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Posted this on another board, with no response.

If I wanted to create a portfolio exlusively in Bio, and I wanted that portfolio to be diversified across Bio what would it look like? My preliminary thoughts:


Pick and Shovel (sorry, but my brain is mush right now, and I cannot think of the proper name for this type of company within Bio -- the companies that make the chips and probes and stuff)

Bio Drug manufacturers

Have I missed some categories that I should consider?
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