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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (360)1/10/2001 1:57:31 PM
From: tuck  Read Replies (1) of 1784
 
A company that Trickle has been watching for some time has been scoring deals:

biz.yahoo.com

I would be curious if any biologists out there (Rick, PB, etc.) have a take on these folks. As I have stated before, my chief misgiving as a biotech investor is biotech's exploitation of animals. Xenogen offers a much more (ahem) enlightened approach. If it looks like the IPO is going to go well, Trickle might buy a little right off. If not, wait for lock-up expiration to play out later this year. Help me out here, folks, I get emotional about this one, and that's bad.

Cheers, Tuck
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