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

To: John Zwiener who wrote (427)	9/4/1998 1:19:00 PM
From: James Perry	Respond to of 1025

Yes, I understand that they could build two similar devices, each tailored to serve different areas. And that Roche couldn't sell into Igen's area, and probably Roche's license might prevent Igen from selling into Roche's area. I don't know enough about the demands each area would make for differences in the two machines, and surmise that they could really be pretty much the same. And placement by Roche into Pharmaceutical companies will really screw them up with that injunction - and if it doesn't specifically cover those placements, it will be readily amended and broadened if the placements are shown to have occurred. Once a Court chooses a path, it gets plumb hostile when a party tries to deviate from that path. That still assumes they would be unable to bring a Pharm. lab into the definition of a clinical lab. And I accept that they are different. Of course all this underscores the need for a broad settlement in which the parties deal fairly and equitably with each other. And I do not infer that Igen won't try to do so, because it is so obvious that all kinds of refinements are possible - faster, better, bigger, simpler machines as well as vest pocket devices and complicated tests not yet imagined which will be able to be performed. Hell, I am still fascinated by the little finger gadgets that will give a pO2 reading, and that toy whistle looking thing that will measure FEV1 and MVV. Not to mention a whole bunch of other things. And I dont question that electsys will simplify a big bunch of tough tests, beyond its present capacities. They need to be cooperating, sharing research, doing all they can to attack and dominate this market WHILE THEY STILL OWN IT. Network companies give away their programs (netscape) and sites (yahoo) with all kinds of information, etc. First they dominate the market while they sustain huge losses, then they milk it. And they get huge in a hurry. I don't advocate that we aren't losing enough money, but I surely would like to see us start production lines on POCs and high throughputs. Yesterday.