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

To: scaram(o)uche who wrote (4878)	5/12/1998 1:54:00 PM
From: Rocketman	Respond to of 9719

Check out my latest rant on the INCY thread: Message 4424900 Rman

To: scaram(o)uche who wrote (4878)	5/12/1998 2:08:00 PM
From: Rocketman	Respond to of 9719

Rick: Given that Pfizer was the first to sign up back in '93 and given that drug devo usually takes 10-15 years, I would expect in the 2003-2008 time frame that revenues should pick up. At the annual meeting last year, after the usual forward looking statement qualifications, Roy Whitfield projected that fully 1/3 of Pharmaceutical products introduced to market between 2005 and 2010 will be paying royalties to INCY. Now, while prognosticating the future isn't a science (except for the Psychic Friend's Network et. al.), I can think of no public predictions/statements of this nature that Roy has missed on yet. The guy has a hard and fast rule about not creating expectations that you cannot fulfill or better yet surpass. Cute link. Should we be buying stock in Ortho Pharma (who owns them J&J???) to take advantage of increased sales of K-Y Jelly too? Already a big seller in the Bay Area........ I've got a copy of some articles from the May issue of Discover where Venter is ranting about investors. This is a banner quote that spreads across two pages: "I would have my institute, and the investors promised they would file patents only on a limited number of genes. Later I learned that investors lie." Haven't read the article yet though, it looks pretty entertaining. Later, Dave PS: when's beers?

To: scaram(o)uche who wrote (4878)	5/12/1998 2:25:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

RESEARCH ALERT - Vector upgrades Incyte Tuesday May 12, 12:38 pm Eastern Time <<<<<<<<< CHICAGO, May 12 - Vector Securities International on Tuesday upgraded to buy from attractive its rating for Incyte Pharmaceuticals Inc. based on strong fundamentals and a weak stock price. The share price of Incyte had fallen earlier today on competitive concerns after a report that Perkin-Elmer Corp. (PKN - news) was entering a venture to accelerate a project to fully map human DNA, Vector said in a research note. Incyte is a biotech company that designs and markets genomic database products for use in drug development. Incyte stock was trading up 1-12/16 to 35-1/16. >>>>>>>>>> See, they read the VD thread too @;-> Rman