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

To: technetx who wrote (122)	7/19/1998 11:17:00 AM
From: Thomas Kirwin	Read Replies (1) \| Respond to of 422

Reagent Industry Ramblings Technetx, I recently had the pleasure of meeting an individual who appeared to be rather knowledgeable regarding the automation of blood analysis and reagents. He agreed that that there is a serious push to automate the process and bring instrumentation to market. One company mentioned during our conversation was Ortho-Clinical Diagnostics, a Johnson & Johnson company which sells millions of dollars worth of reagents. Evidently they control a very large percentage of the reagent market. Additionally, I learned that they have developed partially automated system capable of analyzing blood samples. He asked if the ABS2000 was an open system that could utilize other reagents from competitors. I told him that I did not believe so as the analysis and results are based on Immucor's proprietary reagents. He was also interested in Immucor's industry reputation regarding the reagent's sensitivity and reliability. Believe it or not, I do not know. It will be very interesting to see Immucor's razor & blades strategy play out. If there is a significant increase in reagent sales anything can happen. Regards, Tom

To: technetx who wrote (122)	8/9/1998 1:53:00 PM
From: Thomas Kirwin	Read Replies (1) \| Respond to of 422

1st Quarter Earnings Date Guess Historically, Immucor releases news on Tuesday. My best guess is that their 1st quarter earnings report ending August 31, 1998 will be made public on October 13, 1998 before the open at 8:05am. EPS Guesstimate is $0.08 - $0.09 based on last years actual 1st Q EPS of $0.07 and projected revenue increase attributed to sales of instruments not offered last year. Update to follow in October.