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

To: tuck who wrote (151)	11/27/2000 12:08:37 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1784

I don't give a damn what you put into it and what you don't. As I had originally configured the old "trickle" portfolio, it was reagents/instruments/ilk.

To: tuck who wrote (151)	11/27/2000 12:22:23 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 1784

Tuck, I agree that the companies for whom a drug discovery effort (by royalty or ownership) could result in a valuation 'lump' independent of the trickle valuation should be excluded from the watch list. Companies like ILEX and the mighty-mice companies are a good examples. I am not pushing MCLS for a buy, but the watchlist seems appropriate (especially if the watchlist is as much a trickle-index as it is a corral) since from what I can tell MCLS has an entirely "work for hire" model, complete with so-so margins and steady if modest sales increases. (They don't even have a stalking horse drug candidate to pin future financings on!) Anyway, JMO. Thank you for this thread, by the way. Wilder