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

To: rkrw who wrote (1212)10/5/1999 9:44:00 PM
From: scaram(o)uche  Read Replies (2) | Respond to of 3202
 
Yeah. But, this one is a bit different.... the ABGX trickle down has to be substantially better than this one (and probably more visible, damn it!), as you know.

Don't mention ABGX. It hurts, as I missed it too.

Was it you asking yesterday, when does the INCY business plan diversify?

Don't own INCY, so back to lurking.......



To: rkrw who wrote (1212)10/5/1999 10:45:00 PM
From: Gary L. Kepler  Read Replies (1) | Respond to of 3202
 
I always viewed MLNM as a competitor. Doesn't this agreement allow MLNM to more rapidly find targets for Bayer and perhaps others for big milestone payments? It is hard to see where INCY is going to get significant future revenue growth if they don't prevail against AFFX or switch to drug discovery. I do not find today's news encouraging at all.


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