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Biotech / Medical : Incyte (INCY)

INCY 104.09

-1.2%

Nov 14 3:59 PM EST

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To: nigel bates who wrote (1830)	10/25/2001 9:27:30 AM
From: Lighthouse	Read Replies (3) of 3202

Lots of moving parts in this release: siliconinvestor.com Should make for some better questions on the conference call today. Getting out of microarrays (except for royalty agrements with others), public domain clones, transgenics, contract sequencing, and internal SNP work makes sense to me. No dominant positions, no near term profits, no long term revenue streams generated and management time and expense to supervise. Focus is clearly on partnerships (Medarex) and IP. To me it looks like INCY is trimming down in order to spend more on the Medarex type deals. Will they cut a deal with ABGX as well or stick solely to MEDX? How many more DNA licensing agreements are in the wings? Cheers,

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