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July 15, 2008

Infectious Diseases

This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Analysis By:
Ken Powell, PresidentKen Powell
President, Genesis Business Development
Implications: BD GeneOhm's recent CE Mark for its molecular diagnostic test for the rapid diagnosis of Clostridium difficile infection will likely intensify the competition between BD and Cepheid.  Both companies market tests for the $1 billion dollar Methicillin-Resistant Staphylococcus Aureus (MRSA) market.

Analysis: BD (NYSE: BDX) just received the CE Mark for BD GeneOhm's molecular test for Clostridium difficile.  This will enable the company to sell the test in the European market and intensifies the competition between BD and Cepheid (NASDAQ: CPHD).

Both companies offer molecular based tests for Methicillin-Resistant Staphylococcus Aureus.  This is a global market that could easily exceed $1 billion annually as hospitals focus on reducing Hospital Acquired Infections (HAIs).

For detailed information on both companies, the fast growing molecular diagnostics and MRSA market segments, please schedule a consult with your GLG representative today. 


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