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Biotech / Medical : Ciphergen Biosystems(CIPH): -- Ignore unavailable to you. Want to Upgrade?


To: bunn who wrote (453)8/27/2006 8:35:36 PM
From: tuck  Read Replies (1) | Respond to of 510
 
Bio-Rad has a well received BSE test, though not much beyond that, true. They just sound more interested. I grant you Quest is one of the heavies of diagnostics. Others, well, Roche, but they're crooks in that division. Bayer. Whatever happened to the BioSite collaboration? It just seemed to quietly die.

I'm just concerned about not having an update, as last CIPH said, they were going to luanch by year end. One quarter to go and not a peep. Though again, I haven't listened to the latest CCs. Have you?

CIPH can't afford another pushout on this. Would mean something's wrong to me. And there's the cash/dilution issue rearing its ugly head if they don't start getting a royalty stream incoming.

Cheers, Tuck



To: bunn who wrote (453)9/7/2006 7:45:04 PM
From: tuck  Respond to of 510
 
Oh, Bayer and Abbott also have big diagnostics operations, though I hear Abbott's hasn't performed so well of late.

Yeah, I'll be curious to hear what Fung has to say next week. My understanding was that Quest controlled the news flow, though. I'm not sure whether it will be positive, negative (i.e. another pushout) or indifferent. I go with the latter, as CIPH would have said something already if important news was imminent. Can't sit on big news for two weeks; it would leak.

Cheers, Tuck