With all the money that has poured into biotech companies in the past year, it is reasonable to expect that suppliers to biotechs should benefit via a trickle down effect. Hence the name. Since there are many types of suppliers, I'd like to get some consensus as to who the top players are in their segments that are not too richly valued. How broadly to define "biotech supplier"/trickle down beneficiary is a toughie. Does one include chip and bioinformatics companies, etc.? In the interest of diversification, I'm voting for broadly, but good logic could convince me to go for narrow.
I intend to enlist the support of the hotter biotech portfolio managers here on SI and the folks who make their threads successful. I will have a portfolio assembled through discussion. Also a watch list of candidates we like but are a bit overvalued.
Discussion should initially be of companies for the watch list and portfolio. You folks know the difference between a reasoned and well presented rationale for a candidate company's inclusion, and spam, I trust.
I'm starting with a few names to get the ball rolling, though not suggesting they should be anywhere but on the watch list, if even there.
Here's the watch list link:
siliconinvestor.com
Grandson of the Munch thread? You decide. In any case, run by a biotoddler who needs all the help he can get to be a biotechie when he grows up. With SI's biotech aces spread thin, I gave myself the job.
Cheers, Tuck |
