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


To: smh who wrote (1751)4/29/2001 5:12:24 PM
From: CYBERKEN  Read Replies (1) | Respond to of 3202
 
Yes, interesting. Regarding:

<<In their gene expression business, Incyte has been somewhat disappointed with the slow pace. Not so much with competition with Gene Logic, but with the unwillingness of major pharma to do multi-year vs. single year deals and with the slow rollout of new microarray technologies.>>

I think you see a lot more pressure to lock up multi-year deals as the potential clients see their competitors rolling products created with Incyte's help into the clinic. When the Street starts hearing about products entering the clinic, they will, IMO, begin to devote much more "quality time" to looking into INCY...