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

To: tuck who wrote (711)	6/28/2001 9:52:51 AM
From: Crossy	Read Replies (2) \| Respond to of 1784

Tuck, thx alot for your reply. You are right - OXIG.L revenue from biotech applications is less than 50% but it's nonetheless a significant market for them. I can live with that because the rest of the business is equally interesting in that case: superconductivity, semiconductor equipment, all sectors I usually like to place my funds.. Thx for mentioning Quiagen. Will have a look at it. I am familiar with the term Planar Waveguide Circuit but from a totally different applications: mux/demux circuits for optical networking (DWDM). Funny how one concepts might find its ways into many vertical markets <g> NABI : Would NABI make the ">50% from life sciences revenue" cut, Crossy? No,´not anymore. They were a service (plasma centers) plus biotech company where service revenue was in excess of 65% of the total. But now that pricing for plasma separation services is on the rise (after that segment was pretty in the crapper for a couple of time) they sold the service part to the highest bidder. Funnily I like them better now (being a pure biotech firm) with real high margin product sales, a flowing pipeline and their new debt-free status. I was just bringing that up as an example.. best wishes CROSSY