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

To: Madharry who wrote (721)	7/1/2001 4:33:10 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Ok, folks, Let me try again to define what I mean by a trickle company. A trickle company sells products and/or services to the R&D programs of pharmas, biotechs, and institutions (gov't, academic, etc.) engaged in biological research (let's not get started on companies that sell paper clips & the like to pharmas). To be in the Trickle Portfolio, a company must derive at least half of its revenue from these sources. Many therapeutic companies have tricklish elements, and a few trickle companies expect royalty revenue from therapeutics that will arise from use of their trickle technologies by licensees. It's sort of a spectrum. Anyhow, MAXY is behind competitor AMEV in the clinic, though I like their tech, too, and worry about an IP battle at some point. (FWIW, my Mom owns a pinch of AMEV) One could make a weak argument for their inclusion here; they're only a little fuzzier than PCOP in this regard (the difference is that PCOP sells software and libraries and such, making it more tricklish than the former two). Is Sepracor a trickle company? DVSA is interesting, and has a tricklish element or two, but their business model seems to be like ABSC's in reverse: first a therapeutic company, then a trickle company. Hey, it's working for Abbot Labs. I'd guess CCEL would be selling more to hospitals and clinics than drug discovery efforts, but not sure, Robert. You tell me. Trickle feels the market is going to open sharply lower Monday, whacking companies that had been sharply higher Friday. If there is collateral damage among the already-whacked, opportunities will abound. Could we get more QGENF in the teens? We gotta try DPII in the low 4s. Back up the truck if it goes lower. Hows about ABI in the low 20s or EBIO should it overcorrect to 3 or less? BDAL in the low teens? WAT at a new low (starting to feel it won't go much lower than 24; just my guts talking, take that with a large grain of salt)? AFFX in the teens? How about SIAL at $37? I was wondering if I'd ever see the day w/o a split! How about avoiding TBIO? This, people, is what I mean by taking advantage of the bizarreness from the trickle perspective. OK, now: suggestions for taking advantage of the bizarreness? Cheers, Tuck