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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (237)9/5/2000 1:46:19 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 2243
 
Tuck:

Looked at them last time you pointed. Like TD, I can't come close to guessing what demand for their products might be. Have you ever asked them if the old "Selectide" is a customer?

selectide.com

But, yup, seems like it would be a good candidate for "trickle".

No, afraid I can't save the portfolio. If someone wants to start a new one, it seems like a good, conservative strategy that's looking better all the time..... the "Tahiti, and checking the market once a week" portfolio.

Rick



To: tuck who wrote (237)9/5/2000 2:03:38 PM
From: scaram(o)uche  Respond to of 2243
 
The
Company had three customers each accounting for over 10% of
fiscal 2000 revenue-F. Hoffman-La Roche, Ltd., UCB-Bioproducts
S.A. and Searle, which individually accounted for approximately
29%, 19% and 14%, respectively, of the Company's fiscal 2000
revenues.

No mention of Aventis, but this is the sort of info that I was digging for.


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