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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (154)11/27/2000 1:55:53 PM
From: scaram(o)uche  Read Replies (1) of 1784
 
Iconix/MCDE and KDUS/Axiom are special situations where value in the drug discovery arena was complemented by potential big upside in "trickle".

They were situations where, while not pure plays, the fundamental business was undervalued (IMO) and the pure trickle elements added leverage.

Very different than a BD, for example.... great "trickle", but little leverage from it.

My point was that you should do what you like, and not refer to what I've said in the past.
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