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Biotech / Medical : Trickle Portfolio
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To: Biomaven who wrote (47)11/1/2000 6:17:06 PM
From: tuck   of 1784
 
Peter,

>>I guess my view is that you should stick with "paradigmatic" trickle stocks - those whose performance over the next year or so will be driven by the extent to which they show up in the accounts payable of the biotech and pharma companies. I like IGEN, but like KDUS it's not really a trickle stock. There's enough to choose from without getting tempted by stocks whose price is going to be driven mostly by other factors.<<

Message 14697595

OK, so is there anything else you'd like to prune from your list?

Cheers, Tuck
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