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Biotech / Medical : Trickle Portfolio

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To: keokalani'nui who wrote (557)	4/30/2001 6:56:11 PM
From: tuck	Read Replies (2) of 1784

Wilder, >>True, $2/share sounds cheap; but many services (engineering companies, for example) companies when sold go for as little as 1.5 - 3x sales.<< MCLS is currently at $1.40, yielding a P/S ratio in the 1.2 range. That's a discount for the risks you cited. Trickle is sore tempted at these levels. Doing anything in the next 24 hours? These guys report tomorrow; CC Wednesday morning. As a start, WRT Emerald, here's a link to Syrrx's competitive efforts. syrrx.com As I understand it, Structural BioInformatics obviates X-Ray crystallography. I'm likely not understanding it. MCLS offers the only public play with any leverage at all from the X-ray crystallography efforts that I know of. That's all I know about the space at the moment. MCLS put out a 10-K a month ago: sec.gov I might note that cash flow is more critical than earnings in figuring dilution arising from need to service interest expense, IMO. Anybody else want to chip in? Cheers, Tuck

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