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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (45)11/1/2000 2:28:29 PM
From: Biomaven  Read Replies (3) of 1784
 
tuck,

I guess my view is that you should stick with "paradigmatic" trickle stocks - those whose performance over the next year or so will be driven by the extent to which they show up in the accounts payable of the biotech and pharma companies. I like IGEN, but like KDUS it's not really a trickle stock. There's enough to choose from without getting tempted by stocks whose price is going to be driven mostly by other factors.

Peter
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