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Biotech / Medical : Incyte (INCY) -- Ignore unavailable to you. Want to Upgrade?

To: RCMac who wrote (1061)	6/30/1999 12:16:00 PM
From: LLCF	Respond to of 3202

INCY extends database partnership with ASTRAZENECA- story to follow. DAK

To: RCMac who wrote (1061)	6/30/1999 12:25:00 PM
From: LLCF	Respond to of 3202

And here it is: biz.yahoo.com biz.yahoo.com Nice move in the stock... now I'll read it :) DAK

To: RCMac who wrote (1061)	6/30/1999 1:06:00 PM
From: LLCF	Respond to of 3202

<New INCY proteomics database program announced> New roadmap... get on board Senetor Pharma. DAK

To: RCMac who wrote (1061)	7/14/1999 4:09:00 PM
From: LLCF	Respond to of 3202

There are the INCY earnings... maybe THAT's why this thing was all over the place today: loss of 26 cents vs net of 18 cents... Good let's get that out of the way... couple more of these and we'll be through with it. DAK

To: RCMac who wrote (1061)	7/14/1999 11:02:00 PM
From: LLCF	Read Replies (2) \| Respond to of 3202

INCY reports earnings... renewal and expansion of deal with Genentech, and expansion of it's services: biz.yahoo.com biz.yahoo.com biz.yahoo.com God I love this part from the announcement of inclusion of the Genome project into their Lifeseque Gold database: "We expect LifeSeq Gold to become to the scientific community what 'Bloomberg®' information represents to the financial community -- a never-ending source of new and updated information geared to the end user.'' I've never seen a more obvious case of who the 300 lb. Gorilla is in this business. Now if wall street would decide that they can make a living doing this instead of drug discovery.......... we'd be somewhere. I don't see how anyone including the Genome project is going to have the revenues to continue cranking away on the better roadmap, and as long as the price is reasonable it makes no sense for big pharma to do it inhouse. I guess it's a matter of: 1.) How many deals can they have going at once? 2.) What's the price elasticity? And does the elasticity change as the roadmap gets better? In other words I would think at some point this thing is just too damn expensive for anyone to chase, and prices could start increasing. Comments? DAK