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Biotech / Medical : Trickle Portfolio
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To: Spekulatius who wrote (126)11/19/2000 10:00:20 PM
From: tuck  Read Replies (2) of 1784
 
Spekulatius,

Actually the mouse companies are one of the easiest trickle plays to define, if not the easiest to pick. They all seem a little dear, don't they? Except for Avanir, but they're just getting started in that biz. LEXG, ABGX, MEDX, CRL . . . I suppose I should try to pick a couple and slap 'em in the watch list. You like LEXG better than the rest (I'm not sure who their competitors really are; the knock-out mouse market is pretty fragmented, and many strains are developed by private companies and in-house, as I understand it)?

Cheers, Tuck
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