Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (379)	5/20/1999 12:06:00 PM
From: Pseudo Biologist	Respond to of 3158

Re <<Am I loosing it?>> Maybe, but you have company. I was reading the Forbes ASAP issue on biotech, and the kind of deal you proposed crossed my mind several times; concretely INCY+PCOP. Incyte has or use to have arrangements with MSI; so at least some of the guys know each other. PB

To: Vector1 who wrote (379)	5/20/1999 2:24:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 3158

V1, PB: It might make sense logically, but I'm not sure the street would like it. The INCY investors seem to be heavily into near-term earnings - a lot of them bought it as a "growth" stock with steadily increasing earnings. There's also a good argument that INCY already has a lot on its plate over the next year or two (Let me see if I can find that list again: 1. Finish human genome thingy 2. ...) and anything that distracts them from their existing game plan is a bad idea. Peter

To: Vector1 who wrote (379)	5/20/1999 11:25:00 PM
From: Hal Barnett	Read Replies (2) \| Respond to of 3158

Vector1, A second opinion regarding INCY, ABSC and PCOP. ABSC appears high risk to me. The ABSC approach needs many complex pieces to work together reliably and with minimal human intervention. This is possible but the jury may still be out. The analogy that comes to mind are the pitches I heard from all of the start-up supercomputer companies in the late 80s. They were all going to knock off Cray. The projects were all high tech, leading edge technology, unproved and risky. Where are these companies today? Cray was bought by Silicon Graphics (now renamed SGI). Most of the others are gone (ETA, Thinking Machines, Steve Chen's supercomputer company, Kendall Square Researh, etc.) Even Seymour Cray's latest venture did not succeed. PCOP might be more interesting for the Molecular Simulations piece. Applications software and database technology could work together. The combichem piece is too far afield from INCY's strength in genetics IMO. Just my 2 cents. Regards and thanks for the provocative post, Hal