Rman, I think you may have discussed this before, but who's on INCY's hitlist to sign up for LifeSeq? And more to the point, any opinion on any of those guys as INCY prospects?
From the website (I know this has been posted before. btw, they're a little behind on updating the site. Bayer hasn't made it on here):
"Incyte markets its genomic products and services to pharmaceutical,
biotechnology, and agricultural companies worldwide. Our current
partners include:
ÿ
Abbott Laboratories
Amgen
ARIAD Pharmaceuticals, Inc.
BASF AG
Boehringer Ingelheim
Bristol-Myers Squibb Company
Eli Lilly and Company
F. Hoffmann-La Roche Ltd.
Genentech, Inc.
Glaxo Wellcome plc
Hoechst Marion Roussel, Inc.
Hoffmann-La Roche, Inc.
Johnson & Johnson
Monsanto Company
Novartis
NV Organon
Pfizer, Inc.
Pharmacia & Upjohn, Inc.
Rh“ne-Poulenc S.A.
Schering AG
SmithKline Beecham
Vysis, Inc.
Zeneca Ltd.
ZymoGenetics, Inc."
Obvious companies missing are AHP, du Pont, MRK, Schering-Plough, Warner-Lambert and most of the larger biotechs (CHIR, CNTO, BCHE, BGEN, GENZ, IMNX). Add the delivery folks who are also doing therapeutic development (Elan, Alza), and some of the European guys (Ares Serono, Astra, Novo, Sanofi ... can't think of who else, but I'm sure there are other major players).
I'm not sure how I'd class Allergan and Baxter as prospects, but they each do some pharma research. There's also the Japanese companies, although the Japanese pharma industry is a black box to me. Then there's other agbio folks.
So, for example, what do you know about MRK? Would the WashU deal void the need to deal with INCY, as far as MRK is concerned? Etc, for the other companies.
Peter |
