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Biotech / Medical : Trickle Portfolio

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To: scaram(o)uche who wrote (21)	10/31/2000 4:45:52 PM
From: Biomaven	Read Replies (3) of 1784

FWIW, here's what I currently own (in order by size of holding) that could be considered "trickle-down" plays: INCY IGEN NBSC IVGN BIOI EBIO ABSC CALP BCOR GNSL QTRN One question is whether you want the genomics-plays like GNSL in the mix. I agree that the there will definitely be a lag before a company like QTRN benefits from the increased spending. On NBSC, you say they think their shareholders want 10% dividends every year. It's worth clarifying that this is a meaningless stock dividend that has no effect except to make record-keeping harder. AFFX may not be a good trickle-type pick, because there the price is high enough so that concerns about competition may dominate near-term earnings. Peter

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