This article elaborates on a question that I wanted to pose to the Biotech values board. What do you think the best plays are in companies that will supply the tools to investigate biogenerics?
About 2 years ago I established a position in BRKR with this in mind. It went up about 200% I unloaded half my position (not enough in retrospect since it has pulled back substantially in the past 2 months).
BRKR is active in protein MS and X-ray equipment for bioscience use. Are there equipment suppliers you like?