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

To: Peter Singleton who wrote (5013)	5/29/1998 5:16:00 PM
From: Vector1	Respond to of 9719

I think INCY is missing a real opportunity in not selling their databases to the mid size and even smaller biotechs. While these companies may not be able to justify the yearly cash fees, INCY should develop a sliding scale which allows use of the database for limited applications and further allows for grater downstream royalty in exchange for a reduced cash price. The additional revenues and potential royalties are significant and virtually pure profit. V1

To: Peter Singleton who wrote (5013)	5/29/1998 6:08:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

Sorry about not getting back to you on this one. I read it when I had no time to respond, and then forgot about it. We should have talked about it live on Wednesday. I have no idea who they are targeting, except they would traditionally go after the top 50 Pharmas in the world. They used to have an overhead that ranked them all by R&D spending. They do not tend to target biotechs, except maybe the very top tier. They worry about small companies releasing the data into the public domain and then not having deep enough pockets to get the appropriate level of damages out of them. As far as MRK and the Wash U. stuff, all that goes into the public domain, so it doesn't really help MRK more than anyone else. But, MRK when they started this genome project went on about how just the sequence data doesn't get you anywhere and belongs in the public domain. I think they have an ego problem in dealing with INCY at this point as they are apparently philosophically opposed to proprietary genomic data. This of course will eventually change as the other Pharmas who use the proprietary stuff get a clear advantage over them. And, who knows, maybe INCY told MRK no, it wouldn't be the first company they turned down (but I seriously doubt it). Anyway, that's about all I know on it. Rman