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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: pam3001 who wrote (11830)	12/7/1999 12:16:00 PM
From: Raymond Clutts	Respond to of 54805

Pam I am very delayed in reading the G&K board and so my late response is not meant as neglect. I started the Celera board here on SI but I am not as convinced of its technological dominance as you seem to be. In my estimate this is like the Oklahoma land rush with legal ownership of the human genome accorded to whomever got there firstest. Incyte has a long lead in that respect with a patent filing process seemingly attached to its gene slicers as the last step in its investigation. With what now appears to be four separate entities engaged in patenting different pieces of the human genome, I suspect that the first in time first in right case law is about to see a lot of expensive development in the next few years. You may find instructive posts by David Kincaid and Rocketman on these topics among those on the INCY board and they are all much better informed than my own perspective. You may or may not end up advocating INCY as the industry leader but that board's dialogue is a wonderful primer on the most relevant evaluations of these companies prospects.