Recent

% | $
Quotes you view appear here for quick access.

Incyte Corporation Message Board

SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    what happened? anyone! thanks

    by willfirst888 Jul 30, 2015 10:57 AM

    Lots of non-serious contributors, but mostly I think that buy-side analysts have looked at what might come out at next Tuesday's CC and come up with nothing that translates into cash near-term. Inventory oscillations in Jakafi have been damped over the year, but the recent quarter was likely an inventory-depleting one. It's unlikely Incyte will generate excitement with the title of an abstract for the ASH hem-onc meeting, but all too likely that one might suggest an eventual threat to Incyte's business.

    Remember: no news is good news for Janus 1, but to an analyst it just looks like no news. The Merck collaboration looks promising, but Incyte has no control of when news comes out (there should be a go/no decision by the next CC).

    It's rather frustrating that Jakavi looks like a well-launched product and still only maybe a quarter of the landmarks have been paid.

    Big non-serious issue is that the historic "bad conference call" was an August one.

  • Reply to

    what happened? anyone! thanks

    by willfirst888 Jul 30, 2015 10:57 AM

    My opinion is a hard shakeout of momentum players and margin length. I would not be shocked to see the bb's actually buy shares again if this continues. Regardless, try to invest vs. trade.....jak/ra/immuno. Lots of positives not to mention that they could earn over $5.00 in 2018-2019.

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    What's the positives vs. negatives for a delayed call vs what the analysts were expecting? Now quit that joking!

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    I thought I was joking about analysts being surprised that the CC wasn't today. Why else would INCY drop sharply at the open?

  • Reply to

    Buyout announced

    by soozanie Jul 30, 2015 8:26 AM

    Drops on minuscule volume. Way too quiet. No support until late in the day. MMs seem good to drop per Vaseline. Thinking the gift cards are a winner!! Unless some Safari cars have been seen in the parking lot at INCY.

  • Well, it's finally going to happen today. $180 offer for all the outstanding shares of incy and free gift cards for one year of Starbucks coffee!

    Sorry. I am in a "mood". There is no buyout offer and I have no idea if we will close up or down today. Fact! I do have the rest of my scale buy order in should we drop is all i can say.

    Good luck.
    P.S. I am not bullish until/if we see some volume and are trading back over $112-113

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    Trades on the ftse-yes. I have a full service broker that did the currency swap and bought the shares for me. I only put 75k into it because 1) it's name contains the word china. 2) it's a Chinese company.

    That said, look on their website and recent data/Presentation. Very similar cellular gateway as pharmacyclics, but possibly better. Also, so big name partners.

    1b mkt cap so thinking binary move. Will be an 80% loser or 1000-2000% winner.

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    Appears to trade in London, no US analyst coverage. I don't see ADRs, but apparently there's a thin private market in the foreign stock. That sounds like a pretty good case for leaving it alone.

    A Chinese domiciled drug developer looking at the same sorts of diseases as US developers target sounds like a good idea. One presumes government backing, which would make trials easier to enroll [snort]. I doubt that FDA (Or EMA) would license anything based exclusively on Chinese pivotal studies; you make money selling drugs in US/Canada and EU, so that advantage is diluted. They talk big about the Chinese health care market, but I'll have to see it for a while before I believe in it.

    Their blurb is the first mention I've seen of Yet Another 'ome' (kinome--the universe of all kinases). The similarity of the drug targets that they're addressing to those addressed by Incyte is pretty striking. From their boasting, I figure that they have about 30 drug candidates and they talk about something like 8, so they seem to be more talkative than is typical for the industry

  • The real reasons for the pharma merger boom" JULY 28, 2015 -

    “There’s sort of this mad rush,” one investor says of the $221 billion surge in pharmaceutical deals in the first half of this year. The latest M&A wave to hit the pharmaceutical industry swept in on Monday, delivering news of big deals in every variety. It was a bonanza of acquisitions, split-ups and hostile-takeover collapses, all at once: Teva Pharmaceutical Ind said it would buy Allergan’s generics business for $40.5 billion and drop its hostile bid for Mylan, while Allergan said it would buy biopharma firm Naurex for $560 million.
    The dealmaking highlighted the frenetic explosion of M&A activity in the pharmaceutical sector—not only Co gobbling each other up, but corporations jettisoning slower-growth divisions in the form of spinoffs or divestitures. The result has been a nuclear-like transformation of the industry in which companies have combined, split and recombined at a breakneck pace, emerging with all new identities and properties.

    There were $221 billion worth of pharmaceutical deals completed in the first half of this year, triple the amount during the first half of 2014, according to a recent report from consulting firm KPMG. Why such a rush to make deals? Experts attribute it to a combination of investor pressure and a narrowing window of opportunity. Pharma Co believe acquisitions are the only way to keep their revenues growing as fast as investors expect—and with today’s complex breakthrough medicines, it’s often cheaper for a company to acquire the next blockbuster drug than to develop it in-house.Adding to the M&A hurry are the current low interest rates, which make capital cheap for companies like Allergan AGN -0.42% and Mylan MYL 2.24% that have funded their acquisitions with debt. Rates are likely to go up, perhaps as soon as this autumn, and companies and analysts report that recent dealmaking has also reduced the options for takeout candidates, creating pressure on companies.

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    Yes/Daly. Brain fart.

    Let's not forget some RA news will be driving us in the next few months.
    Jac... Take a look at Hutchison China medi if you have time. Curious what you think.

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    When come to M&A, most of CEOs do not even consider interest rate; they are only concentrate rational on what acquiring company can contribute to our company bottom line/total asset value,including intellectual property value....most of acquiring companies are cash rich, they don't nickel dime like home buyers.. It's different ball game...

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    If that's the case Quig I'd expect M&A to pick up sooner vs. later in this sector with rates on the rise - some think that's not a reason to push CEO's to move quickly. Gotta take advantage of the lower rates while you can.

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    With interest rates expected to kick in, the immediate reactions to the IBB is a sharp decline. I would think INCY will be in this boat. Short IBB this week for protection.

  • Reply to

    Buy the DIPS

    by mrdtino Jul 29, 2015 9:44 AM

    Was that Daly, soozanie?

    From the list of elements of the bear case that I posted a while back, the two that I consider worth watching are ability to fund an ever-growing clinical trials program and the low stock ownership by management. I expect to hear a lot in the next few CCs about least-dilutive funding of clinical trials (remember the 3-legged stool: debt, paid-in capital and retained earnings. Only the third is non-dilutive, and it's very hard to make it conform to your other plans). I'd really like to see a broad-based way for existing owners to pay in more capital on favorable terms.

    What I don't expect to hear mentioned voluntarily is that the whole range of incentive compensation of executives [which cuts the drive to own stock] seems to be getting awfully generous. That may be a good thing; since AT LEAST the 1970s, disproportionate channeling of money to top management and their friends has been the norm in US corporations. I won't do a long essay on the dodges used, but you know them. Incyte is being unusually public about it. I hope there will be some analyst questions.

    Other than that, I wonder how much of today's drop is caused by analysts waking up, checking what time to schedule the CC tomorrow, not seeing it, and going nuts {"An nescis, mi fili, quantilla prudentia mundus regatur?")

  • Reply to

    105.50 bought

    by soozanie Jul 27, 2015 10:20 AM

    Wow you are pretty brave investor....I am on hold till entire biotech sector prop up ...will wait till get three days of firmness in sector..I am not buyer on dips..prefer move with strength. Sooz; Good Luck to you

  • Reply to

    105.50 bought

    by soozanie Jul 27, 2015 10:20 AM

    102.50 and I just bought more. 99.50 is my next scale buy order. Fwiw.

    Volume is ridiculously light so I am fine scaling into more length. 20% off the 52week high would be considered a bear market, but considering that "blip high" did not establish itself I am not too concerned.

Must Watch
INCY
103.98-0.30(-0.29%)Aug 3 4:00 PMEDT