Incyte (INCY) Message Board

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Biotech / Medical : Incyte (INCY)

INCY 105.35

-2.7%

3:02 PM EST

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To: LLCF who wrote (1676)	2/4/2001 12:47:44 AM
From: Nikole Wollerstein	Read Replies (3) of 3202

Since INCY sell itself as service company It is interesting to compare INCY valuation with another service companies. For example ABM offer janitorial and other services to Companies including pharmaceuticals. It is trading at x 0.4 of sales and INCY is trading at x9 time sales. of course ABM profitable and pay dividend. Rather ridiculous comparison It imply that as a service company INCY should be: $Cash-$Debt+$2/share. I think cash is 10 debt is 3 so we have $9/share for INCY. than most of the value of INCY is future royalties. But they will be start kicking in 5 years or later. (At least I do not know about any drugs that originated from INCY databases entering trials this year) How should we evaluate income that will probably come in 5 years?

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