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Biotech / Medical : Martek Biosciences---- future biotech cash cow! -- Ignore unavailable to you. Want to Upgrade?


To: david nordic who wrote (227)4/29/2005 10:54:55 AM
From: Robert Douglas  Read Replies (1) | Respond to of 258
 
It's hard for a business to create a product when there is only one supplier of an essential component. Formula companies have had to introduce products carefully as the supply of DHA and ARA from Martek has been doled out stingily. That these companies did some double ordering is not surprising and now that supplies are finally available in large quantities these stocks become unnecessary. The silver lining is now we can expect formula producers to proceed aggressively in completing the 100% adoption of DHA into infant formula. Furthermore the science behind this seems to be pushing for larger proportions which will increase the ultimate size of the end market.