Random Ramblings about stuff I see going on in biotech, internet and the stuff I read.

Monday, September 05, 2005


The human suffering is huge. So not to belittle that, but the next thing that a lot of companies are going to look at is "what does this do to our sales this year". You can take whatever number was in the forecast for that territory and just set it to $0. Your getting nothing from there unless you are in construction. Biotech, not happening. So, if you were in the process of closing big deals down there to place instruments, you can pretty much write that off. The money to pay for the clean up has to come from somewhere, so it seems likely the NIH budget will take a hit in here somewhere, and that is future sales for the supply folks.

The ripple effects from this will go out in weird ways for quite awhile.

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