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

To: software salesperson who wrote (1673)	2/1/2001 8:58:08 PM
From: software salesperson	Respond to of 3202

(i) expects breakeven for 2001 sorry for the confusion. kevin tang made this point in reference to trying to isolate a more meaningful number after adjusting for the investment spending,i believe. clearly not breakeven in 2001 otherwise. sales

To: software salesperson who wrote (1673)	2/1/2001 9:23:31 PM
From: smh	Read Replies (1) \| Respond to of 3202

<(i) “ catalyze our internal disease pathway discovery and therapeutic drug research programs”- - say what?? , i.e. more aggressively focus on leveraging their proprietary data in target discovery/ validation and disease markers through a greater number of alliances; specifically mentioned a deal with an antibody company (ii) a few partners have told them to expect that they may be entering clinical trials in 2001, triggering royalty payments> These two points in particular seem very encouraging. They said the discovery/validation programs are nothing new, but are beginning to emphasize them in anticipation of being able to report results. We will have to see if the anything actually gets to the clinic this year, but multiple possibilities in the wings for 2001 certainly exceeds my expectations. Can anyone venture a guess as to the milestone $ amount INCY would see upon trial initiations? Also mentioned was the expectation of the repurchase of convertible notes in 2001. They see this as an attractive investment. SMH