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


To: Steven Rachbach who wrote (1428)4/21/2000 10:36:00 AM
From: smh  Read Replies (2) | Respond to of 3202
 
Jeez...just saw a CNBC segment on BT

Out of the mouth of Eric Schmidt, biotech analyst, SG Cowen, referring to CRA;

"...they can do what no one else can do - sequence the human genome."

And then a couple of minutes later he points out that the valuable IP in genomics resides in its application.

AND THEN when asked about INCY he literally calls it a loser, long and short term ...CRA will be the winner!

Immediatly thereafter Rachel Leheny, Lehman analyst, was asked for her opinion of INCY. She stated that INCY has been and is the leader in genomics sequencing/data...and has a very bright future. This is the sharpest contradiction of one analyst by another, sitting on the same panel, I have ever seen.

SMH

Oh! almost forgot. Guess what Eric's favorite BT stock is...no...not CRA...

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PE Biosystems