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Incyte Corporation Message Board

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  • investormdpart2 investormdpart2 Dec 21, 2009 12:15 PM Flag

    WORST NITEMARE FOR SHORTS

    You're not wrong. The psoriasis topical is incredibly attractive and I think discussions for this candidate also are likely very late stage. I could easily see Abbott gunning for it as a replacement to Humira. That is another $1 billion deal.

    And then the diabetes candidate...we have a glorious pipeline.

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    • Couple of warts, though. Lots of resistance to a topical costing over a couple hundred bux a month. And end of the day, the diabetes drug just isn't spectacularly good (and no, neither is any competitor, so it COULD find interest).

      I expect the next big push to be more oncology. If you were listening for it, you may have heard it faintly in the background of the CC.

      But really, INCY has the road to success laid out now. I think the best thing they can do in the near term is execute.

      Pure guesses: $11-15 range to May, couple dollar fade and then a pop into $15-20 when the '424 p3 is stopped in the middle (slaughter rule) July/Aug. Won't even guess past that, but it looks like a pleasant ride.

 
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