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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: biao luo who wrote (3793)	12/28/1997 5:11:00 AM
From: lwd	Read Replies (1) of 9719

Very interesting. Thank you for sharing the Lehman analysis. I own both INCY and AFFX shares. Although I like the acquisition of Synteni for INCY, I have been wondering about negative implications for AFFX in terms of competition. AFFX's stock closed down at 29.75 on Friday. I welcome anyone's thoughts on Incyte's acquisition and its effect on AFFX. Rocketman? Vector 1? Boyce?

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