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

To: Rocketman who wrote (1854)	12/12/2001 10:34:21 AM
From: nigel bates	Read Replies (1) \| Respond to of 3202

Re: INCY getting acquired. The only way IMO that this can happen is by an non-Pharma company doing it - like a big information company. If any one of the pharmas acquired INCY, you can expect a huge amount problems and loss of customers just due to paranoia alone. INCY has the ability to know what their each and every one of their clients is interested in - info that just cannot be risked being shared with competition... It would be an interesting strategic move for a pharma that was both cynical and imaginative enough. The downside for them would only be a couple of hundred million a year in revenue. FWIW, I thought MNLNM might have had a pop at them - before their recent move. In the meantime, I'm holding my long term shares, hoping they stay independent, and looking for a lot more of this sort of stuff - PALO ALTO, Calif.--(BUSINESS WIRE)--Dec. 12, 2001--Agilent Technologies Inc. (NYSE:A - news) today announced the release of its Mouse cDNA Microarray Kit (G4104A), featuring sequence-verified cDNA clones from Incyte Genomics. This microarray is the third in a series of genome-screening kits that provide researchers with consistent genomic information to discover new drugs and diagnose diseases. The Agilent Mouse cDNA Microarray Kit gives researchers the ability to conduct large-scale, differential gene expression screens on over 8,500 mouse genes in a single microarray experiment. The two-color labeling format allows researchers to conduct simultaneous, differential gene expression analysis on both ``test'' and ``control'' samples in a single microarray experiment. This reduces the variation inherent with traditional single-color systems that require two separate microarray labeling and hybridization steps and subsequent analyses. Furthermore, all Agilent cDNA microarrays are packaged in a convenient ``off-the-shelf'' kit format featuring four microarrays, hybridization buffer, protocol and CD that includes a complete listing of features that are present and hybridizable on the microarrays. ``Many pharmaceutical and biotech companies have invested in knock-out mice and other mouse models to study human disease and develop drug targets,'' said Barney Saunders, vice president and general manager, Agilent BioResearch Solutions. ``Our new Mouse cDNA Microarray Kit with high-quality Incyte content will help ensure that their research investment is protected by providing them with the mouse cDNA microarray data they need to make more informed research decisions.'' Agilent's previously announced Human 1 cDNA and Human 2 cDNA Microarray Kits also feature Incyte Genomics gene content. All three kits feature microarrays that are precision printed using Agilent SurePrint technology. Agilent microarrays are printed on standard 1`` x 3'' glass slides, which can be scanned using Agilent's 48-slide DNA Microarray Scanner (G2565AA) or other available scanners. Availability The Agilent Mouse cDNA Microarray Kit (G4104A) is available now for commercial release in the United States, Canada, Japan and Europe. Further information is available by contacting a local Agilent sales representative, by e-mailing Agilent at dna_microarrays@agilent.com, or by visiting Agilent's Web site at www.agilent.com/chem/dna. ...

To: Rocketman who wrote (1854)	12/21/2001 3:14:17 AM
From: jonathan romanowsky	Read Replies (1) \| Respond to of 3202

Rocketman, Great insight (as always). I've seen it time and time again- A company reaches a plateau and then tries everything to find some other way to grow... the problem is that at this point, they have, in most cases, negative competitive advantage to do so (the core business is a distraction while other single-minded companies are truly focused). After a bunch of years of trying new things, they actually end up either dying because others have done their core business better (due to the distraction) or they continue along being a low P/E, dividend yielding business (nothing wrong with that except that management and investors were in it to hit home runs not singles). Since you know the company well, is this your read? How do you think it will end. Your idea of having them sell for equity access to their db is interesting. That is the only thing I see them able to do with their core technology to potentially access higher growth opportunities. Do you think that they would consider this? Would Incyte discriminate who they deal with? I'd like to be part of the consulting firm helping them pick the winners from the losers!