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Biotech / Medical : Trickle Portfolio

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To: keokalani'nui who wrote (141)	11/27/2000 12:03:16 PM
From: tuck	Read Replies (2) of 1784

Wilder, MCLS (MediChem) just priced on 10/31. Recent quarter: siliconinvestor.com I hadn't noticed it. Rick for some reason feels that drug discovery companies should not be trickle portfolio candidates (post #21). But he didn't say why. Seems to me they are making money on an operating basis. Flowing to the bottom line now, as he more or less put it. We have other categories in trickle that aren't just lab equipment & reagents. I personally have no problem with drug discovery companies being in the portfolio. If it benefits from pharma and biotech spending, and derives the lion's share of its revenue from same, my feeling is that it's a legitimate trickle company. In fact, I might add drug discovery companies to the trickle taxonomy I'm trying to develop. Discussion invited on this subject. I'll toss MCLS into the watch list. Certainly looks cheap. Lots of competition? I'll dig for comps and accept suggestions for comps for MCLS. Cheers, Tuck

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