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Biotech / Medical : Trickle Portfolio

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To: Biomaven who wrote (37)	11/1/2000 12:56:25 PM
From: tuck	Read Replies (2) of 1784

Peter, I've just started looking at ILXO. They just announced results today: siliconinvestor.com I was surprised to find this sentence: "Total revenue for the quarter increased 48% to $7.4 million, compared with $5.0 million in the third quarter of 1999. This includes $6.6 million in revenue from the company's CRO business, up 69% from $3.9 million in the same period a year ago." Do any of you folks follow this company closely? Is their CRO business considered a key part of the business plan? I didn't see earnings attributed to the CRO biz, but in the absence of milestone payments, it sure seems to make up most of the revenue. Could this be considered a trickle company? Looks like it's headed for a breakout: siliconinvestor.com Wondering if the Trickle Portfolio should do some rapid DD on ILXO if it's considered within jurisdiction. Cheers, Tuck

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