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

To: Dr. Voodoo who wrote (235)	12/13/2000 2:20:59 AM
From: tuck	Respond to of 1784

Doc, Thanks much for stopping by with good input. Various companies in the portfolio/watchlist have not been mentioned here by bona fide life scientists but nevertheless look interesting to me. AGNT is one of them. IPOs are being painted with a broad, black brush these days. Many good ones are being clobbered along with the bad ones. I feel GNSL and BDAL are in the lock-up zone, as is CRL. AGNT is one of those, too. I'm glad to hear about their stuff from a user, thanks very much. Exactly the kind of stuff we need on this thread. From reading it's Yahoo! profile, I couldn't tell how tricklish it was, as it appeared to be targeting customers outside of life sciences. Your comments inspired me to have a quick look at the "strategy" section of their S-1. They are very much a pure trickle play now, but are thinking of expanding into other markets down the road. So if they are "one to watch" we never get to play them as a pure trickle company. Gonna step up my research on that one. Cheap and pure, the way trickle likes 'em. Cheers, Tuck