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Biotech / Medical : BDAL - Bruker Daltronics -- Ignore unavailable to you. Want to Upgrade?

To: Rick Buskey who wrote (1)	11/8/2000 8:17:21 PM
From: QuietWon	Respond to of 6

Here are a few points to start in assessing BDAL's prospects: 1. Growth rate of Proteomics (study of proteins, which is the building block of each of us) is strong. This is only ONE of BDAL’s markets. Earnings reports of co’s in this segment in past few weeks show this. Specific to BDAL, “The increase in product revenue in 2000 was fueled by strong demand for our life science products by new and existing customers, led by our high-end MALDI time-of-flight product line.” 2. Proteomics product cycle time faster than gene and drug co’s, somewhat of a cross between a soft/hardware tech and a bio tech. 3. Proteomics earlier on in the “food chain” of biotech development and more applications at a molecular level vs those later on in food chain. 4. BDAL benefits, imo, from having some operations in Europe & incurring expenses in Euro’s whereas co’s based more in USA incur USA costs. Euro has fallen significantly against $US, so BDAL has somewhat of a cost advantage relative to similar co’s operating in the US 5. BDAL operates around the world. Currently it appears to be better known in Europe, but given institutional block trades recently it looks to be getting discovered more here in North America. Strategic alignments with many big, well-know names, will give BDAL more recognition as investors look to find out about the co. Alignments with include Agilent Technologies, PerkinElmer, Sequenom, MWG-Biotech, etc. 6. Very few messages on all other message threads combined. 7. Accounting: Revenue recognized when delivered to customer, and in cases involving an independent distributor, when title to the product is transferred to the distributor’s name, ie distributor owns the product – distributor has No rights to return, other than, as with any customer, if the product isn’t working. 8. Expenses: “We anticipate improved leverage of our fixed manufacturing costs, and declines in cost of product revenue as a percentage of sales, as our product revenue increases. We are also seeking to improve our gross margin by developing new, more integrated systems and higher margin consumables for the life science market.” 9. Recent stake in Geneva Proteomics biz.yahoo.com Notice the connection Geneva Proteomics has… Imo, strong growth ahead. Another quality co, like IMCL.

To: Rick Buskey who wrote (1)	11/8/2000 8:19:21 PM
From: QuietWon	Read Replies (2) \| Respond to of 6

Markets/product lines, from the prospectus (notice in the Biomarker category BDAL provides a solution when gene sequence not available): We design our products to address the rapidly evolving needs of the life science industry. Public and private efforts to sequence the entire human genome have led to advances that are fueling further investment in the discovery and identification of single nucleotide polymorphisms, or SNPs, and other forms of genetic variation. These developments, combined with advances in combinatorial chemistry, which is the creation of libraries of chemical compounds, and in basic molecular biology and medical research, are spurring growth in the following rapidly developing and emerging areas: - PHARMACOGENOMICS, which compares the genetic information of an individual to the average human genome to predict the response of individual patients and patient populations to drugs; - PERSONALIZED MEDICINE, which seeks to apply inexpensive, rapid molecular diagnostic tests, or assays, to profile a patient's genetic composition and enable the prescription of individualized drug therapy; - PROTEOMICS, which involves the large-scale separation, identification and characterization of proteins in order to understand how proteins are created based on the information contained in genes; - NEW METHODS OF DRUG DISCOVERY, which are based on the rapid measurement, or high-throughput screening, of large numbers of small organic compounds synthesized through combinatorial chemistry against large numbers of disease pathways, or targets, identified by genomics and proteomics; - BIOMARKER DETECTION, OR BIO-BARCODING, which develops rapid and sensitive assays for a broad range of cell and tissue types for applications including infectious disease detection, human tissue assessment, the identification of specific agricultural characteristics and pathogen identification, even when the molecular mechanisms are not understood or the genomic sequence is not available; and - METABOLIC PROFILING, OR METABOLOMICS, which analyzes the levels of substances produced by the metabolism, or metabolites, present in a cell or in biological fluids to draw correlations between disease states, genetic modifications and variations in metabolite levels. In addition, increased levels of funding for basic medical research have fueled demand by universities, medical schools and government agencies for sophisticated bioanalytical systems, such as mass spectrometers. Funding has also increased for substance detection and pathogen identification systems for security and defense applications.