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Biotech / Medical : Trickle Portfolio
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To: scaram(o)uche who wrote (21)10/31/2000 2:18:47 PM
From: tuck  Read Replies (3) of 1784
 
Rick,

>>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.<<

I remember back in June when CRA made the big announcement, it was followed by an announcement of how they were getting into the proteomics biz next, and that they'd be buying oodles of mass spectrometers to launch their effort (Or am I hallucinating? Can't find the link now). Who do you suppose is supplying there? PEB makes those things in a JV with MDS (Sciex). Should we look at possible arbitrage plays among those three? Seems to me MS makers would be good plays at this time. Just because some of these stocks have large prices, doesn't mean they're overvalued, though it can mean they're more vulnerable to multiple contraction. Off to check MS makers out. Help appreciated.

Cheers, Tuck
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