reasons to own ado n is an ann coming???, page-7

>>1. IVD pathology suppliers
Major participants - Roche, Siemens, Abbott, Ortho, Beckman, BD, bioMerieux, DiaSorin

2. Bead manufacturers
Major participants - Merck, Dynal, Seradyn, Bangs

3. Research Organisation
Major bead suppliers to research organisations - Dynal, Seradyn, Bangs, Ademtech,Miltenyi, Luminex, Chemagen

4.Point of care
Major suppliers - Pall co., Whatman (GE), Millipore<<

I have been very much looking forward to a NON Bead manufaturers commercial signing. As the IVD pathology, research and POC markets are far better revenue earners.

Sure we are happy with 10 mil from the Bead Coy's yet the 50-100mil revenue earners are from the big boys in the other fields. One signing with Roche will blast this stock off to the MOON... I have constantly tried to get out of Geoff how close he is with a signing from Roche, where he was the former MD.

Surely this is more likely the first stop for them in the Pathology suppliers sector and arguably the most recognized name to the public. Cannot wait for an ANN stating COMMERCIAL DEAL WITH ROCHE complete.

As far as I can assertain they are testing the products and have been for sometime.

Yet naturally Geoff needs to be careful in what he states until they have signed on the dotted line. I was expecting ROCHE before MERCKS... thus the fall in SP. As well as a Director retiring has been the cause of a 30% drop I suspect. It was amazing to see a 10% drop as soon as Mercks ANN was released...as they a BEAD manufacturer ONLY.

Once the next ANN comes out- quickly see which field the Coy is in to guage whether the stock will fly or not. Naturally ROCHE or similar is a not brainer... yet a more obscure smaller Coy will be harder to notice. This will simply mean the smaller Coy is trying to take on Roche, etc with ADO's market changing products in the pathology field.

Pathology field has been their golden goose from my various talks and to me it only a matter of when and who is first to step up.

Many would be growing wary of the non performance in the SP in current months... Seriously who is going to sell before Feb... we are approaching an exciting period in ADO future IMO. Enjoy the ride when it happens- not if- IMO.

IMO..DYOR.