Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Larry Liebman who wrote (4148)	6/17/2001 11:18:09 AM
From: Biomaven	Respond to of 52153

<<INCY>> Larry, I tend to agree with you. INCY is cheap, but it now looks destined to stay that way until we get a catalyst - some INCY-based drugs moving into the clinic, or better still getting approved. Because the pharma that licensed the INCY data are virtually all small-molecule types, the lag from target identification to a drug entering the clinic is likely to be something like eight years. So there might still be some time here before a move. Ultimately I continue to believe they will do well, but the market's time horizon has tightened. (I still own a little INCY, but quite a bit less than HGSI). Peter