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

To: bob zagorin who wrote (44)	5/31/2007 8:02:08 PM
From: caly	Read Replies (1) \| Respond to of 47

Compliments of a Yahoo poster... messages.finance.yahoo.com UBS analyst Derik De Bruin published a 92-page Life Sciences Review on May 29. Pages 40 to 44 are on Cepheid. Most of it repeats his May 7 comments about Q1 results. But there is a new and interesting paragraph: "With the recent FDA approvals, a differentiated technology platform, and a robust M&A environment for diagnostic suppliers, we believe Cepheid could be an attractive acquisition target for companies wanting to increase their molecular diagnostics exposure. Indeed, we believe one of the reasons Cepheid has not yet entered into a formal marketing agreement with a more established diagnostic player is because management may wish to keep their M&A options open. We note that Cepheid's current CEO and CFO were previously at Vysis, a company they took public and later sold to Abbott. We think management may pursue a similar exit strategy for Cepheid."