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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Cytokine1 who wrote (3943)	1/15/1998 2:19:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

More from HQ INCYTE Rocket should give the detailed report since he made the breakout session. I got there late and it was so crowded I couldn't get in the room. Of all the presentaitons I went to INCY was the best attended. This company is on a roll. The run rate in the 4th q now exceeds $100m and they made 17c per share. They est $140m rev next year and about 75cents EPS. It is rare in this day and age of lawsuits for a company to present projections. it is a tribute to INCY and their confidence at their rev stream that they announced their estimates at a conference instead of playing a cat and mouse game with analysts. Frankly from what I hear I think the numbers will be in the 10-20% higher range. They are going o expand their sales of database products to biotechs and have created an number of new databae products. they are also excited about their purchace of Synteni although they did not comment in the main session on the litigation with AFFX. This company is a WINNER. they can talk the talk and walk the walk. My prediction is that the stock will split again this year. V1