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

To: tommysdad who wrote (34)	11/1/2000 1:25:19 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Everybody, Thanks for your contributions. Virtually all of them have been added to the watch list. The watch list has grown to 30 stocks in the space of 24 hours. This is the easy part. Now, focusing on the ones that are on the verge of earnings acceleration now, we need some timing and targets for early buys. We want the ones that are in paying businesses now, so that if they are bought and get toppy, they can be exchanged for stocks that represent more deferred trickle (the CROs are an example of deferred trickle; they might be on the watch list longer than many other types), and so on. It can be argued that a bottom has been put in and that biotech seasonality couldn't be better for buying. So let's get to that, too. You don't want me running this portfolio with just the watch list and a few lines of investment thesis per stock. You won't get Rick Harmon or V1 caliber returns that way! I'm not in their league, and that's why I'm asking for community assistance in all phases. So far, I'm getting it, and it's really gratifying. Thanks again all. Cheers, Tuck

To: tommysdad who wrote (34)	11/10/2000 1:06:29 PM
From: tuck	Read Replies (1) \| Respond to of 1784

tommysdad, One of your ideas reported today: siliconinvestor.com These guys have for two quarters missed the estimates given by the one analyst that has followed them (for a whole two quarters, apparently, not the best time to start). Chart indicates TRGA near probable bottom. The report didn't seem to move it much, indicating the miss is priced in. siliconinvestor.com Worth a nibble here, toops? Also, here is a list of targets as of now, implying they will be bought if the Trickle Portfolio manager sees the ask hit the target: ABSC 45 EBIO 7 INCY 33 MDCC 55 NBSC 6 PBSC 13 PCOP 25 QTRN 13 WAT 55 Help in adjusting targets welcome, as is help in trickle taxonomy, wrt to major categories and players therein. Cheers, Tuck

To: tommysdad who wrote (34)	11/18/2000 2:18:04 PM
From: tuck	Read Replies (2) \| Respond to of 1784

td, Thinking of trickle segments and how we can look at them in measurable and useful ways (in context of previous post on trying to guage size and segments of trickle markets). What now would be on the shopping list of a modern medicinal/research/analytical chemist who was assembling a biotech dream lab and then supplying it on a day to day basis? Please name specific company suppliers and feel free to include big ticket items such as high throughput screening/PK/PD, etc. systems. You mention WAT and SIAL along with their segments. What other segments of trickle are you involved in? Can you guess how much a biotech expends on tricklish stuff as a percentage of total R & D expense (likely fuzzy because it depends where a company is in the life cycle of its lead product)? This should nevertheless be a refinement over the equity raised because it leaves out debt and (gasp) retained earnings (granted both are small factors, but the latter should start growing, and then the former). Cheers, Tuck