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Biotech / Medical
Trickle Portfolio
An SI Board Since October 2000
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Emcee:  tuck Type:  Unmoderated
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159Tuck, sometime back you posted that you were open to foreign trickles. PowderjeA.J. Mullen-11/27/2000
158Nah, that's TD stuff. PB has avowed any knowledge, but I don't buy thatscaram(o)uche-11/27/2000
157Well, here's an "instrumental" addition to the portfolio: BDAL hatuck-11/27/2000
156Wilder, The watch list is corral, index, and more, at the moment. It is a repotuck-11/27/2000
155Iconix/MCDE and KDUS/Axiom are special situations where value in the drug discovscaram(o)uche-11/27/2000
154>>As I had originally configured the old "trickle" portfolio, ittuck-11/27/2000
153Tuck, I agree that the companies for whom a drug discovery effort (by royalty orkeokalani'nui-11/27/2000
152I don't give a damn what you put into it and what you don't. As I had oscaram(o)uche-11/27/2000
151Wilder, MCLS (MediChem) just priced on 10/31. Recent quarter: siliconinvestortuck-11/27/2000
150Evening, Gang, More pruning . . . PKI is another one in which their tricktuck-11/24/2000
149Rick, Since a biotoddler is handling this, there are going to be some misses intuck-11/24/2000
148BD is a powerhouse. The trouble? Tons of their revenue derive from syringes???scaram(o)uche-11/24/2000
147<<I'm curious as to why you don't like 'em>> IMHO, thertommysdad-11/24/2000
146Morning, Gang, Trickle is adding BDX (Becton Dickinson) to the watch list and atuck-11/24/2000
145tommysdad, Given that PCOP is a holding of the portfolio, I'm curious as totuck-11/23/2000
144Hi Y'all, I want to thank all the folks who went to the trouble to describetuck-11/23/2000
143The European Biotech Report | | Biotech: bruised now, but future bright Framlsmh-11/22/2000
142Tuck, no, I don't work in a wet lab per se, just next to one. If I were to Pseudo Biologist-11/21/2000
141Tuck, was MediChem considered for trickle watch list? Here is self description keokalani'nui-11/21/2000
140Definitely. No pointy-haired boss going to be able to argue with one of those! &Biomaven-11/21/2000
139Haven't knowingly been within a quarter of a mile of a lab since high schoolnigel bates-11/21/2000
138<i>I'm trying to get SI biotechies who actually work in labs to tell mscott_jiminez-11/21/2000
137>> Now you just need a list from some biologists. But I don't think twscaram(o)uche-11/21/2000
136PB, Do you work in a lab? I'm trying to get SI biotechies who actually wortuck-11/20/2000
135tommysdad, You da Man! Thanks very much. Going to try to get similar shoppingtuck-11/20/2000
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