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Biotech / Medical : Trickle Portfolio

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To: keokalani'nui who wrote (141)	4/19/2001 3:23:18 PM
From: tuck	Read Replies (2) of 1784

Wilder, This article, together with recent stock price performance, is prompting me to take a closer look at MediChem. They seem to have some hard to duplicate advantages in HTC (High Throughput (x-ray) Crystallography) at their Emerald division: dddmag.com Certainly my choice in picking DPII over MCLS has proven wise so far, but I'm thinking I may be underestimating MCLS' potential, even though it is farther away from realizing it in terms of earnings. Do you follow these guys at all? Thoughts? Edit: Ah. MCLS is entering the dreaded lock-up expiration zone: ipolockup.com Obviously it is being anticipated as many before it (such as DPII, TELK, AMEV, etc.) have been. I suspect Mr.Market is going to be consolidating starting tomorrow. MCLS could be a good value here, and isn't likely to sprint away on me for a few days. Good thing, because I'm busy. Cheers, Tuck

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