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Biotech / Medical : Trickle Portfolio
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To: Dr. Voodoo who wrote (291)12/28/2000 1:10:48 PM
From: tuck  Read Replies (2) of 1784
 
Doc,

Top of the holidays to you.

I couldn't help noticing your use of the terms "building blocks" and "custom synthesis people." One of the companies in the Trickle watchlist bandies such terms about, too. This being NZYM, which is pretty cheap. td and Rick correctly assess NZYM as a niche player, and it seems not to be dominating its niche. Wondering if you know of it, what you might think of it, and if you know who is dominating its niche. I can shoot you a couple of links, if needed.

Cheers, Tuck
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