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

To: keokalani'nui who wrote (141)	11/27/2000 12:03:16 PM
From: tuck	Read Replies (2) \| Respond to of 1784

Wilder, MCLS (MediChem) just priced on 10/31. Recent quarter: siliconinvestor.com I hadn't noticed it. Rick for some reason feels that drug discovery companies should not be trickle portfolio candidates (post #21). But he didn't say why. Seems to me they are making money on an operating basis. Flowing to the bottom line now, as he more or less put it. We have other categories in trickle that aren't just lab equipment & reagents. I personally have no problem with drug discovery companies being in the portfolio. If it benefits from pharma and biotech spending, and derives the lion's share of its revenue from same, my feeling is that it's a legitimate trickle company. In fact, I might add drug discovery companies to the trickle taxonomy I'm trying to develop. Discussion invited on this subject. I'll toss MCLS into the watch list. Certainly looks cheap. Lots of competition? I'll dig for comps and accept suggestions for comps for MCLS. Cheers, Tuck

To: keokalani'nui who wrote (141)	4/19/2001 3:23:18 PM
From: tuck	Read Replies (2) \| Respond to of 1784

Wilder, This article, together with recent stock price performance, is prompting me to take a closer look at MediChem. They seem to have some hard to duplicate advantages in HTC (High Throughput (x-ray) Crystallography) at their Emerald division: dddmag.com Certainly my choice in picking DPII over MCLS has proven wise so far, but I'm thinking I may be underestimating MCLS' potential, even though it is farther away from realizing it in terms of earnings. Do you follow these guys at all? Thoughts? Edit: Ah. MCLS is entering the dreaded lock-up expiration zone: ipolockup.com Obviously it is being anticipated as many before it (such as DPII, TELK, AMEV, etc.) have been. I suspect Mr.Market is going to be consolidating starting tomorrow. MCLS could be a good value here, and isn't likely to sprint away on me for a few days. Good thing, because I'm busy. Cheers, Tuck