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

To: Crossy who wrote (706)	6/27/2001 10:07:02 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1784

Nice company/product line (OXIG.L/magnets) proposed for consideration. Thanks. The antibody collection centers...... there's nothing sexy about plasma fractionation. It was largely a business, not a research asset. Protein A........ there's a play with Repligen (RGEN). The trouble is, their business plan apart from protein A keeps flopping around like a marlin that was landed with a barbless hook after a short fight. Nonetheless, you might want to look at their website to see if it's of interest. >> I would like to ask you (and others too) if you think that demand for substances like Protein A will increase.............. and whether the increase would be spectacular and sustainable or just a singular event. << Half of the biotech/pharma world is lining up behind therapeutic antibodies. If the hopes of those companies are fulfilled, it seems, to me, that affinity reagents for antibodies would lean toward "spectacular". But..... relatively low-margin business, no??