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

To: scaram(o)uche who wrote (21)	10/31/2000 2:18:47 PM
From: tuck	Read Replies (3) \| Respond to of 1784

Rick, >>The original concept in T/FIF was to identify companies with here and now reagents or instruments that the HGSI/MLNM/CRAs of the world can buy out of a catalog -- to identify companies where "trickle" can flow to the bottom line, tomorrow.<< I remember back in June when CRA made the big announcement, it was followed by an announcement of how they were getting into the proteomics biz next, and that they'd be buying oodles of mass spectrometers to launch their effort (Or am I hallucinating? Can't find the link now). Who do you suppose is supplying there? PEB makes those things in a JV with MDS (Sciex). Should we look at possible arbitrage plays among those three? Seems to me MS makers would be good plays at this time. Just because some of these stocks have large prices, doesn't mean they're overvalued, though it can mean they're more vulnerable to multiple contraction. Off to check MS makers out. Help appreciated. Cheers, Tuck

To: scaram(o)uche who wrote (21)	10/31/2000 4:45:52 PM
From: Biomaven	Read Replies (3) \| Respond to of 1784

FWIW, here's what I currently own (in order by size of holding) that could be considered "trickle-down" plays: INCY IGEN NBSC IVGN BIOI EBIO ABSC CALP BCOR GNSL QTRN One question is whether you want the genomics-plays like GNSL in the mix. I agree that the there will definitely be a lag before a company like QTRN benefits from the increased spending. On NBSC, you say they think their shareholders want 10% dividends every year. It's worth clarifying that this is a meaningless stock dividend that has no effect except to make record-keeping harder. AFFX may not be a good trickle-type pick, because there the price is high enough so that concerns about competition may dominate near-term earnings. Peter