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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (704)	6/27/2001 7:47:58 PM
From: Crossy	Read Replies (1) \| Respond to of 1784

Tuck & all threadsters, let me congratulate for your thread here. I really like your efforts here. Biotechs is my "blind spot". As much as I admire this domain of science as little do I comprehend the complex interactions at work. So I'm trying to learn. May I raise a question too ? Since you are looking for "trickle down" biotech effects I would like to know whether just equipment suppliers qualify for this supply chain position you are looking for or if input-material sources and producers would also qualify. For example take a company like NABI. They recently sold their antibody collection center to an Australian outfit for $150m. They became debt free but will have to live with reduced revenues, quarterly 60m down to 15m until their biotech portfolio becomes fully mature. Now I do understand that those antibody collection centers provide input material to vaccine production and related research (pls. correct me if I'm wrong). Would such a position qualify as a "trickle" play (in the case NABI didn't have their own biotech business which they do) ? If yes then I would like to ask you (and others too) if you think that demand for substances like Protein A will increase in the market (I would think so now that so many biotech companies are out - I counted almost 500) and whether the increase would be spectacular and sustainable or just a singular event. best wishes CROSSY