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Stocks I / Incyte Genomics


Subject:  Re: HGSI's database agreement Date:  7/9/2001  11:44 PM
Author:  Lynton Number:  760 of 803

It's hard to predict, but I wouldn't be surprised if some of HGSI's former customers flip over to Incyte. For instance, Glaxo Smith Kline is part owner with Incyte of the Diadexus joint venture which formed while SK was still a partner with HGSI, so it's possible that the new Glaxo might subscribe with Incyte.

Few if any will flip over to HGSI from INCY. I'm sure Celera has been working at picking off INCY customers for 2 years, with little success (CRA and INCY both share some customers). It's hard to imagine that HGSI will be any more successful. However, if I was a potential new INCY customer or I was up for renewal, I would hammer INCY about it's pricing, using the threat of going to HGSI or CRA to get better terms (lower pricing or more services).

People have been predicting the end of Incyte for years; ain't happened yet.
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