tuck,
Most excellent thread. Here are some usual and unusual ideas (caveat: I own none of these nor have I looked at them in-depth from an investment angle):
TRGA. Trega? Yeah, Trega. No longer a drug discovery company. Owns "Chemnavigator.com", most of NaviCyte, does contract combichem. Cheaper than cheap. For a reason. But if either Chemnavigator or Navicyte do half of what they could . . .
PPDI. Kind of a "fully integrated CRO", if you will. Does clinicals, has a combichem division, etc. Had a hiccup a few years ago with (if memory serves) a Lilly clinical, but has recovered.
WAT. Great HPLCs and mass specs. Great.
SIAL. Comprised of Sigma, Aldrich, Fluka, Supelco (HPLC consumables), branching off into oligos, custom peptides, proteomics. Buying from their website is simply too easy.
Those would be my first-blush ideas. |
