Biotech Values

[flatlander_60048]

Thanks Dew

TMO and BRKR have specialty Mass Spec geared toward protein analysis. TMO is much larger and established. Bruker has made recent acquisitions and has strengths in x-ray crystallography. Bruker ran up a couple hundred percent but pulled back as a result of lower estimates. WAT is also atrong in MS and HPLC but I don't think their protein platform is as strong as TMO or BRKR. BRKR has had significant insider purchases and has recently introduced equipment for portable screening of biohazard which is aimed at the homeland security business. Not trying to pump BRKR but I just tend to follow it closer.

I'm interested in a couple angles:
1) How legislation governing biogeneric equivalency demonstration/approvals might drive equipment sales.


2)I'm also curious about the Momenta approach to sequencing sugars (i.e., what equipment is used).

Obviously, I have not done comprehensive DD yet. But the market for equipment/specialty software would seem to be emerging.

Good Luck
FL