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Biotech / Medical : TECHNE (Tech): "selling picks to gold miners"
TECH 77.31+1.2%Jul 12 4:00 PM EDT

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To: dr.john who wrote (26)7/30/1999 10:58:00 PM
From: dr.john  Read Replies (1) of 46
 
Such a beautiful investment-case and such a silent board........

Go back to mssg 24, it's all still very true....

Strange, how sometimes the best investment ideas go -if not completely unnoticed- almost unnoticed

apart from its five star past track-record the beauty of tech lies in:

-RECURRING revenue base of income: Tech is the leading and the high quality provider of products which are used and re-ordered and used and re-ordered.....; unlike p.ex manufacturers of bioanalytical measurement systems.

-growing market: there is no threat to the growing importance of cytokines in basic/clinical research and diagnosis. The insight into the myriad-role of cytokines is growing, growing; cytokines are natural occurring messengers, no competing product can render them obsolete; their key role in a multitude of diseases is more and more appreciated.

-Last but not least: Techne is cautiously eyeing the possibility of transforming itself -at least a small part of itself- into a therapeutic- company: The investment in Chemocentrix (researching into chemokines, and therapeutics targenting chemokines) is the first step.

-finally: if you want to own a company where you are COMPLETELY sure about the integrity, modesty, intelligence and foresight of the management team---> invest in Techne, sleep well, and enjoy the ride. My only concern: I still do not own enough.

Dr John
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