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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (2)10/30/2000 11:26:00 PM
From: tuck  Read Replies (1) | Respond to of 1784
 
Looks like we'll soon have a new trickle player of some substance as Novo prepares to spin off its enzymes business:

siliconinvestor.com

tommysdad, a medicinal chemist, has reported buying from them, I believe, as well as from Sigma Aldrich, which has been added to the watch list.

Cheers, Tuck



To: tuck who wrote (2)10/30/2000 11:34:00 PM
From: PuddleGlum  Respond to of 1784
 
You're supposed to say "Of course PEB is a biotech". :-)

I have a biotech portfolio (watch list) of my own that includes much more than just the drug researchers and developers, and some companies that only incidentally supply the biotechs. So I'm pretty liberal when it comes to binning a company with the biotechs.


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