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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (202)12/11/2000 11:22:14 PM
From: Pseudo Biologist  Read Replies (4) of 1784
 
tuck, thanks this looks very cool. I understand that the fellow mentioned there, Reudi Aebersold, is *the* guru of mass spec proteomics.

Here is "Fool" take on an aspect of trickle, the ever popular "drug discovery platform for hire" model, that wisely has not been emphasized here (RSTA talk excepted -g-)

fool.com

I am not sure Tom is as coherent as he should be, but the point is well taken that without the prospects of a drug, it is hard to see how some of the companies in this space can justify their valuations. Putting MLNM and HGSI in the list is kind of silly at this stage.

Anyway, hope Rick does not excommunicate me for linking to the Fool -g-

PB
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