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Biotech / Medical : Biotech Valuation
CRSP 55.52-8.7%Jan 23 9:30 AM EST

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To: enervestor who wrote (580)1/25/2000 3:01:00 PM
From: Biomaven  Read Replies (1) of 52153
 
At this point it is very hard to sort out who really has the significant IP in the genome. INCY, HGSI and CRA each claim to have most everything, and they are clearly not all right. INCY, and to a lesser extent HGSI, have had pharmas banging away at their data for a while, and they have contractual agreements with these pharmas that may well turn out to be more significant than their patent claims.

In general, you'll find a generally pro-INCY perspective on SI, perhaps partially due to Rocketman and the VD thread. People generally dislike HGSI, partly because of the hype, and (misguidedly at least in retrospect) have avoided CRA altogether. Everyone here loves MLNM, of course. <g>

Peter
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