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

To: Vector1 who wrote (6068)	12/3/1998 4:16:00 AM
From: Rocketman	Respond to of 9719

Of course I saw it. Didn't get around to posting it on the INCY thread till just now. INCY just doesn't seem to be getting any respect, which keeps its price low. They just aren't good at hyping themselves. Zeneca is one of the earlier adopters of the INCY dbases and here they are back again loading up with more services. While they aren't a commonly known name like many of the smaller big pharmas, Zeneca is one of the biggest pharma companies. Plus, this isn't just a dbase deal, but a microarray deal. Synteni has been racking up the customers. One thing that I think might be holding down the INCY shareprice is the whole AFFX:INCY/Synteni patent battle. I wish they'd get this thing settled and move on. The problem with the INCY royalties is that it is a long term revenue stream that has yet to kick in and the markets only seem to care about the current quarter and don't give a damn about the future, unless it is the internet where the future is perceived to always going to be golden, no gold is too cheap for comparisons to internet stocks. Plus, INCY doesn't play up the future royalties, and the pharmas don't tell you where they are at in development and how much INCY will end up eventually earning from them. The secretiveness just does nothing but keep the INCY share price low. INCY is a great stock to buy for a 401K and then to stick away and forget about it. Rman