Trickle Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Trickle Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tommysdad who wrote (693)	6/22/2001 3:40:21 PM
From: tuck	Read Replies (1) of 1784

Trickle continues to favor QGENF as a Trickle play and is close to doubling down. Wondering if IVGN, which should report first in July, is going to make its numbers. Turner, voting with his pocketbook, says no. $100 million in sales. What are you going do with all that, Mr. Turner? insidertrader.com Trickle is ambivalent about selling IVGN here. The 144s are daunting, but the consumables biz should be steady, and that's very much IVGN's game. Product mix issues, maybe? I can find nothing in the CC notes to hint at trouble; only 4% of their revenue is dependent on instrumentation. They saw no weakness in their markets as of late April. Any of my chemists and biologists not ordering IVGN stuff at the usual pace? Cheers, Tuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next