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Biotech / Medical : New Brunswick Scientific Co., Inc. (NBSC) -- Ignore unavailable to you. Want to Upgrade?

To: tommysdad who wrote (29)	6/1/2000 12:44:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 724

TD: Chuckle. I bought one of their first desktop "bioreactors" (fermentors). It was OK. Nothing special, but it worked. A guy was running one at PharMingen when I was there, years later, and he seemed pleased. I've heard that support is not wonderful for those that need it. However, their old line of shakers was known for lasting about 8 zillion years. If you have ever seen a flask shaker that looks like it hasn't stopped moving since Darwin, you've seen a NBSC shaker. Shakers and minus 80 freezers..... trickle down is going to move shakers and freezers for some time to come. Sales are about 140% of capitalization at better than 40% margin. The land that the factory sits on is on the books at cost, and "book" is about equivalent to capitalization. I suspect that "true" book is therefore about $2/share better than MC. Sales are about 140% of capitalization at better than 40% margin. Sales are about 140% of capitalization at better than 40% margin. Sales are about 140% of capitalization at better than 40% margin. The PE without DGI would be quite nice. It's another one of those rare situations where a biotech is sort of assigned a negative market cap. New President of the biological instrumentation end of things (NBSC "core") comes from a water bath background, if I remember correctly what Barnstead/Thermolyne is best known for. Hmmmmm...... "appointment in 1990 as Marketing Manager of Barnstead's $24-million ultrapure water business".... guess not. At least I got the "water" part correct. Yes, DGI has a deal with Novo, and Novo recently came back and expanded it. The release reads quite nicely. I tried to pry guidance for royalty rates out of the CEO, but didn't get any. Paraphrased..... "we're private, go away". I liked him immediately. A third-hand source had heard 6%, which would be pretty cool. I knew, third-hand (same source), about the IGF-1 project. I consider it to be a grand target. Of course, it's what you do with the target that counts. What is an "IgA agonist"?? Thanks! Rick

To: tommysdad who wrote (29)	6/2/2000 12:00:00 PM
From: scaram(o)uche	Respond to of 724

>> Can't help you with the on-line version of GenEng -- I get a hardcopy. << Me too, but.... sheeesh! 4/15 issue arrived Tuesday, 5/1 issue Wednesday, and 5/15 issue yesterday. Will read article now......

To: tommysdad who wrote (29)	6/2/2000 12:43:00 PM
From: scaram(o)uche	Respond to of 724

Very, very nice. Thanks. Now, lessee.... if DGI can do everything that Blume indicates they can do, the upcoming IPO should be valued at about.... oh, $15 billion. <g> Did you notice (1) the proteomics tickler, and (2) the mention of automation/miniaturization at the end? The IgA reference.... the author, Nina Flanagan, or editor screwed up. They refered to IGF-1 as IgF. Antibodies on the brain. <g> So.... I'll write Blume, but.... still wondering what an IgA agonist for stroke could actually be?? Absolutely jazzed to see confirmation of the IGF-1 target for prostate.