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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1469)	4/24/1999 9:12:00 PM
From: Gary L. Kepler	Read Replies (1) of 54805

Could Incyte Pharmaceutical be a future gorilla? They are working their way thru the human genome and patenting everything as they go. Most of the big drug companies are renewing multi-million $ contracts to screen drug candidates thru the INCY database. (So INCY is in some respects a software/database company that specializes in biotech.) As the major drug companies complete their trials and bring their candidates to market, they will have to pay INCY royalties of 3-5%. Currently, INCYs price is depressed by a lawsuit filed by Affymetrix. Knowledgable people here on SI feel that INCY will prevail. The royalties should begin to flow about 2005. INCY used to be profitable from the screening fees. This past year they stepped up their efforts to complete screening by the end of this year wiping out current year profitability. Competitors are Human Genome Science, Genset from France and a spinoff from Perkin-Elmer that gets all the glory but is very late to the scene. Does this story sound somewhat similar to QCOM and might there be a big opportunity here? An undiscovered gem? Your thoughts please. Thanks

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