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Biotech / Medical : Biotech Valuation
CRSP 55.06-2.9%Dec 26 3:59 PM EST

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To: LLCF who wrote (377)9/9/1999 2:50:00 PM
From: David Bogdanoff  Read Replies (1) of 52153
 
DAK;

The big difference between the two companies is that AFFX makes and sells proprietory chips for massive dna analysis. INCY does not do this; it sells "libraries" which the customer subscribes to. Both companies sell software to analyze genomic data. Linking raw genomic data to a disease and/or a treatment/cure/drug lead is a big task.

David
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