Release today (QGEN) says on their home page, and CC tomorrow. We'll have the rest of the week to compare with our experience(s)with DIGE, and to figure out where HPV is finally going...
haven't heard it yet but will later...seems to me though that according to a story in the german press they are forecasting 30% operating margins on north of 800mm for next year...unless i'm missing something and they meet their goals, estimates for '08 have to be too low...granted it won't all happen at once but still...we'll see what the spreadsheet boys can come up with when they issue their notes...hopefully they stay conservative
Qaicube flying off the shelves based on the 40% instrumentation growth. This product is brand new this year and should drive significant growth for the next few years.
China lab approval (They made it sound like a very big deal in the press release). QGEN is one of the best positioned Western medical companies in China.
HPV looks to be accelerating sooner rather than later.
no clue what the expectations were and after a near 40% run from september (at the peak) could see some sell the news; only flies on the report were that street is at the high end of the guidance range for the FY ... other than that beat and guide up on the bottom with some assumed upod and the uptrend is certainly intact at a minimum ... quality company, diversified, razor/razor blade model with a dollop of growth from hpv, recession resistant, well above average top and bottom line growth in a market starved for growth, high quality management running a tight shop ... not enough to get stamped "blowout" but it's more than enough to stoke interest ... certainly i'm comfortable holding it a few more quarters... come this far after all <gg>