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No. of Recommendations: 5
A bit earlier I seem to recall a reply on biotechs, something to the effect that we do not know how to evaluate them so they are not discussed here.

This seems to me to be a big cop-out. If we (collectively) can not figure out how to evaluate them who can?

The biotech revolution, after several false starts has begun. IMHO

That said, I would like to start a biotech discussion.
Consider Incyte INCY for example.

1) Patent protection - Yes. This would seem to make it a gorilla candidate.
2) Tornado activity (probably the entire biotech segment) yet little discussion.
3) INCY has soared from 16 to 280. I can site many other examples.
4) 75% of pharm companies subscribe to its gene database. Royalties anyone?
5) Because of point 4, this company has clearly crossed the chasm.

That said, many of these companies do not have profits.
Heck, I am not sure that CRA has even crossed the chasm, but it is up over 500% since a FOOL recommendation.

Based on the last statement, it appears that the game being played is more like a Godzilla game.

What is this anyway? An Orangutan game???
This tornado seems to be spawing many oranguatans (gorillas?)

There are immeasurable rewards to figuring this out.

I propose we give it a shot.
Any Takers?



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