Incyte (INCY) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Incyte (INCY)

INCY 105.64

+0.1%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vector1 who wrote (1425)	4/20/2000 12:17:00 AM
From: software salesperson	Read Replies (2) of 3202

4/19/00 conference call notes 1. financial guidance revenues: remains the same 190-199 MM 12/00 guidance loss: roughly the same high 20?s-low 30?s MM has 692 MM cash 3/31/00 incy sold some portion of diadexus investment,realizing profit and now owns < 20 % will be increasing investment in internet strategy non-database business growing rapidly 2. marketing- - broadening of customer base (i) new products- - snp database to lilly and abbott (ii) new markets- - biotech (biogen,corixa,vertex) (iii) only database with both protein and gene expression data (iv) all products online by end of year 2000 (v) have beta tested prices for academia (vi) has worked with academia to design system rather than developing product in search of need 3. pr/marketing (i) emphasized that jnj cut development time in « through use of incy data for 1 product candidate (ii) emphasized that « of astra/zeneca?s pipeline came from incy data 4. ip (i) has 415 full length gene patents (ii) all of their patents have strong biological support for patent application(implicit shot at cra) (iii) strong ip in database technology and computer systems- - 4 issued/11 pending 5. response to questions (i) marketing strategy is ?genes everywhere?- - have different price points/models for different market segments (ii) will be expanding sales force (iii) gene by gene licensing (iv) web ?enabled version of lifeseq for academia (v) affx lawsuit update- - delay til 7/10/00 6. impressions- - very strong ip position. Not in the least bit concerned. Incy clearly believes that ip in database has been ignored and talked about an integrated ip strategy across the enterprise. Good marketing strategy which will explode within 12-18 months after everything is online. Expect additional pr blitz on benefits of incy data a la jnj , as well as to distinguish from cra/human genome controversy. sales

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next