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

To: JF Quinnelly who wrote (1314)	1/16/2000 10:12:00 PM
From: Lighthouse	Read Replies (1) \| Respond to of 3202

Have not read anything about the ongoing consolidation in the "Big Pharma" sector and how that impacts INCY. When GLX/ and SmithKlein join forces, WLA & PFE (probably) AHP and someone, that eliminates one company from the database agreement. Does it hike the revenue per "surviving" entity? Is their a reset or change of control provision in the agreement that envisions this happening? Is their an accelerated or pro rated revenue number for the company being acquired? I believe the royalty work will be unaffected, but the nearterm database revenues may be impacted simply becasue there are fewer companies. Also the surviving pharma companies get bigger (I doubt they get beter), their negotiating leverage gets better. Interesting times. Anyone have any thoughts on this one? Cheers,