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

To: keokalani'nui who wrote (557)	4/19/2001 5:06:26 PM
From: nigel bates	Read Replies (1) \| Respond to of 1784

Wilder, from tuck's article - “We hope to get into the synthesis and design of third-generation Topo-I in-hibitors within 3 months,” says Stewart. “We will combine features of different classes of compounds to make completely novel inhibitors, which is nice from a patenting point of view. Then we hope to bring this work to a pharmaceutical company by the end of this year--that’s the power of crystallography.”... Speculative, definitely. As you say, though, 40 structures (for current state of the art) is pretty good going... Back too late..but I'm used to that Know the feeling well. nig

To: keokalani'nui who wrote (557)	4/30/2001 6:56:11 PM
From: tuck	Read Replies (2) \| Respond to of 1784

Wilder, >>True, $2/share sounds cheap; but many services (engineering companies, for example) companies when sold go for as little as 1.5 - 3x sales.<< MCLS is currently at $1.40, yielding a P/S ratio in the 1.2 range. That's a discount for the risks you cited. Trickle is sore tempted at these levels. Doing anything in the next 24 hours? These guys report tomorrow; CC Wednesday morning. As a start, WRT Emerald, here's a link to Syrrx's competitive efforts. syrrx.com As I understand it, Structural BioInformatics obviates X-Ray crystallography. I'm likely not understanding it. MCLS offers the only public play with any leverage at all from the X-ray crystallography efforts that I know of. That's all I know about the space at the moment. MCLS put out a 10-K a month ago: sec.gov I might note that cash flow is more critical than earnings in figuring dilution arising from need to service interest expense, IMO. Anybody else want to chip in? Cheers, Tuck