Biotechnology: The Patenting of DNA Message Board

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Biotech / Medical : Biotechnology: The Patenting of DNA

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To: Mike McFarland who wrote (28)	7/15/1999 1:40:00 PM
From: LLCF	Read Replies (1) of 37

Mike, I know from the "Gorilla" thread that you also follow AFFX... I am in the process of doing some serious research in INCY and think it would behoove us to communicate here. I think these companies may actually be much easier for us to research [ie. understand] than more biological based companies, and therefore add real value to our biotech friends here on the threads. I am very intrigued with the idea of overlaying the tech business plans of the high-tech world to the bio area... I believe this area is underwatched and misunderstood by wall street [although tough to argue that with AFFX with the move lately... are we becoming discovered?]. I have just listened to and recorded INCY's conference call and will be posting a summation. I also believe that INCY [and perhaps AFFX] should be on the "Tornado watch" list of companies that may end up with a dominant position in a nice size, and rapidly growing market. I'm am just beginning to put together an arguement for the thread, so it'll be a while, but perhaps you could follow AFFX??? DAK

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