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: Rocketman who wrote (5010)	5/29/1998 4:30:00 PM
From: scaram(o)uche	Respond to of 9719

Rachel Leheny is at Dillon Read??????????

To: Rocketman who wrote (5010)	5/29/1998 5:00:00 PM
From: Peter Singleton	Read Replies (2) \| Respond to of 9719

Rman, I don't know what got into me. I posted the below on the INCY thread a few days ago ... I forgot all the best discussion on INCY happens here : ) What do you know about INCY's sales efforts with the companies they haven't signed yet? from a few days ago: Rman, I think you may have discussed this before, but who's on INCY's hitlist to sign up for LifeSeq? And more to the point, any opinion on any of those guys as INCY prospects? From the website (I know this has been posted before. btw, they're a little behind on updating the site. Bayer hasn't made it on here): "Incyte markets its genomic products and services to pharmaceutical, biotechnology, and agricultural companies worldwide. Our current partners include: ÿ Abbott Laboratories Amgen ARIAD Pharmaceuticals, Inc. BASF AG Boehringer Ingelheim Bristol-Myers Squibb Company Eli Lilly and Company F. Hoffmann-La Roche Ltd. Genentech, Inc. Glaxo Wellcome plc Hoechst Marion Roussel, Inc. Hoffmann-La Roche, Inc. Johnson & Johnson Monsanto Company Novartis NV Organon Pfizer, Inc. Pharmacia & Upjohn, Inc. Rh“ne-Poulenc S.A. Schering AG SmithKline Beecham Vysis, Inc. Zeneca Ltd. ZymoGenetics, Inc." Obvious companies missing are AHP, du Pont, MRK, Schering-Plough, Warner-Lambert and most of the larger biotechs (CHIR, CNTO, BCHE, BGEN, GENZ, IMNX). Add the delivery folks who are also doing therapeutic development (Elan, Alza), and some of the European guys (Ares Serono, Astra, Novo, Sanofi ... can't think of who else, but I'm sure there are other major players). I'm not sure how I'd class Allergan and Baxter as prospects, but they each do some pharma research. There's also the Japanese companies, although the Japanese pharma industry is a black box to me. Then there's other agbio folks. So, for example, what do you know about MRK? Would the WashU deal void the need to deal with INCY, as far as MRK is concerned? Etc, for the other companies. Peter

To: Rocketman who wrote (5010)	5/29/1998 5:55:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Thought you might find the following from a ML report issue today interesting - Pfizer Inc - 29 May 1998 2 What Has Changed? <<text>> Currently, Viagra is the only oral medication approved in the United States for erectile dysfunction. We want to make it clear that Viagra currently stands alone in this market and that other drugs in development with a similar mechanism of action are in early phase clinical trials. In particular, recent reports suggest that a drug known as IC351 from ICOS Corp. may be a potentially better product than Viagra due to fewer side effects. This drug, however, is only in Phase II clinical trials and should not be available to the market any time soon.