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Biotech / Medical : Trickle Portfolio

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To: dalroi who wrote (928)	12/4/2001 1:21:21 PM
From: tuck	Read Replies (1) of 1784

stefaan, >>concerning the WAT/ geneprot deal did i get it correct that they pay 20m$ and get a cash infusion from wat for 10m$ ? this smells like cisco deals<< Yes, you got it right. It looks like WAT is getting full price for its equipment, so it makes the top line look good at the expense of risking all the profit on equity in a risky venture. Might be good for BDAL in the long run that they didn't try to beat WAT here, and I'll look to shift Trickle on weakness in BDAL and strength in WAT. For I think the market may be overreacting to the deal on both stocks. Cheers, Tuck

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