 Inventory(TM) is the first in a new range of chemistry workflow products. RS3 Inventory provides effective management of discovery inventory, by supporting high throughput processes for chemistry and screening to increase productivity and reduce costs. Using RS3 Inventory, scientists, team leaders and stockroom managers know what compounds are available, when they need them. The latest versions of the RS3 Discovery(TM) HTS and OMMM(TM) screening workflow products are also being launched at ACS, along with the new release of TOPKAT(TM) for predictive toxicology assessment.
The Accord Grid Control is a new product allowing developers to display and manipulate chemical objects in a grid format alongside associated text and numerical data, creating a lightweight chemical spreadsheet component that can be embedded and used in custom applications.
Expert Modeling Technology
Accelrys continues to maintain and advance its market-leading modeling technology for expert computational chemists. Cerius2 version 4.6 will be released in the summer of 2001. The new module, C2.ADME, provides computational models for the prediction of absorption, distribution, metabolism, and excretion (ADME), properties derived from chemical structures. C2.ADME is designed to allow scientists to reduce drug discovery costs without increasing time to market.<<
snip
Cheers, Tuck |
