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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: nigel bates who wrote (8013)6/12/2000 8:17:00 AM
From: Robert K.  Respond to of 9719
 
Another key difference is incy has approx 400 patents and about 7000 pending, whereas glgc has 1 patent, although that may change as business progesses. Application to granting is usually 2 years or more. Glgc is much younger.
The affy/merck deal today looks like merck wants stuff in house. I am not so sure that is smart. Great for affx though. And affy needs to look over its shoulder for PEB.