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

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To: chirodoc who wrote (1936)8/8/1997 3:59:00 AM
From: Vector1   of 9719
 
CHIRODOC. been busy. I do not believe there is a clear leader among so acalled pic and shovel companies. the market is very diverse and can be separated into a number of major categories including instruments, genetic systems (gene libraries, vectors, reagents PCR related products, florescent technology, cell biology , nuerology, and separation technologies. Few companies excel in more than one area and some of the best companies are private companies that dominate niches. It is a very competitive business with very very short product life cycles. that being said inovative companies with value added products can achieve 90% gross margins on biologic disposeables. The following are a few names both public and private that are key players. If I have time over the next week or so I will provide more info on their compatitive positions.
Promega
BioRad
PharmaciaBiotech
Stratagene
Fisher Scientific
Ampersham
Qiagen
Life Technologies
BI
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