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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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34tuck, Most excellent thread. Here are some usual and unusual ideas (caveat: tommysdad-10/31/2000
33<I>One question is whether you want the genomics-plays like GNSL in the mismh-10/31/2000
32>>Off to check MS makers out. Help appreciated<< Waters has a big Mhm-10/31/2000
31Posted 10/31/00 on SI Trickle My pick for the "Trickle" portfolio is SBulbaMan-10/31/2000
30Enzo Biochem is a manufacturer of diagnostic dna probe technology: enzo.com AlJEB-10/31/2000
29How about GZTC? CRO (Primedica) generates bulk of revenues and generated a smalExtra Pale-10/31/2000
28I don't spend as much time in this area as I would like, but I have modest pkeokalani'nui-10/31/2000
27Wasn't suggesting that they be in the portfolio, just that it fit the watch scaram(o)uche-10/31/2000
26Not exactly cheap on revenues of $5m in the last quarter, and a $300m plus cap, nigel bates-10/31/2000
25>> whether you want the genomics-plays like GNSL in the mix. << larscaram(o)uche-10/31/2000
24FWIW, here's what I currently own (in order by size of holding) that could bBiomaven-10/31/2000
23MS... that's why I'm in MDZ. Modestly. Protana.scaram(o)uche-10/31/2000
22Rick, >>The original concept in T/FIF was to identify companies with heretuck-10/31/2000
21>> I repeat my request for discussion regarding which trickle businesses ascaram(o)uche-10/31/2000
20So I went to the SI home page to look at the market commentary column. And fountuck-10/31/2000
19Richard, >>What are earnings? I've seen some people talk about them tuck-10/31/2000
18nigel, >>Might PCOP make your list ? They're certainly not expensive tuck-10/31/2000
17>> Does MDS' CRO business represent a significant chunk of it's sascaram(o)uche-10/31/2000
16Tuck, Might PCOP make your list ? They're certainly not expensive at the monigel bates-10/31/2000
15Rick, Does MDS' CRO business represent a significant chunk of it's saletuck-10/31/2000
14>> QTRN as the CRO of choice << I don't follow CROs, so take thscaram(o)uche-10/31/2000
13Peter, Thanks for expanding on the trickle down philosophy. I remember thinkintuck-10/31/2000
12Tuck, The trickle-down argument goes something like this: 1. The biotechs are Biomaven-10/31/2000
11Now that I think I understand what you're looking for, I would suggest addinRMP-10/31/2000
10Tuck, I would be very keen indeed on PBSC under $10. Apart from anything else,Inigel bates-10/31/2000
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