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

To: Craig Lacy who wrote (777)	11/10/1998 1:28:00 PM
From: RCMac	Respond to of 3202

Today's NY Times has an article mentioning INCY, headlined "Drug Testers Turn to 'Virtual Patients' as Guinea Pigs"; nytimes.com. INCY is referred to in passing as the "role model for bio-informatics companies" but then off-handedly dismissed (mainly, it seems, because it doesn't fit the theme of the article, that much "lab work" is being replaced by computer modeling of cellular processes): "The role model for bio-informatics companies is Incyte Pharmaceuticals of Palo Alto, which has grown to $88 million in sales in just a few years. Incyte sells a database of gene sequences, as well as software to help analyze it, and has more than 20 big drug companies as customers. But the main value of what Incyte sells is the genetic sequence data, not the software to analyze the data. And it gets those gene sequences through laboratory work, not by computer programming." In short, the article has little appreciation for INCY's value to drug discovery (or to its shareholders). -- RCM

To: Craig Lacy who wrote (777)	11/21/1998 5:05:00 AM
From: Rocketman	Respond to of 3202

mercurycenter.com The spit balling about patenting the ESTs is getting going. The problem with not allowing patents on this stuff is that if you can't have a proprietary advantage, then why risk putting development dollars into something. The academics hate the idea, but then they are all dependent on the public trough and the benevolence of corporations who they will give proprietary rights to for cash. IMHO the courts will have no issue in upholding EST patents. Rman