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Biotech / Medical : Trickle Portfolio
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To: tom pope who wrote (63)11/5/2000 11:05:42 AM
From: tuck  Read Replies (1) of 1784
 
tom,

I'm getting to the point at which I'm going to start nibbling at certain things. Thinking of nibbling MDS on a pull back to ~19. I had a long look at MDS yesterday. They have their fingers in many pies, including canadian distribution deals, CRO work, mass spectrometers, and a venture capital arm that has interests in many companies we're interested in (I like the idea of such companies having a VC unit: maybe it keeps them in better touch with the newer technologies coming down the pike). It seemed reasonably valued relative to its prospects. Rick and I discussed it briefly in the first few posts. Your input is welcome. Sounds like you have an opinion on MDS. Let's hear it!

Cheers, Tuck
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