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Biotech / Medical : Incyte (INCY) -- Ignore unavailable to you. Want to Upgrade?


To: Thomas M. who wrote (679)7/23/1998 2:22:00 PM
From: Rocketman  Respond to of 3202
 
Interesting report, thanks! It doesn't mention a thing about Synteni in it though, or how the Monsanto or Novartis deals will impact the revenue/profit streams. Seems to have too narrow a view of INCY IMHO.

Rman



To: Thomas M. who wrote (679)7/29/1998 2:45:00 PM
From: Richard Huth  Respond to of 3202
 
Thank you for the report. Think the same as rocketman. Guess, after talking to Incyte 3 weeks ago that this year's earnings won't show much surprises (even with deals such as Novartis), but increasing chip-production could bring down costs a little bit, so for next year there might be room for some positive surprises.
Incyte, even without much perspective in the next few month, is a good boat for longterm investors in rough waters likely to come. Because one thing is (my opinion) for sure, revenues and earnings will constantly go up for the next 8-12 quarters (even if slowly :-) ).

Richard