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

To: Troll_29 who wrote (983)	4/17/1999 12:42:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 3202

>> Where is the threat that scares the big pharmas to the point where they contemplate "a cooperative effort." << 3% royalties, downstream, for access to data that they hope to make generic. This wouldn't happen, but picture a period of 10 years where INCY was the exclusive provider of such info. If pharma is correct in the assumption that genomic databases will lead to new drug targets and or biologicals, then INCY could shut down in 10 years, become a virtual company with a skeleton staff, and yet be one of the world's largest pharmas.

To: Troll_29 who wrote (983)	4/18/1999 12:23:00 AM
From: Rocketman	Respond to of 3202

INCY gets no respect in the press. They don't play to it and they aren't an East Coast darling. They have a huge bioinformatics capacity with something like 170 computer jocks dedicated to this part of the business alone. I just saw an article on some bioinfo startup that is considered hot because they are using a 3D visual computer software set up to help visualize the dbase info. INCY showed off their version of this using SGI software about two years ago at the annual meeting (very cool stuff). Face it they don't pander to the press, the public is not their customers, the big pharmas are - so they pander to them. They don't believe in hyping the stock and worrying about the short term stock price - they are building the business for the long term, so they just aren't as concerned about the press. That makes them quite different from most biotechs. Rman