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Biotech / Medical : Incyte (INCY)
INCY 99.48-1.6%12:51 PM EST
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To: LLCF who wrote (1316)1/21/2000 1:51:00 PM
From: Lighthouse  Read Replies (2) of 3202
 
Remarkable how much kudos CRA and Venter get. They do have a fast technique, but they

1) Started 4 years to late
2) Non confimation of technique. INCY says the shot gun technique has up to 30% error rate in sequencing.
3) Have not moved up the food chain into gene expression, and SNP work. (INCY has done a good job here).

Frankly I am startled by the market cap that CRA commands. As I posted before I would not use CRA's market cap as a relative benchmark for valuing INCY.

Cheers,

P.S. We are now near 25 times this year's revenue number. Alex Brown has an EPS estimate of $.81 per share in 2003. Does anybody else remember the time value of money?
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