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Biotech / Medical : cphd

CPHD 52.95

0.0%

Nov 8 4:00 PM EST

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To: bob zagorin who wrote (30)	9/1/2005 10:21:16 PM
From: mahler_one	of 47

Thanks Bob. Re: ISIS. I asked for the latest annual report and other materials. I recall looking at the company a while back because of the drug that is used for retinal problems. I'll let you know what I think and do. I might have mis-spoke in that the water product seems to test for E.Coli and others....I don't know about V.Cholera. Still, obviously, a very important test because E. Coli is a bacteria found in the GI tract and its presence in water indicates fecal contamination with all of the associated risks. I think that some of the problems last quarter had to do with manufacturing. Demand for product was such that the company was not prepared for volume production, and unit costs were higher then expected. Such production problems are being addressed. I also believe that unions at other shippers such as UPS and FedEx will not sit by and allow the USPS to test for pathogens while their members are left "untested" so to speak. Thus, the cartridge testing market is bound to grow as more volume shippers decide to consider testing for various pathogens in their facilities. I haven't addressed any potential foreign markets either. Finally, note the ability to test for a growing list of pathogens. Of course, any supposition regarding more contracts is only my opinion. I also would think that CPHD's products might have relevance in the food processing industry, but I don't know if such products are used in that application yet. Finally, Dr. Pershing is a very key addition with important credentials and lots of bona fides. I think he just exercised options to buy 350,000 shares. He must think that the company stock is a good buy. M

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