Not to mention the fact that this thread isn't even about SR technologies, that was an entirely different thread, ha ha ha
I realize you're just trying to throw a few empty posts out there to make it appear you are part of a discussion prior to posting your advertisement to "your life changing investment strategy," but that statement was just idiotic. The amount of inhibition required depends on the cancer target. Some targets require IC90 to be achieved round the clock, meaning SR would be helpful for those instances with drugs that have short half lives. Others, such as JAK, require some "time off"
You should stick to your typical bottles response: "yeah, this is super cool, I can't think of anything else!" Because you just sound stupid when you generalize about science you don't understand
INCY really changed my financial situation, made roughly $225k the past few months, been getting my stock alerts from underground stock alerts* (google em). Hope you guys have been doing as well with trading as I have.
Good point. Cancer drugs are not well suited for long term time released mechanisms. Better for pain and antipsychotic drugs.
This is the type of price movement I have associated with "Power Buying" - up a little, drops back, up a little more, drops back a little less, and so on. Classic pattern of some buyer(s) slowly accumulating but not wanting to drive up price excessively
Sentiment: Strong Buy
POS. It is the insiders that put their money and careers on the line to make Incyte work. What you do-#$%$ and moan??? How come you don't go to Facebook and complain too.
That particular transaction doesn't look like one of mine. Back in January I did sell some June 50 puts that look pretty nice right now.
In the [informed] bear case, Jakafi vs MF has almost peaked--give it $80MM in the last Q of 2015. Sales vs PV are a trickle, headed for, oh, maybe $90MM a year. A competitor for Ruxo is starting P3, and has shown some advantage in P2. There's a tiny amount of use of Ruxo against cachexia, but nothing measurable. Jakavi is an about 12 top European markets, not including UK or Netherlands; maybe not Denmark. I don't see Incyte cutting back R&D, so it would still be making GAAP losses. The 'other' JAK 1 candidate is handled in a way that doesn't help the stock price--insisting on a go-it-alone program vs RA with the considerable financing needs of such a choice not yet satisfied would be about the worst plausible. I can't bring myself to guess that the spectacularly promising result of '360 vs melanoma is a fluke, but it might easily turn out that the checkpoint inhibitor landscape is too full of bad combinations to justify pursuing licensing of drugs useful only in combinations.
I don't think catastrophic adverse events from Ruxolitinib are on the table anymore. There's a political risk in selling expensive drugs, but Jakafi isn't close enough to the top to be directly hurt.
I'd price the bear case company $35-40.