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

To: scaram(o)uche who wrote (1213)	10/5/1999 10:14:00 PM
From: Michael Burry	Respond to of 3202

Wow, hadn't looked at INCY in a while. What a trip the shareholders have been on! The stock is in technical no-man's land with tax-loss selling looming and a years-off earnings stream. And it appears that the insiders really knew it was coming: biz.yahoo.com The selling was fast and furious and complete. They couldn't get their SEC forms in fast enough when it was running up. This tells me that no matter what we know about the science and the marketing, the insiders know more, and are happy to trade on it. The time to buy will be when they buy back in. Good investing, Mike

To: scaram(o)uche who wrote (1213)	10/6/1999 1:03:00 AM
From: rkrw	Read Replies (1) \| 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.>> Agree entirely, Rick. Not only that but their deals for the most part are for humanizing antibodies that are already in hand as opposed to sequences where an actual drug candidate may be years away. <<Was it you asking yesterday, when does the INCY business plan diversify?>> Yup. <<Don't own INCY, so back to lurking.......>> Same.