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Biotech / Medical : Trickle Portfolio

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To: Pseudo Biologist who wrote (212)	12/11/2000 11:51:36 PM
From: tuck	Read Replies (1) of 1784

PB, For better or worse, I'm the Pope on this thread. If Rick wants to ex-communicate someone on other threads that's his biz. I will consider sources and stocks (such as those with involvement by Paramount) that he won't. I don't quite understand the aversion to having a drug discovery for hire category in trickle. I was planning on adding such a category to the taxonomy. Problem is it blurs with some other categories. INCY is a "genomics" company in popular parlance. To me it seems a hybrid of drug discovery for hire and bioinformatics. As is PCOP. I haven't bought any aside form those two in part because of valuations, and in part because it's a hazy area of trickle. I don't plan on emphasizing the category. However, I am looking at bodyshops of chemists for hire, as that aspect of the drug discovery category isn't filled. A couple of companies are on the watch list. Would y'all like to expand on this facet of trickle taxonomy? Or was the aversion simply the fact of rampant overvaluation in the segment in the eyes of trickle fans? Cheers, Tuck

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