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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (942)12/13/2001 11:03:42 AM
From: Crossy  Read Replies (1) of 1784
 
Tuck,
as I see it FSH certainly fits your definition. Their 10K should tell. If you are unsure call the company. I think normally they would tell such a ratio.

PKI did a bigger life science acquisition. I owned it once because of their photodiode business. It was a stellar investment for me (3 bagger). Opto with life science coverage is a very good hedge (for me life science of 30% would be "best" - unlike you)

On Dalsa around 20% of their revenues are life science based. Oxford Instrument's 30-40% are definitely a better fit for your strategy..

rgrds
CROSSY
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