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

To: tuck who wrote (1312)	1/6/2003 3:02:01 PM
From: tuck	Respond to of 1784

>>BILLERICA, Mass.--(BUSINESS WIRE)--Jan. 6, 2003--Bruker Daltonics Inc. (NASDAQ: BDAL - News) today reported that new order bookings for its life-science systems grew 22% in the fourth quarter of 2002, compared to Q4 of 2001. For the full year 2002, life-science systems new order bookings also grew 22%, compared to the year 2001. Frank Laukien, President and Chief Executive Officer, commented: "In the fourth quarter, both our MALDI-TOF product line, which includes our UltraFlex(TM) MALDI-TOF/TOF, and our ion trap product line experienced a strong finish for the year. For the full year 2002, the most significant order growth for our company occurred in MALDI-TOF/TOF, due to the unprecedented information content and sensitivity offered by this novel proteomics technology, as well as in ESI-(Q-q-)TOF orders. Geographically, we are particularly pleased with our growth in the Asia-Pacific region." "In 2002, nearly 65% of our life-science orders came from universities, medical research institutions, governmental life-science labs and other non-profit institutions, where we expect to see continued strong funding worldwide in 2003. In terms of dollar value, approximately 80% of our life-science systems orders were booked by our direct sales force, while about 20% were booked via our strategic partners and country distributors."<< Right on schedule. But previous readings have been in the 25% range. Nothing on substance detection, which one might think would be showing something, considering the possibility of war. I'm sure the subject will come up in the earnings CC. Anyhow, this isn't exactly lighting a fire under the stock. Cheers, Tuck

To: tuck who wrote (1312)	1/6/2003 7:55:30 PM
From: tuck	Read Replies (1) \| Respond to of 1784

IP issues. Apparently, HTS' systems use gratings instead of prisms: htsbiosystems.com However, I see patent applications, as yet unassigned, that come from that area of Mass. and that area of Denmark, such that one can be fairly sure who the assignees are going to be. First HTS, then Biacore: appft1.uspto.gov and appft1.uspto.gov And gratings figure prominently in both. It's not like the whole concept of gratings is novel. Also interesting is this one, using a different technique (surface-selective nonlinear optical) that claims advantages over most others: appft1.uspto.gov Anyhow, I didn't find granted patents in this area; perhaps I wasn't searching correctly. In sum, it would appear that these are sufficiently different that they won't land in court. The two companies are definitely aware of each other. Cheers, Tuck