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Wednesday, 06/15/2005 7:34:13 PM

Wednesday, June 15, 2005 7:34:13 PM

Post# of 30387
Gaboy (responses from your RB post)...

"Bocxman mentioned once kits available, Doctors being able to get test results immediately, can any one elaborate on this part of the technology. Also wondering if anyone here has a basic understanding of Abbott's architect system. Is this something that is set up in a doctor's office, if so how much is the initial investment for this technology? "

- as far the kits...you might be confusing some things. BOCX has two main diagnostics products, serum-RECAF (the blood test) and histo-RECAF (the tissue staining test). the serum test is the blockbuster product, while the histo test is a niche market and proof of concept type thing.

originally BOCX had the retarded plan of selling the histo kits while they were doing R&D on the serum assay, but then they realized they had no money to spend on marketing/distribution not to mention the fact that nobody had heard of RECAF then as now. they scrapped that plan, so the histo-RECAF kits really have little importance.

the serum-RECAF will not be distributed as a "kit." what happens is that abbott develops a RECAF assay for architect, ortho develops a RECAF assay for their VITROS system, roche develops a RECAF assay for elecsys/cobas whatever it is, etc, etc. these companies have the gillette business model, they don't make money on selling the platforms, they make money on selling a constant, monthly supply of serum assays to the labs.

by the way...by "labs" I mean hospital labs, private labs, and even labs within larger physician practices. THEY are the buyers of the assays, not the doctors.



DISCLAIMER: NEVER ASSUME INFO ON MESSAGE BOARDS TO BE ACCURATE. ALWAYS DO YOUR OWN DUE DILIGENCE. DON'T BUY STOCK BASED ON THIS POST OR ANY OTHER POST. I OWN A LONG POSITION IN THIS STOCK AND THEREFORE I AM BIASED.

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