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Biotech / Medical : SYNTHETECH - NZYM -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (334)	9/9/2000 1:25:06 AM
From: Dan Gibbs	Read Replies (2) \| Respond to of 372

Tuck, Sorry to be so long responding, but I have been out of town. I have the Ragen MacKenzie update. The change to accumulate is mainly based on price. I visited NZYM last month. I don't think there are any big orders in place now (at least when I visited) but I came away feeling that things are very positive. The plant is now ready for any big orders that may come. The pipeline of customers' drugs is very strong. And the company has become much more proactive about seeking new business by hiring an east coast-based marketing person and by trying to find out in the very early stages what new drugs are being developed and then offering their services early on rather than passively waiting for an order. Finally, the company is moving towards a slightly different niche of providing more advanced (and higher margin) products that might include several PBBs already linked together. All the pieces are in place. It's always hard to predict, but I think we will start to see revenue and earnings growth in the second half of this fiscal year.