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


To: Rocketman who wrote (982)4/16/1999 5:43:00 PM
From: Troll_29  Read Replies (3) | Respond to of 3202
 
I agree it is about SNP's. However the potential for creating value is not in the raw data anyway but in the software and IP that permits manipulation of the data. This is where I understood INCY excels.

It is interesting that all recent articles I have seen, omit INCY from the list of bioinformatic companies. Interestingly these same lists all include Celebra. This is impossible to reconcile with reality as I understand it. Is Celebra concentrating on SNP's or is the PE equipment somehow designed to sequence these more rapidly? Where is the threat that scares the big pharmas to the point where they contemplate "a cooperative effort."



To: Rocketman who wrote (982)4/17/1999 1:21:00 PM
From: Biotech Jim  Read Replies (1) | Respond to of 3202
 
Of these 3.2M ESTs, how many do you suspect represent unique genes and how many are from brain? My suspicion is that many are repeat sequences, possibly of the more common genes. Any comments as to how these ESTs can be valued if they represent common sequences vs that of genes expressed at less than 0.01% of the total mRNA in the respective tissue?

BJ