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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (2511)	1/8/2001 11:51:54 PM
From: Biomaven	Read Replies (3) \| Respond to of 52153

The key point to remember about INCY is that its (low-level) royalties are based on contractual arrangements with its subscribers, not on patents. They are after a 1% or 2% royalty on a huge slice of the new drug market, and are not particularly vulnerable to end-runs around patents. Athersys does sound interesting, but I don't know much about it. Peter (Is it safe to come out yet? <g>)

To: tom pope who wrote (2511)	1/9/2001 9:34:30 AM
From: scaram(o)uche	Read Replies (3) \| Respond to of 52153

Tom: INCY touched on this issue yesterday. They claim that some partners facilitate their patent applications, as they are aware that INCY is interested in a reasonable, low single digit royalty. Protection at reasonable cost. Party line, in any event. Sounds like sound policy to me. My read on the "mood" at the meeting yesterday.... upbeat, despite the beating. Read on the INCY presentation..... building an infrastructure that will provide for hidden gems, decades to come. Stayed out late last night, don't have time to summarize presentations. I hit largely private companies. Only INCY and NBIX among publics. NBIX presentation was excellent, IMO. Levinson, Keynote, was brilliant.