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Biotech / Medical : Trickle Portfolio

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To: tommysdad who wrote (34)	11/18/2000 2:18:04 PM
From: tuck	Read Replies (2) of 1784

td, Thinking of trickle segments and how we can look at them in measurable and useful ways (in context of previous post on trying to guage size and segments of trickle markets). What now would be on the shopping list of a modern medicinal/research/analytical chemist who was assembling a biotech dream lab and then supplying it on a day to day basis? Please name specific company suppliers and feel free to include big ticket items such as high throughput screening/PK/PD, etc. systems. You mention WAT and SIAL along with their segments. What other segments of trickle are you involved in? Can you guess how much a biotech expends on tricklish stuff as a percentage of total R & D expense (likely fuzzy because it depends where a company is in the life cycle of its lead product)? This should nevertheless be a refinement over the equity raised because it leaves out debt and (gasp) retained earnings (granted both are small factors, but the latter should start growing, and then the former). Cheers, Tuck

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