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Hey Incylong:

We certainly agree on the importance of long term thinking in this volatile sector. Your thoughtful criteria should be required for any development stage company, biotech or not.

I've always wondered why there's so much more activity on the CRA board INCY's -- especially months after the RB purchase -- but I don't understand INCY well enough yet to rally have an opinion about it.
Your thinking about the market cap of INCY approaching QCOM's is interesting, especially since QCOM's accelerating CDMA royalties are likely to mean (including the spinco spinoff) a significant multiplying of its present valuation.

Boy, are you prolific! I've followed your posts for a long time, but I just checked your publications. A polymath indeed. Thanks for sharing your outlook for biotech.

Fool on!
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