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Biotech / Medical : Trickle Portfolio
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To: Harold Engstrom who wrote (206)12/11/2000 6:35:59 PM
From: tuck  Read Replies (3) of 1784
 
Harold,

I would say BTRN + Egilix = Therapeutic Company w/enhanced delivery system. They don't even have a marketable product yet, do they? Not trickle in my book. I like BTRN at these prices, though I wonder how its stem cell biz might fare under Bush.

I intend to put up the second generation trickle taxonomy and definition of trickle company later this week in a change to the subject post. Things are a little less vague now, so it's time, but I've got a couple of projects to finish first.

Cheers, Tuck
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