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

To: SnowShredder who wrote (4341)	3/13/1998 12:54:00 AM
From: Rocketman	Read Replies (1) \| Respond to of 9719

Thanks for the post Where'd! Gee, they seemed to have forgotten about the royalties that will be due on all the stuff the pharmas are developing with the INCY data. Also they kind of ignore the rest of the stuff with DNA besides humans, like plants, microbes, ag animals, and research animals. People have been saying that INCY's model wouldn't work since it was conceived and their will always be naysayers. Hell, their is still a Flat Earth Society that is adamant. Also, this person is biologically clueless, as INCY is sequencing the expressed genome, not just mapping it, although they do have a mapping project too. Plus, they keep buying pieces or whole companies that do cool things with other potential like Synteni and Combion, who will be doing DNA arrays. And they have the DiaDexus diagnostics JV with Smith Kline (HGSI's original benefactor). Also, versus the vast majority of biotechs with negative PEs, INCY's looks a hell of a lot better being in positive numbers. A biased Rman PS: you should probably credit the source you are getting this from.