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Biotech / Medical : Incyte (INCY)

INCY 106.00

+0.8%

Nov 7 9:30 AM EST

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To: Rocketman who wrote (1854)	12/21/2001 3:14:17 AM
From: jonathan romanowsky	Read Replies (1) of 3202

Rocketman, Great insight (as always). I've seen it time and time again- A company reaches a plateau and then tries everything to find some other way to grow... the problem is that at this point, they have, in most cases, negative competitive advantage to do so (the core business is a distraction while other single-minded companies are truly focused). After a bunch of years of trying new things, they actually end up either dying because others have done their core business better (due to the distraction) or they continue along being a low P/E, dividend yielding business (nothing wrong with that except that management and investors were in it to hit home runs not singles). Since you know the company well, is this your read? How do you think it will end. Your idea of having them sell for equity access to their db is interesting. That is the only thing I see them able to do with their core technology to potentially access higher growth opportunities. Do you think that they would consider this? Would Incyte discriminate who they deal with? I'd like to be part of the consulting firm helping them pick the winners from the losers!

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