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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (57)	11/3/2000 1:36:58 PM
From: scaram(o)uche	Read Replies (1) of 1784

One can put together a portfolio and learn from it. One can put together a portfolio in an attempt to outperform everyone else on earth. Seems to me that either type of portfolio will be great to have. Why not just slap some names together and go? Some recent "trickle" IPOs have been priced as though the companies would derive pharma-like margins. If lockup expirations take them down, is this because insiders are just plain smart, or does it reflect bargain time? Dr. Voodoo's wisdom points at high ticket items. I took a brief course at San Francisco State on 2-D gels in (??) 1984, when it was still an "art" in the hands of those like Pat Jones. The apparatus that we used cost about $15. I don't follow GNSL.... how do they handle "value added" applications, and what are the barriers to entry? What stops BioRad et al. from stealing their lunch? I don't know the answers to these questions. I'd the the first in line to invest, if there are good answers. There's no hidden agenda in the questions. One further note..... please don't use my suggestions as "narrow definitions". I'm just trying to participate.

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