Silicon Investor (SI) -- The First Internet Community

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 : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (6964)	8/1/1999 10:11:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Rick, If the small to micro-cap biotechs break our in a big way you will see the IPO market open up. Currently, unless you have profit (Invitrogen) or are viewed as an internet play (Chemdex) you get no respect. I think IVGN's valuation can be justified if they use their stock to consolidate the industry. If IVGN were to merge with some of the $30-$60m sales tools companies they would have such a large share of NONCOMODITY reagents and related tools that they could cut Chemdex off at the knees. V1