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

To: tuck who wrote (128)	11/19/2000 10:58:12 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1784

Tuck: Companies monitor the bulletin boards for mention of their names. I was working on a low profile visit. I think that your idea of trying to visit companies in San Diego is a great one. Rick

To: tuck who wrote (128)	11/20/2000 1:05:25 AM
From: Spekulatius	Respond to of 1784

Tuck, ABGX and MEDX are biotechs with a focus on Antibodies.ABGX uses the Xenomouse which appears to be one of the best platform for fully humanized Antibodies. I do not know much about EDX. They earn royalties on every Antibody they help develop and they have their own drug development programs hence their rich valuation. LEXG and DGEN offer Gene targeted 'knockout' mice, which are a useful tool for drug research. LEXG is richer valued than DGEN and appears to have a much stronger IP position (they hold a patent on the knockout mice). LEXG also gets started with their own drug discovery programs and their customer list is the who's who in biotech and big pharma - that's why I prefer them over DGEN. LEXG represents really more a drug discovery platform with a potential for royalties more so than a mere tool company and that's why I believe LEXG deserves a richer valuation, IMO.