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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (151)11/27/2000 12:22:23 PM
From: keokalani'nui  Read Replies (1) of 1784
 
Tuck, I agree that the companies for whom a drug discovery effort (by royalty or ownership) could result in a valuation 'lump' independent of the trickle valuation should be excluded from the watch list. Companies like ILEX and the mighty-mice companies are a good examples.

I am not pushing MCLS for a buy, but the watchlist seems appropriate (especially if the watchlist is as much a trickle-index as it is a corral) since from what I can tell MCLS has an entirely "work for hire" model, complete with so-so margins and steady if modest sales increases. (They don't even have a stalking horse drug candidate to pin future financings on!) Anyway, JMO.

Thank you for this thread, by the way.

Wilder
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