Sun, Jan 25, 2015, 4:17 PM EST - U.S. Markets closed


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

Incyte Corporation Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • investormdpart2 investormdpart2 Dec 21, 2009 3:45 PM Flag

    Did anyone listen to C.C. @ 8:30AM today/

    Thanks for addressing these points and I think everyone was wondering why the partner was Lilly.

    I agree that Lilly likely provided the best deal and was least threatening. Pfizer is blazing the trail with their JAK so Lilly just bought into the game in a very big way. Also, we have a big competitive advantage over Pfizer's candidate in that ours doesn't have to be taken 2x daily.

    There are lots of groups with large sales/marketing organizations focused on RA and I suspect that Lilly will make a move to acquire or merge with one of these players if 28050 pans out. It could be a huge blockbuster and a program that Lilly can build around for many years. It sets the stage for Lilly to have a major chip in the massive RA game. Biogen/Idec market a biologic as you know but they would likely love to have a crack at using their sales force for this candidate if it gets to market. Lilly can cut a deal for a sales force with no problem when the time comes. It also sets the stage for Lilly to explore M&A deals with major RA players when the time comes. This for sure makes Lilly's pipeline much more attractive.
    It's a good deal for both groups and the value will build dramatically with time...especially if Lilly gets in bed with a group with an RA sales force.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Tks 2 U and the poster just prior, Thank you for the Great Analasis. NORMALLY I don't give a ........ abt. ANALysts, they are just Ponds; in the Great Chess Game !

      The Institionals, Owning some 98 % of the INCY stock:

      MUST HV GIVEN shares to the SHORTS, or else, what happened yesterday, is *illigual* {Well F''uc k the Shorts, but I DO hope that Markapolous, SURVIVES....what the Mafia and Wall Str. hv in store.................

      I, as a foreigner, see how stupid ANY politician IS on OUR GLOBE........... Most are corrupted, and I hope that most will be charged. EOM

      FYG there is a TV Documentary on most Stations in Europe, abt. John Adams and the Story of the Great Efforts made since Washington as 1st President, had a dilemma, i.e. the FEDERAL vis the STATES .......

79.90+2.29(+2.95%)Jan 23 4:00 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.