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Incyte Corporation Message Board

  • sonquiqua sonquiqua Dec 23, 2013 10:53 AM Flag

    Jacosa, what do you think of NVS GERN

    Hey, given how INCy is pursuing JAK1, outside of the NVS partnership, I would think that buying out GERN might be a way for NVS to edge its bets and corner the MF market. I think it would be a great strategic move on the part of NVS, given the high market cap of INCY and how INCY is developing drugs for the same indications as JAKAVI.... what do you think? why would NVS not look at GERN? I am an investor in both companies. INCY since 2009
    Thanks

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    • The basic problem is the one that made a buyout of Incyte unlikely a year ago. It would be very hard to agree on a price. IM might be a very desirable drug, but it might also be just an intriguing lead. It's going to take some proper testing, with a protocol and a control group to sort that out. Meanwhile, the seller has to think of IM as the greatest thing going and the buyer has to think of it as a probable flop. During the 1990s these things were papered over with tracking stock included in the deal, but that didn't work out too well.

 
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