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Biotech / Medical : Trickle Portfolio
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To: nigel bates who wrote (107)11/14/2000 9:57:08 AM
From: tuck  Read Replies (1) of 1784
 
Interesting counter to the Barron's hit piece:

ftmarketwatch.com{7A750F43-B4FE-4DDE-A56B-98E84F293727}

The FT article floats the idea of playing the trickle as the "safe" way to invest in biotech. Note the Trickle Portfolio owns the two companies mentioned that aren't priced for perfection. PEB being the one that is.

Thanks to Martin Jongmans for the pointer.

Cheers, Tuck
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