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

To: Rocketman who wrote (856)	2/15/1999 10:47:00 PM
From: software salesperson	Read Replies (1) \| Respond to of 3202

rocketman, 1) do you have a target price for incy over the next couple of years? 2)interested in your thoughts re: glgc/affx collaboration vis-a-vis incy? 3)the glgc investor packet contains a cowan report(6/98) claiming the sophistication of glgc's technology? any thoughts how, if true, that claim might affect incy? thanks. sales

To: Rocketman who wrote (856)	2/16/1999 9:19:00 AM
From: LLCF	Respond to of 3202

AFFX announced that they have entered into an EasyAccess(TM) Silver agreement with the Parke-Davis Pharmaceutical Division of Warner_Lambert Company. Park-Davis will gain preferential access to Affymetrix' standard and custom GeneChip(R) arrays, intrumentation and software to monitor gene expression for use in theri reasearch and development activities. "We are delighted witht he growing acceptance of our EasyAccess program and commitment of our customers to the GeneChip platform." This is a quick overview... can't get the news on Yahoo yet... DAK

To: Rocketman who wrote (856)	2/16/1999 11:50:00 PM
From: chirodoc	Read Replies (2) \| Respond to of 3202

rman, what do you think about this?.from yhoo re: patents and INCY by: Genetic_Engineer 682 of 707 Re: exIncy I read the note about the race to sequence the genome, and would like to comment. First, I think that INCY has great potential as a sequencing entity. However, they do not have a track record of completing genomes (a difficult task). Their approach has been a fragment-based one, even for the relatively easy to finish microbial genomes. INCY just sequences random fragments and sticks them in a database. The "race" for the human genome is one where finishing is important. INCY's lack of track record here is glaring. Celera, run by the infamous J.Craig, at least has a track record of finishing (though only small microbial genomes, and with a high level of error). However, Celera has taken the approach of hiring huge numbers of people to do the work, without any sequencers yet. I think that they will only succeed in sparking the public efforts. I believe the the finished human genome will either come from the public efforts, or from a private effort that we dont know about yet. As to the question of value... I think that INCY will add the most value to the race to the genome. They have found a way to make money from brute force genomics. They got smart when the acquired Synteni, and in their current approach to the genome. As far as making money on the genome, I put my money on INCY. As to the patent issues. I think the importance of gene patents is diminishing rather than increasing. The bar for defending gene patents is constantly on the rise, and the values people are getting for licenses is steadily decreasing. Molecular medicine will likely rely on better combinations of therapeutics, and the targeting of these therapeutics to the appropriate clinical populations. This will rely upon pharmacogenomics, and be based upon the foundational work being done by the SNPs consortium. The pharmacogenomics field is nascent, and the big winner here will be the big pharma's that can quickly adapt and profit from it. The key thing is that it takes an industrial drug discovery effort to produce drugs. It will take molecular diagnostics and clinical genomics to effectively target them.

To: Rocketman who wrote (856)	2/17/1999 3:54:00 AM
From: SnowShredder	Read Replies (2) \| Respond to of 3202

Rman & anyone else, I have a ? about INCY that I was wondering if you could answer or if you could give me a link to find it, I would greatly appreciate it...How do INCY patents apply to hypervariable regions? eg. Would a Pharm be able to use most of the sequence of a gene...change a few base pairs...and get around the patent protection...royalties? Also after they finish sequencing the human genome, what direction does the company plan to pursue (eg:repeat sequencing human genome, sequencing other genomes, characterizing genes, etc)? Thanks a ton...Best of Luck, Where'd He Go?