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Biotech / Medical : biotech firesales -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (4)	8/2/2001 11:58:05 AM
From: scaram(o)uche	Respond to of 3661

-two additional deals by end of year (in addition to Amgen), implied that at least one will come from Europe and/or Japan. -drugs under pharmacogenomic evaluations (number of) is more important than number of deals, implying that new deals will involve more than one drug? -premature and risky to reveal nature of therapeutic area, but will provide news re. one prospective trial by end of year (please check replay, not certain that I got that correct) -nucleave units expected to be placed at end of year -Bruker has an automation upgrade which might delay the placement of one or two systems to beginning of next year from end of this year? -rate of increase for SG&A will decrease -intellectual property path is clear, but hedged discussion Crouch needs to answer questions more directly. He gets to a decent answer, but you need to wade through sht. Not a dynamic call, and the information was miserable (as expected) re. the rate at which pharma is adopting pharmacogenomic testing. If one assumes that such testing will* be ramping up, the blood is in street.