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Biotech / Medical
Trickle Portfolio
An SI Board Since October 2000
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Emcee:  tuck Type:  Unmoderated
Introduction Compact
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59tuck, Yes GNSL looks like a reasonable play at these levels. Lockup expiration Biomaven-11/3/2000
58One can put together a portfolio and learn from it. One can put together a portscaram(o)uche-11/3/2000
57Peter, It appears to me that GNSL qualifies as a trickle play under Rick's tuck-11/3/2000
56MDCC will need to digest the immature LJL business. IMO, investor interest willscaram(o)uche-11/3/2000
55Rick, You follow MDCC (Molecular Devices), right? I was attempting to slap a Ptuck-11/3/2000
54Adding to the list - how about Charles River Labs (CRL)? They make lab mice andhm-11/2/2000
53<i>Looking for a small pullback to enter</i> Did you find one (g) ?nigel bates-11/2/2000
52Hi Tuck, Great thread. I can't believe I've been so busy I didn't Dr. Voodoo-11/2/2000
51Nigel, I must say that, despite this morning's deserved pop, PCOP remains otuck-11/2/2000
50Nov. 1 /PRNewswire/ -- Pharmacopeia, Inc. (Nasdaq: PCOP - news) today announced nigel bates-11/2/2000
49Peter, >>I guess my view is that you should stick with "paradigmatictuck-11/1/2000
48Is Dionex (DNEX) trickle? Something very wrong with it, even has a P/E -g- AndPseudo Biologist-11/1/2000
47tuck, I guess my view is that you should stick with "paradigmatic" trBiomaven-11/1/2000
46Further Re ILXO. Campath will be reviewed at the 12/14 ODAC and will be the subkeokalani'nui-11/1/2000
45Concerning IGEN and other special situations in the trickle category: should thetuck-11/1/2000
44<IGEN> Maybe wait for the usual weakness <i>after</i> the earBiomaven-11/1/2000
43Peter, Thanks. Note the presence of GZTC in the watch list. IGEN selling off tuck-11/1/2000
42tuck, No, the CRO business is not a significant driver of ILXO. The key near teBiomaven-11/1/2000
41Peter, I've just started looking at ILXO. They just announced results todatuck-11/1/2000
40<IVGN> <i>Shareholder equity is only $200M</i> That's a Biomaven-11/1/2000
39Peter & Rick, Everything about the chart makes IVGN look toppy here. silictuck-11/1/2000
38Some here know my background. For a couple of years, I was V.P. Product Developscaram(o)uche-11/1/2000
37Here are the IVGN results: biz.yahoo.com Hard to disentangle stuff because of Biomaven-11/1/2000
36Would CEREP fit ? cerep.fr Olivierolivier benrubi-11/1/2000
35Everybody, Thanks for your contributions. Virtually all of them have been addetuck-11/1/2000
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