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

To: LJM who wrote (8156)	8/11/2000 6:12:29 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

LJM, yes I still like INCY. While their database revs from big pharma may have peaked they have a wealth of other data base products, a fast growing reagent business (clones), the most powerful bioinformatics capability in the industry and a treasusre trove of intellectual property. For reasons I do not fully understand or agree with INCY is currently out of favor but, IMO it is a core holding in any biotech portfolio. By the way a great combination would be INCY and AFFY. The combo of INCY's clones to spot on AFFX's arrays would be a powerful combination. I hope the execs at both companies can get their egos in check and make this dream combo work. V1