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Biotech / Medical : Trickle Portfolio
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To: keokalani'nui who wrote (187)12/3/2000 2:06:31 PM
From: tuck   of 1784
 
A little help here. The Trickle Taxonomy in its current form has a category called "reagents/gels/media," in which IVGN is a major player. Amy Hogan of Black Rock has this to say of IVGN at CNBC:

"It is a leader in the molecular biology supply market, which is a $1.9 billion industry."

Emphasis mine. Is this the same thing? Do y'all like her version better? Aside from a couple of pats on the back, no discussion of the Trickle Taxonomy. You guys need stop talking politics and get down to business. You know who you are and thank goodness you don't do it here. Did I cover all the bases? Thinking of adding a drug discovery category.

Regarding my research efforts and targets: I will use my own judgment if no one profers help when asked. If Trickle crashes & burns again, someone else gets this job, and no one makes money. My continued thanks to the pickers of tickers and of lab equipment. But a little discussion of targets and taxonomy would be good. Once we get that settled, I will be less demanding and we'll put this sucker on cruise control for spontaneous commentary. Till the portfolio's remaining cash is invested and it's on its way to being paradigmatically weighted, I'll be cracking the whip. Any lurkers? You folks, too.

Message 14897084

And thanks to Jim Oravetz who PM'd me with formatting hints. The revised Trickle Taxonomy, a Community Effort (dammit!), will look better as a result.

Cheers, Tuck
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