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

To: mopgcw who wrote (5574)	1/28/2002 11:34:53 PM
From: keokalani'nui	Respond to of 52153

I would guess vgnx's eventual product is far more elaborate, robust and valuable than vgin's. But I don't think either have repealed the diagnostic business model, unless perhaps vgnx's becomes reduced to commercial practice via software and reagents, in which case software margins will be higher, life cycle longer and customers more loyal. vgin's product for all the fine science is retro--a box a tube and litmus paper. The box will have to be leveraged over many assays, and someone is going to consolidate assays over a single hardware solution. Vgin is a leader now and may extend it with Hep B/C, maybe they will be the consolidator. I don't really know the businesses, just guessing really. It is sure clear not all of these companies are going to be around in 5 years.