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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (20)10/31/2000 1:36:53 PM
From: scaram(o)uche  Read Replies (2) of 1784
 
>> I repeat my request for discussion regarding which trickle businesses are the most timely now <<

Timely or not, I vote that "trickle" avoid companies that are exclusively involved with drug discovery. I feel that PCOP is a fit (modeling software), but that ARQL should be off limits. Also feel that CROs go to the nebulous area of execution.

The original concept in T/FIF was to identify companies with here and now reagents or instruments that the HGSI/MLNM/CRAs of the world can buy out of a catalog -- to identify companies where "trickle" can flow to the bottom line, tomorrow.

For that reason, I withdraw the Axiom/KDUS suggestion.

Certainly ABSC qualifies, but it hasn't exactly been off-radar. Would be like having put AMGN into the original T/FIF portfolio.

Specific picks..... most know about my frustration with NBSC. I sincerely believe that it's worth $20/share. However, management sold into the last rally, with the CEO making the ALL TIME TACKIEST insider sale at $15. These guys come from a separate world, the world of the 70's. They correctly believe that their shareholders want 10% dividends every year. Why are they correct? Because Freedman's aunt Hildagerd is the typical shareholder, and she learned everything she knows about finances from Eichenbaum.

Grrrrrrrrrrr..............
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