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

To: mopgcw who wrote (1233)	10/17/2002 1:19:55 PM
From: tuck	Respond to of 1784

From Briefing.com: >>11:29AM Invitrogen perhaps dragged down unfairly (IVGN) 30.31 -1.32: -- Update -- As we noted in the 9:58 comment, IVGN has been dropping in sympathy with SERO today after SERO's warning last night. However, a closer look at these two companies indicates that their area of greatest overlap - the cell culture market - appeared to be the one source of strength for SERO, which noted that EX-CYTE sales would be up 105% year/year in Q3. SERO's greatest disappointment came in plasma products, where IVGN doesn't appear to compete, and due to production problems for its diagnostic products, which appears to be a company-specific issue.<< Cheers, Tuck