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


To: Night Trader who wrote (597)12/21/1998 8:47:00 AM
From: Joe Dancy  Read Replies (1) | Respond to of 696
 
Thanks for the questions Martin.

Stumbled across an interesting article last night in the January 4 Business Week - on page 122 they mention Techne - a BIOI competitor - and discuss how that company did the Genzyme acquisition to dominate the cytogen (sp?) market (one of BIOI's product lines).

BW was really high on that company, and 15 others - and note that Techne on a valuation basis is much higher valued than BIOI. Of course, it is also much larger - the article limited the selections to companies greater than $50 million in size. Maybe part of the valuation issue is size, and lack of institutional ability to get in here at BIOI.

The interview will be digitized and you will be able to listen on either Real Audio's G2 player or MicroSoft's Windows Media Player. Should be accessible in a week to 10 days, depending on how long we talk. Will post a link.

Joe