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

To: Larry Liebman who wrote (1097)	7/31/1999 10:42:00 AM
From: LLCF	Respond to of 3202

And the "unpleasantries" with AFFX are coming to a head soon... Aug. 9th supposed revisit [see INCY CC notes].. chance AFFX get's blown out of the water. Chance they settle beforehand? Also, INCY should have quite a few press releases this fall regarding the role out of new databases, to say nothing of the "chip" alliances that will be announced if the AFFX thing is cleared up. Do you think I'm long this thing? -g- DAK

To: Larry Liebman who wrote (1097)	8/1/1999 7:08:00 PM
From: JF Quinnelly	Read Replies (1) \| Respond to of 3202

What will drive the stock will be pharma anticipation/announcements regarding "INCY" molecules hitting the pipeline. You're not kidding. And it only takes one.

To: Larry Liebman who wrote (1097)	8/9/1999 9:33:00 AM
From: LLCF	Read Replies (2) \| Respond to of 3202

Sounds a little like "Moores Law"... from INCY's press release of expanded agreement with RP: ''The need for genomic data management tools is growing exponentially with the amount of genomic data being generated,'' said Roy A. Whitfield, Chief Executive Officer of Incyte." I like the sound of this. I wonder if these expansions were already in the companies revenue estimates for the year. I'm assuming they were, but seems like a chance for a positive surprise. DAK